1. Go to Setup > Setup Packages & Memberships > Setup Memberships
2. Click Add New
3. Add Membership Details
- Name is the name of the membership
- Price is the amount to bill
- Billing Cycle is how often to auto-bill
- Service Package to auto credit every time the membership bills
- Auto Expire Package checkbox if enabled will auto expire the remaining services within the
- Service Package at the end of the membership billing cycle.
- Display Order is the order in which to display the memberships in the drop down & setup.
- Available for Self-Purchase if enabled the client will be able to purchase the membership online.
- Client Facing Name will display when the client purchases the Membership online.
- Description will display when the client purchases the Membership online.
4. Click Save