How do I create a membership? – Marketing 360®

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