New to the Memberships? Please read the first article in this series on how to get started.
Try the Memberships 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 feature via the following menus.
- Inventory > Memberships > Create or edit memberships
- Customers > Memberships > Create or edit memberships
What more do I need to use this feature?
- The Memberships 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 Plan Builder via the menu provided at the top of the page (Details, Products, Product Discounts, Members, Pricing, and Settings) 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.
Understanding the Draft Status
When you initially create your membership plan, it has the status of Draft. The membership plan remains in Draft status until you click Activate Membership Plan.
You can activate memberships for Customers (Customers > Directory > Customer Profile) so that they can access members only discounts even if the plan is in Draft mode. However, members cannot purchase membership plans until the actual plan is active and visible on the Booking page.
Navigating using the footer optionsBack to top
Saving your work
With the Save & Continue and Save options, you can save the progress you have made when building or editing your membership plan.
These options become available once the minimum required membership plan information (Membership Plan Name, SKU, Category) has been added.
Continuing through the Membership Plan Builder
You can navigate to the next step of the Membership Plan Builder by clicking the Continue > button.
Navigating back through the Membership Plan Builder
Once your membership plan has been saved, you can use the Back button to move back a step in the Membership Builder.
Activating your membership plan
Once your membership plan has been saved, you can activate your membership plan by clicking the Activate Membership Plan button.
When you update the membership plan status from Draft to Active, it becomes purchasable based on your visibility settings.
Learn more about membership plan visibility settings here:
Our system is flexible, so you can configure the membership plan to suit your needs with (or without) applicable products, product discounts, or pricing.
Accessing other actionsBack to top
The following options are available from the Actions menu at the top-right of the Membership Builder.
Previewing your membership
You can open a preview of your membership plan by clicking on the Preview option in the Actions menu at the top-right corner of the Membership Plan 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.
Learn more about copying a membership here:
Deactivating your membership
Need to deactivate your membership plan? Select this option from the Actions menu in the top-right corner of the Membership Builder.
Deactivating a membership plan removes the plan from your Booking page.
While members can no longer purchase the plan, they can still access members-only discounts as long as they are members of the plan.
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.
Archiving a membership plan does not automatically cancel Member's memberships. You must first cancel the membership.
You can then archive the membership.
Learn more about cancelling a membership here:
Learn more about archiving a membership here:
Check out the next article in this series to start building your membership product.