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How to Create a Membership to Sell: https://help.pm.leapevent.tech/a/979967
PatronManager Memberships are a simplified version of a Ticketable Event, which is great because that means you can sell them alongside tickets and admission on your Public Ticketing Site or in PatronManager Box Office.
When a patron purchases a membership, they immediately receive a Portal user login (if your organization uses PatronPortal), and their Member Benefits are created and applied automatically. Benefits could include specific member discounts and/or presale access. Learn how to create a Membership to sell below!
You can also learn more about how Memberships and Benefits work in PatronManager.
In order to set up a Membership for sale, you'll need the appropriate Benefit Levels first. We've got a guide for creating Benefit Levels here.
1. Access Membership Setup from the PatronTicket Hub
Or click on the app launcher
Then search and click "Membership Setup"
2. Click "Membership Inventory"
3. Click "New Membership", or select your existing Membership program if you have one
Your Membership Program is where you'll list all the various Membership Levels a patron can purchase, and where you'll describe all the perks and benefits of membership.
Most organizations have just one Membership Program, while others have different ones for different purposes or areas of their organization, for example a theatre membership vs a museum membership.
4. Name your Membership Program and fill in additional info as follows
- Name your Membership Program. This is visible on your Public Ticketing Site and in confirmation emails.
- Set it to Active (unless it's an old program you've retired).
- (optional) set the Sale Start and/or End Date. This only affects visibility on the Public Ticketing Site.
- (optional) set the General Ledger Code for use in reports on Membership sales.
- (optional) set the Sort Order. If you have multiple Membership Programs, this will define the order in which they appear on the Public Ticketing Site.
- (optional) set a custom confirmation email template override for this specific Membership. If this is blank, buyers will receive the normal Membership Confirmation Template.
- (optional) select Non-taxable if you have Sales Tax turned on and this Membership should be excluded from Sales Tax. If this Membership should have Sales Tax charged, leave this unchecked.
- Give a brief description of your Membership Program. This will appear on the "Memberships" landing page on the Public Ticketing Site.
- Describe your Membership Program in more detail. This will appear where the patron is choosing their membership to purchase, and is a great place to describe the various perks of different member levels.
- (optional) set some Custom Cart Text to appear for a patron on the Public Ticketing Site when they have this Membership in their cart.
- Save!
5. Click "New Membership Price Level"
6. Fill in the price information for a Member Level, and choose the corresponding Benefit Level from the drop-down
- Name the Membership Level, e.g. "Platinum", "Gold - Household", etc.
- Set the Price. This is the amount the buyer will pay, plus the Fee.
- Set the Fee, if any, which will be added to the base Price.
- Fair Market Value: see below.
- To allow sales of this Membership Level, set it to Active.
- To allow online purchases of this Membership Level on your Public Ticketing Site, set the Visibility to Public. If the Membership Level should only be sold by internal staff, set it to Private.
- Use the picklist to select the Benefit Level that corresponds to this Membership Price Level. When a patron purchases this Membership Level, they'll receive the Benefit you select here.
- Set the Sort Order to define the order in which Membership Price Levels display. Lower numbers are listed first.
- If you'd like members to be able to purchase this Membership within a price range, check the PWYW box. If checked, this makes the Price the minimum price for this Membership, and members will be able to enter a greater amount to pay, if desired.
- A Price Level cannot be made PWYW or changed from PWYW to a regular Price Level after saving. In other words, once this box is checked, it cannot be unchecked. Likewise, if a Price Level is saved with this box unchecked, this box cannot be checked.
- Save!
Q: How should I handle Fair Market Value?
A: If some or all of the Membership Price is considered a Donation, set a value in the Fair Market Value field that corresponds to any portion of the price which is not tax deductible for the member. The difference between the Fair Market Value and the price the buyer pays will then be counted as a Donation. To count the entire price of the Membership as a Donation, set the Fair Market Value to $0.
Otherwise, if none of the Membership is considered a Donation, leave Fair Market Value blank.
7. Did you come from our Setting up Your Membership Program: Home article?
Well, good work - you're done!