Packages are the memberships that you sell to your customers. Each package set up in the system consists of a category, site, entry point, and fees as well as usage, age and member restrictions.
For complete descriptions of the options in a section, click the section name below.
Go to Administration > Membership Settings > Packages.
Choose one of the following:
To create a new membership package, click Add New.
To modify an existing membership package:
Search for and select the package that you want to modify.
Click Change Details.
To copy an existing membership package:
Search for and select the package that you want to modify.
Click Copy Package.
In the General Information section, enter the Name, Category, Status, and/or any other necessary information for the membership.
In the Financial Information section, specify whether or not you want to override the default deferred revenue options for packages, along with any other financial options, if applicable.
In the Location, Dates and Times section, choose one or more of the following, if applicable:
In the Location subsection, select the site where the membership is available.
In the Expiration Information subsection, specify when and how the membership will expire.
In the Advanced Sales Limitations subsection, specify the Max Number of Uses or Time periods that can be sold to a customer for this membership, if applicable.
In the Usage Restrictions section, enter details about the default Number of Uses Available for this membership (if applicable), along with the maximum uses allowed.
Note: To make the package function as a punch pass, enter a value in the Number of Uses Available box. If the Number of Uses is left at the default of 0, the package is not a punch pass.
If you want to be able to link this membership package to multiple family members at the same time, select Family Membership Package? from the Family Membership Package section.
In the Member Restrictions section, specify who is eligible to have this membership.
In the Text section, enter any notes for the membership, if applicable.
In the Options section, select any options that apply to the membership.
In the Entry Points section, select the entry points where the membership is valid.
In the Custom Question section, select any question groups or questions that you want to attach to the package.
In the Commission Qualification section, select whether the transactions involving this membership package qualify for sales commission.
In the Active.com Search Channels section, select the Active.com search channels to categorize the membership for easier searching at Active.com.
Click Save.
Adding or modifying an entry point
Adding or modifying a package fee