2 | Membership Add-Ons Setup

This article covers the Membership Add-Ons component of the Membership functionality that allows businesses to sell additional services along with their Membership Products. These additional services - called Add-Ons - will 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.

This article covers the Membership Add-Ons component of the Membership functionality that allows businesses to sell additional services along with their Membership Products. These additional services - called Add-Ons - will 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.

Prerequisites

Bepoz version 4.7 and Above
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

Getting Started

After ensuring that the prerequisites have been met, the Membership Add-Ons can be accessed in BackOffice via the Membership menu

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Here, existing Membership Add-Ons are listed, and Membership Add-Ons can be created and edited

Maintaining Membership Add-Ons

Membership Add-Ons can be added or edited as needed to coincide with the business needs of the organisation
Not all Membership Add-Ons are created equal and as such, each one may need to be configured differently
Also, it's important to note that since the Payment Type for Membership Add-Ons (which can either be Paid In Full or setup with Scheduled Payments ) 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
Additionally, multiple similar Membership Add-Ons may need 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 vs. a Monthly Renewal requiring a Monthly Add-On

Membership Add-Ons Configuration Options

When adding or editing a Membership Add-On, the following configuration options are available for both Payment Types:

Name: The Name of the Add-On Service/Product
Description: Provide a description of the Add-On Service/Product
Requires Admin Privilege: If this flag is enabled, the Add-On can only be used by Operators having Admin Privileges
Payment Type: This drop-down determines whether the Payment being made for Add-Ons is a one-time payment (Payment in Full) or recurring (Scheduled Payments)

NB: The options in the bottom portion of the Membership Add-Ons window are dynamic and will change depending on this drop-down selection

Add-On Product: Allows Operators to select a Product from the Product List to be used as the Add-On Product; the price of the selected product/s will be set through this window

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Payment in Full

This option allows Members to make a one-time payment for the Add-On
When added to a Membership Renewal, customers must pay the full amount for the particular service(s) and they will be able to use the Add-Ons until their Membership or Renewal expires

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Fee: This is the fee of the Add-On
Prompt at Till: If enabled, will prompt Operators to enter or change the pre-set fee at the Till
Award Voucher: Optionally, allows for awarding an available Voucher when the Add-On is purchased
Award Points: Optionally, set a number of Points to be awarded when the Add-On is purchased
Award Credit: Optionally, set a Credit amount to be awarded when the Add-On is purchased
Pro-Rata Payments: When this flag is on, if the period to be charged is not for a full Billing Period then the Fee to be Billed will be pro-rata to the partial period; otherwise if this flag off, the full Fee will be Billed
Account Charge: If on, the Add-On will be paid for via Account Charge

Scheduled Payments

This option allows customers to make recurring payments over a scheduled period which should coincide with any Renewal schedule/s that the Add-On is attached to

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Renewal Fee: This is the renewal fee to be paid for Add-Ons
Prompt at Till: if enabled, will prompt Operators to enter or change the pre-set fee at the Till
Award Voucher: Optionally, allows for awarding an available Voucher when the Add-On is purchased
Award Points: Optionally, set a number of Points to be awarded when the Add-On is purchased
Award Credit: Optionally, set a Credit amount to be awarded when the Add-On is purchased
Award Discount: Allocates discount amount to be given to customers during every renewal
Billing Schedule: This allows for adding a schedule for billing for the Add-On (in the example above, the Renewal Fee of $35 will be charged on the 1st of every Month)
Add-On Product: Allows Operators to select a Product from the Product List to be used as the Add-On Product; the price of the selected product will be set through this window

Note: As a reminder, Membership Add-Ons that are scheduled can only be added to the Scheduled Renewals and the Add-Ons that require payment in Full can only be added to Renewals with the same payment type