Membership Categories help manage and report on membership contracts, specifically across multiple locations. Membership Categories are useful for:
Making quicker edits
Streamline setup for new studio locations
View performances across all locations
Intro to Membership Categories
Navigate Membership Categories
Create a Membership Category
Go to Products > Memberships > Contracts > Manage Categories.
Select Create Category > insert name > Save.
Under Manage Categories, you can edit the name and delete any existing Categories.
If you edit the Category name, it will replace the previous name in all reporting.
Assigning a Contract to a Category
There are two ways to assign a Membership Contract to a Category.
From the Contract tab
Place a check next to the contract > Move > select the category.
From the Contract Settings
When editing or creating a new Contract, use the Membership Category field.
If there are no categories, all contracts will be grouped under Uncategorized Memberships.
Table Data
The Membership Categories will display the following data for each Contract. Click in the field to make immediate updates.
Name: Membership Contract name
For reporting purposes, only edit for typos.
Location (Non-Editable): The location(s) that the membership contract is assigned to
Price: Price of the Membership Contract
If there are multiple currencies, hover on the price to reveal all prices and modify the specific currency.
Purchase Agreement: Purchase agreement(s) assigned to the membership contract
Membership Type
Updating the Type will update the location and purchase agreement.
Status Toggle: Active/Inactive
Edit Description (Pencil Icon): The membership contract's default description visible to customers on the Buy Page
Open Contract
To open the Membership Contract settings, hover over the contract > click the expand icon.
Bulk Edits
The following actions can be done for multiple contracts. Place a check by each Contract or Membership Category and select the action.
Move: Change the Membership Category.
Duplicate: Make copies of membership contracts.
Delete
To keep things running smoothly, you can only duplicate up to 15 membership contacts at once. Stay on the page to ensure successful duplication.
Filter Options
You can view contracts in select location(s) by clicking on Filters.
You can filter for a specific contract(s) by typing in the search bar. All membership categories that do not contain a contract with the search term are pushed to the bottom.
Reporting
Membership Categories will be listed in the following reports, along with a filter.