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  1. Xenegrade
  2. Understanding the Data
  3. Memberships

Fee Groups / Memberships - Using Paid Memberships Part 2

This part of the article explains the process of purchasing Paid Memberships through the Admin and WebReg modules. It includes instructions for enabling Membership purchases, client management of Memberships, and managing Memberships within the WebReg system.

Navigation:
Main Menu → Selects → Fee Groups

Applies To:
Enterprise, Plus

Memberships Part 1

Purchasing a Paid Membership

From the Admin Module

Purchasing a membership via the Admin module is similar to adding an assignment. Follow these steps:

From the Admin Module:

  1. To register clients for products, go to Main Menu → Clients → Assignments.
  2. The process for completing the registration is the same as for courses.
  3. Be sure to select Membership for the Service Type.

From the WebReg Module

To allow clients to purchase Paid Memberships online via the WebReg module, perform these setup steps:

  1. Enable WebReg Paid Membership:
    • Go to Admin/Security → Settings → Web Options.
    • Edit the Registration panel.
    • Scroll down to locate the Enable Select Features section and select the Memberships-Paid option.
    • Be careful not to un-highlight other options. Only Paid should be selected.
  2. Tag Fee Groups for WebReg:
    • Tag each Fee Group/Membership available for purchase in the WebReg module as Web Display = Yes.
    • Ensure each Fee Group has a corresponding Membership record and fee, even if the fee is zero.
  3. Create an Informational Page:
    • Use the View Page feature to create an informational page about the Memberships for potential clients who do not yet have account profiles.

Client Experience with Paid Memberships

Once configured, clients can purchase memberships through MyAccount in the WebReg module. Here’s what they can do:

  • View Membership Status:
    • The My Memberships section displays under the MyAccount menu. Clients can review their Membership history and current status.
  • Renew or Upgrade Membership:
    • Clients can renew their current Membership or purchase a different Membership level.
    • If the current Membership doesn’t have an expiration date, clients can purchase a different Membership level.
  • Free or Default Membership:
    • If a free or default Membership is available, clients can select the free level in place of the paid Membership.
  • Purchasing Process:
    • Clients select the Membership level they desire and add it to their cart.
    • Memberships must be purchased alone—they cannot be purchased with a Course/Product in the same cart.
    • After purchasing the Membership, clients can then proceed with a course purchase using the new Membership's fee structure.
  • Handling Multiple Membership Purchases:
    • If a client purchases a different Membership level within the last three weeks of their current Membership, the new Membership takes effect the same day, and the prior Membership expires the day before.
  • Limitations:
    • Clients cannot purchase Memberships for other clients online.
    • For Family or Corporate Memberships, clients must contact your office to specify the additional Client records that should be part of the membership.
  • New Account Membership Requirement:
    • When a new account is created, the client is automatically directed to purchase a Membership before they can make any course registration purchases.

In Cart Membership Option

This feature allows clients to add a Membership to their cart and make other purchases in the same cart using the Fee Group rate for the new Membership.

Restrictions:

  • The In Cart Membership feature is not available for WebReg modules that access multiple branches.
  • Only one Membership can be added to the cart at a time.
  • The Membership must be the first item added to the cart to use the Membership Fee Group rate for additional purchases.
  • If the Membership is removed from the cart, all items in the cart are also removed.

How to Enable the In Cart Membership:

  1. Navigate to Admin/Security → System Settings.
  2. Locate the "Enable Cart Membership" record.
  3. Set the [Enable] field to Yes.
  4. Save the record.

Conclusion

Purchasing and managing Paid Memberships involves setting up the membership options in both the Admin and WebReg modules. By following the steps provided, clients can easily purchase, renew, and manage their memberships, ensuring smooth integration with other courses and products. For further assistance, refer to related articles or contact support.

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