Creating and Editing Memberships

Creating Membership 

The membership option allows you to create groups of customers. 

1. To create a new membership level, navigate to the side menu bar>CRM>Membership. Click on “New” at the bottom right corner.

2. Enter a title for the membership level.

3. If you enable expiration date, you can choose between two options: 1 day or 365 days. 

4. Enabling point auto-renew, allows the point to renew automatically after the expiration date. 

5. Add any relevant notes if you desire too. 

6. Once all the relevant fields have been filled, click on “save” at the bottom right corner.

7. After saving a new membership level, it will be added to the list, where you are able to view and manage all membership levels. 

8. You are able to view customers that are linked to specific membership level by clicking the “customers” tab on the top. 

Editing Membership 

To edit an existing membership level click on the three dots of the membership you would like to edit. Click edit and update what is needed. 

Deleting Membership 

Deleting a membership is similar to editing one. Click on the three dots of the membership you would like to delete, and click “delete”. Keep in mind that if you do delete a membership, you will not be able to revert this action.

Now you have made your membership levels, you may want to add specific settings to these membership levels. Take a look at our articles on growth value settings and membership level settings.

Coming soon

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