Memberships are a highly valuable tool for increasing engagement with your centre. What’s more, this tool is essential for incorporated associations required to manage an active membership list for AGMs and other meetings.
First, here’s how to set up your organisation’s membership program on Social Planet.
From the Frontdesk, go to Clients and select Memberships.
Click +Add Membership.
The Add Membership window will be displayed, here you can add –
Name
Details
Initial Membership Level Name i.e “Voting Members”
Initial Membership Level Details i.e meeting dates and responsibilities
Is Active should remain ticked for this membership to be available for clients.
Click Add to create your program.
Now, we need a system to assign a unique membership number to each participating client.
From the Frontdesk, go to Accounts and select Settings.
On the Member settings panel, click Edit. The Edit Members Settings window will be displayed.
Enter a Last Generated Member No i.e 10000, each new member will be given an automatic number greater than this and the previous member’s number. i.e 10001, 10002 10003…
Before we assign clients to our membership, we may want additional levels to the program.
From the Frontdesk, go to Clients and select Memberships. The previously created membership program is now displayed as a tile.
Click Actions, then Add Membership Level. The Add Membership Level window will be displayed. Here, you can -
Add a membership Name
Additional Details about this level.
Click Add, and we are finally ready to assign some clients!
Here’s how to assign clients to the membership program.
From the Frontdesk, go to Clients and select Client List.
Fill out the Search Field and select the Actions button on the client tile, then Add membership.
The Add Member window will be displayed, here, you can –
Select the relevant Membership and level.
Add a membership Start and End Date.
Select Is Active or Is Expired.
Click Add and there you have it. A tiered membership program with a client base!