Some clubs offer August only memberships to bolster their revenue at the tail end of their season. This tutorial walks you through set up two types of August Only membership products: Flat Rate pricing and Per Member Pricing.
There are a few key steps that need to happen before you build your products.
Create a new Account Type named August Only or something similar. This can be done via MS Menu > Membership > Settings > Manage Account Types
Modify your Front Desk Settings to allow August Only account types to be checked in. NOTE: This should be done as close to August as possible or on August 1.
Example 1: Offering August Only Membership - Flat Rate Pricing
1. Create your August Only product
Navigate to the WordPress Menu > Products > Add New
Name this product and add a description for your membership.
This product should have the Fee Type set to Membership Fee.
Navigate to Flat Rate Pricing and set the price.
2. Edit Product Rules
Click Edit on the product.
Scroll down to the Show/Hide/Require Rules section.
Click Apply Rules checkbox
Under “Apply Rules,” choose Show since this is an offered product.
4. Add Account Type Rule
Click Add Rule.
Set the Rule Type to Account Type
Set the Comparison to Is Any Of
Set the field to Offered Membership and August Only
This means the product will be offered for accounts that are currently a Family Membership account type.
Set the Next Rule Relationship to And
Note: If not adding another rule, leave Next Rule Relationship blank.
5. Add Payment Status Rule
Click Add Rule.
Set the Rule Type to Payment Status
Set the Comparison to Is
Set the Field to Unpaid
Now this means the product will be offered for accounts that are Offered Membership or August Only account types AND are Unpaid payment status.
6. Add Post-Payment Actions
Select the checkbox for Apply Post Payment Action
Set the Rule Type as Account Type
Set the Comparison to Is Any Of
Set the Field to Offered Membership
Set the New Value to Account Type
Set the Field to August Only
8. Save the product as a Draft
Scroll up to the top of the product settings and select Update.
7. Publish the August Only product when you want to begin selling August Only memberships.
When you publish your product, it becomes available to your Offered Membership and August Only account types for purchase
8. Adjust your Front Desk Check-in Settings
Remember to adjust your Front Desk Settings to allow August Only account types to be checked in.
Example 2: Offering August Only Membership - Per Member Pricing
1. Create your August Only product
Navigate to the WordPress Menu > Products > Add New
Name this product and add a description for your membership.
This product should have the Fee Type set to Membership Fee.
Navigate to Per Member Pricing
Enable the checkbox for enable per member pricing and set the parameters to your preference. We have an article on Per Member Pricing if you need additional help.
2. Edit Product Rules
Click Edit on the product.
Scroll down to the Show/Hide/Require Rules section.
Click Apply Rules checkbox
Under “Apply Rules,” choose Show since this is an offered product.
4. Add Account Type Rule
Click Add Rule.
Set the Rule Type to Account Type
Set the Comparison to Is Any Of
Set the field to Offered Membership and August Only
This means the product will be offered for accounts that are currently a Family Membership account type.
Set the Next Rule Relationship to And
Note: If not adding another rule, leave Next Rule Relationship blank.
5. Add Payment Status Rule
Click Add Rule.
Set the Rule Type to Payment Status
Set the Comparison to Is
Set the Field to Unpaid
Now this means the product will be offered for accounts that are Offered Membership or August Only account types AND are Unpaid payment status.
6. Add Post-Payment Actions
Select the checkbox for Apply Post Payment Action
Set the Rule Type as Account Type
Set the Comparison to Is Any Of
Set the Field to Offered Membership
Set the New Value to Account Type
Set the Field to August Only
8. Save the product as a Draft
Scroll up to the top of the product settings and select Update.
7. Publish the August Only product when you want to begin selling August Only memberships.
When you publish your product, it becomes available to your Offered Membership and August Only account types for purchase
8. Adjust your Front Desk Check-in Settings
Remember to adjust your Front Desk Settings to allow August Only account types to be checked in.