New to 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?
Inventory > Products > Products > Add Product/Add New Product/Edit Product > Details
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 manage products.
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.
Viewing membership plans for your productsBack to top
You can view the list of membership plans to which the product is applied from the Details tab of the Product Builder.
This list includes the Number of Members belonging to each membership plan.
You can click on the Membership Name to open the plan within the Details tab of the Membership Builder. From here, you can view and edit the plan as needed.
You can learn more about the Details tab of the Membership Builder with the following article:
Changing what you are selling from membership only productsBack to top
You can change your product from a Members only Product to a standard Product or an Upsell using the What are you selling? setting under the Details tab of the Product Builder.
You need to approve changing the product type by clicking the Continue button in the modal presented, as this removes the product from all applied memberships, which impacts any associated members.
If you change this, the Booking Visibility setting on the product is automatically set to 'Staff'.
The product is now only visible to and bookable by Staff.
Learn more about the visibility setting here:
With the next article in the series, we look at booking members only products for Customers as Staff.