Our subscription module allows you to sell memberships, a service or combinations that include 1 membership with multiple services.
Prior to selling the subscriptions, ensure all your memberships and services are created.
If your operation is seasonal, you can configure a Default end date to ensure the subscriptions end at the end of your golf season. Without this configuration, your membership duration is a year from the date of sale. We recommend setting this to November/ December in case your golf season lasts longer than anticipated!
The subscriptions module will allow you to achieve the following options:
Sell stand-alone memberships or services.
Sell a membership alongside multiple services
Navigate to Customers > Search Customer
On the Subscriptions tab, select the sell icon at the top right in order to build your quote.
Choose the Start/End Date of the subscription. The default start date will be today, and the default end date will be a year from the sale date or your chosen default end date.
Auto-Renew: If you are selling the membership onto a credit card or to be charged to the house account you can auto-renew the subscription. Here are some things to consider when you choose to auto-renew:
Price: When the subscription gets auto-renewed it will take the current listed price of the membership in your settings. This will allow you to change the price of an auto-renewed membership year over year
Length: The auto-renewed subscription will also match the same amount of days as the initial subscription sold
Example 1: A subscription sold from January 1, 2022 to December 31, 2022 will renew on January 1, 2023 and expire on December 31, 2023
Example 2: A subscription sold May 1st - August 31st, 2022 (4 month subscription) will auto-renew to start on September 1st, 2022 and end 4 months later on December 31, 2022
Payment Instalments: if you initially sell the subscription with a monthly payment strategy this will play a factor in the auto-renewed monthly subscription payments:
When the subscription is auto-renewed it will collect the 1st monthly payment in the first 30 days of the auto-renewed subscription, even if this was not the case in the initial subscription sold.
Example 1: Subscription that runs from January 1 to December 31 with payment instalments starting on May 1 and continuing monthly until Aug 1, in the auto-renewed subscription the first monthly payment would be on January 1 and continue monthly until April 1
Example 2: Subscription starts January 15, 2022 - January 14, 2023 with auto-renew turned on and a billing date of the 5th of the month. In the renewed subscription starting January 16th, 2023, the first monthly payment will be on February 5th, 2023
Click on Add > Select Membership > Choose Membership > Assign
Click on Add > Select Services > Choose service > Assign and follow the same process for any additional services you wish to sell.
Please Note: You can only have one active membership on a customer profile at a time.
You can offer a discount or change the price of the item by clicking on the membership or service. You can either change the price or offer a percentage discount.
Make sure all information is accurate, subscription schedule and all items are included. Click on Continue or Sale to go the payment screen.
Membership and Services Payment Methods:
For credit card and house account, you can choose the specific billing date for the dues, regardless off the active date range of the membership. IE. you can bill a customer starting today for a membership that begins in the future.
Credit Card: If you have Stripe configured, you can bill membership dues directly onto the customer's credit card. You also have the option to partition the payment into however many consecutive months. See Below
On Account: This will charge the membership dues onto the customer's house account and will be included in the next month's statements. You also have the option to partition the payment into however many consecutive months. See Below
Register: This will bring the sale into the POS where you can take a lump sum payment for it. There is no option to auto-renew or bill monthly when choosing the register.
Once you have selected the payment method, click on Save and this will trigger the payment strategy you have selected.