New to the Membership Builder? Read the first article in this series for an introduction to the Product feature.
|Try the Memberships - Members only Products feature and provide feedback via Checkfront Labs.|
Which plans include this feature?
Where can I find this feature using the top menu?
Once the Membership feature has been enabled in Checkfront Labs, you can find the Membership Builder via the following menus.
- Manage > Memberships > Create or edit memberships
- Customers > Memberships > Create or edit memberships
What more do I need to use this feature?
- The Memberships - Members only Products feature needs to be enabled by Admins for all Staff through Checkfront Labs (Manage > Checkfront Labs)
Admin permissions to create membership plans.
Which Checkfront version supports this feature - classic, new or both?
- Your account must have access to products (Inventory > Products), a key feature of our new version of Checkfront. This feature is not available for use with items (Inventory > Items) in our classic version. → Learn more about products.
Navigating using the top menuBack to top
You can move through the Membership Builder via the menu provided at the top of the page (Details, Products, Members) or use the options provided in the page's footer.
Once you complete the required details (Membership Plan Name, SKU, and Category) and click the Save & Continue button membership, these steps are unlocked.
Accessing other actionsBack to top
The following options are available from the Actions menu at the top-right of the Membership Builder.
Copying your membership
Need to copy your membership plan? Select this option from the Actions menu in the top-right corner of the Membership Builder.
Click Copy to create a duplicate draft copy of the membership plan in focus. Be sure to Save your copy via the navigation options in the footer of the Membership Builder!
Once saved, the copy can be found within the Memberships list, with the name prefixed with Copy of, for example, Copy of Silver Membership.
The copied membership plan has a Draft status, so filter the Memberships list accordingly.
A new SKU has been generated automatically, so you may need to update that value to match your identification system.
Archiving your membership
Need to archive your membership plan? Select this option from the Actions menu in the top-right corner of the Membership Builder.
Navigating using the footer optionsBack to top
Saving your work
The Save and Save & Continue options allow you to save the progress you have made when building or editing your membership plan.
These options become available once the minimum required membership plan information has been added.
Navigating back a step
Once your membership plan has been saved, you can use the Back button to move back a step in the Membership Builder.
Once your membership plan has been saved, you can use the Save & Continue or Continue buttons to move forward a step in the Membership Builder.
Check out the next article in this series to start building your membership product.