Creating a membership product

Prev Next

A membership product is one time or recurring membership. Please refer to the Creating membership groups article for further details on how this product is utilised.

For example:

Product categoryProduct type (system defined)Product name
AccountsMembershipMonthly paid gym membership
Accounts MembershipYearly online health tribe support group subscription 


Steps

  1. Navigate to Setup > Shopping > Products & Packages
  1. Click Add Product


image.png

  1. Enter the Product Name
  2. Enter the product Category
    1. See Creating product categories for more information on adding product categories
  3. Under Product Type, select Membership
  4. Enter remaining product details, including Membership Group, Billing Cycle, Associated Prepaid/Voucher product, Retail Price etc
  5. Click Save

New prod - membership