Membership Add-Ons
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      1. INTERNAL - Bepoz Help Guides
      2. End-User | Membership & Scheduled Billing
      3. Membership Add-Ons

      1 | Membership Add-Ons Product Summary Page

      This is a summary page for the Membership Add-Ons feature-set to work with Memberships within Bepoz. Membership Add-Ons are a c omponent of the Membership functionality that allows businesses to sell additional services along with their Membership Products. This page includes additional information about this feature as well as links to further resources.

      This is a summary page for the Membership Add-Ons feature-set to work with Memberships within Bepoz.

      Membership Add-Ons are a component of the Membership functionality that allows businesses to sell additional services along with their Membership Products.

      This page includes additional information about this feature as well as links to further resources.

      About

        • Membership Add-Ons are additional services sold with Memberships
          • They have similar properties as, and can be used in conjunction with, Membership Renewals
        • Like the Renewals, Operators can either charge Add-Ons fees as a single payment-in-full or scheduled them to have recurring payments
          • These Products are not independent and can only be only sold along with Membership Products
        • Add-Ons can be added either overall per Renewal where the Add-On will then be applied to a Membership any time that Renewal is used for one; or individually to a Member via Membership Maintenance
        • Additional documentation which is linked below includes the process of adding/removing Membership Add-Ons as well as Cancel/Change Membership in SmartPOS and how to manage them for individual Members

        Prerequisites

        • Minimum Bepoz version of 4.7 is required for this functionality
        • To access and configure Membership Add-Ons, the following prerequisites must first be met for the Operator logged in to BackOffice:
          • Operator Maintenance > 'Maintenance' Tab
            • 'Accounts & Memberships'
              • All flags must be enabled
            • 'Billing'
              • All flags must be enabled

        Key Features

        BackOffice Setup

          • Membership Add-Ons can be added or edited as needed to coincide with the business needs of the organization
          • The Payment Type for Membership Add-Ons needs to match that of the Renewal that it will be added to; it may be necessary to create duplicate Membership Add-Ons where one is for each Payment Type
          • Multiple similar Membership Add-Ons may need to be created for matching to alike Renewals that are differentiated only by time period; e.g. a Quarterly Renewal would require a Quarterly Add-On 
          • The following can be done via BackOffice and is explained in detail in documentation which is linked below:
            • Adding Membership Add-Ons to Renewals
            • Managing Membership Add-Ons from Member Maintenance

          SmartPOS Functionality

          • The following can be done via SmartPOS and is explained in detail in documentation which is linked below:
            • Adding/selling Account Memberships & Add-Ons
            • Adding & Removing Membership Add-Ons after Membership have joined
            • Canceling Memberships
            • Changing Memberships
            • Ability to Add & Save a Stored Card via SmartPOS for future payment options

          Quicklinks & Additional Resources

          • Membership Add-Ons Setup
          • Adding a Membership Add-On to a Renewal via BackOffice
          • Adding Account Membership Add-Ons via SmartPOS