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📄Membership Add-Ons Product Summary

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

About

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

    • 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

     

    Prerequisites

    • Memberships is an additional Module that needs authorisation and activation. 
    • Membership Addons is an additional Module that requires the Membership Module and needs authorisation and activation. Contact your Account Manager
    • 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:
      • 'Accounts & Memberships'
        • All flags must be enabled
      • 'Billing'
        • All flags must be enabled
      • Operator Maintenance > 'Maintenance' Tab

     

    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:
      • Adding/selling Account Memberships & Add-Ons
      • Adding & Removing Membership Add-Ons after Membership have joined
      • Cancelling Memberships
      • Changing Memberships
      • Ability to Add & Save a Stored Card via SmartPOS for future payment options