Step 1: From your Addmi dashboard, make sure that the membership feature is enabled. Click on the name in the top-right corner and "Manage Account". Next, enable memberships. Make sure to save the changes.
Step 2: Navigate to the "Membership" tab. Begin creating a new membership by clicking on “Create Membership”.
Step 3: Add in the membership name and description. Next include the necessary information for pricing and taxation. Finally, you can include free incentives for your membership. (Tip: You must enter a payment plan to continue.)
Step 4: Once created, you can navigate through the customizable membership options, such as: Levels, Form Fields, Members, Invoices, and Settings.
- Home: View all available membership levels and the number of active members that are under that membership
- Levels: View specific details on the current membership levels
- Form Fields: Customize what information is collected from the member when purchasing the membership.
- Members: View all members that have purchased a membership. This page will display the membership, the pricing plan, the members name, the current membership status, and the payment period.
- Invoices: View the current memberships that have been billed. See whether the invoice is paid or overdue.
- Settings: Adjust all membership settings.
Memberships Online:
Customers can now view and purchase memberships by accessing your online store and clicking on “Membership”
Membership Discounts for Events:
Customers can also enter their email address associated with their membership to receive a preset, discounted price for events. This option does require you to enable the discount in the “Event” tab during the "Event Ticketing" settings.