Set up Memberships

Memberships are a way to collect recurring payments for a subscription to certain benefits based on membership status.

Members can update their own payment information and see the status of their memberships. Memberships are a way to:

• Attempt collecting payments on an automatic schedule - monthly, annually or every ___ days.
• Offer members special aircraft rates, instruction discounts, product discounts and special role/permission privileges.
• Automatically demote the role or deactivate members who cancel their subscription or go past due.

To set up a new Membership, go to Settings > Billing Hub > Memberships & Price Groups > Add New > Membership

• Name: brief and concise like "Gold Membership" or "Silver"
• Active: You can have a new membership start out as inactive by selecting No
• Sales Description: Provide a longer description to potential memberships up to approximately 200 words
• Selling Price: The amount that will be automatically billed according to the membership schedule
• Renews Every: The membership schedule for billing, which can be according to number of Day(s) or Month(s)
• Account: The account for categorizing your sales activity for this membership
• Tax: The tax rate to apply to the membership pricing
• QuickBooks Item: If integrated with QBO, enter two or more characters to connect the membership billing to Quickbooks
• Aircraft Rate Type - Select the Aircraft Rate Type to use for this membership
• Instruction Discount: To offer a discount on all sales with the Service Type of Instruction, enter the percentage here
• Product Discount: To offer a discount on all sales with the Product Type of Product, enter the percentage here
• Mechanic Labor Discount: To offer a discount on all sales with the Service Type of Maintenance, enter the percentage here (only applies if using MX Hub)
• Parts Discount: To offer a discount on all sales with the Product Type of Parts, enter the percentage here (only applies if using MX Hub)
• Activate Member: When assigning a membership to a customer, Yes automatically makes the person an active member in the membership group
• Assign to Role: When assigning a membership to a customer, the selected role is automatically assigned to the person's account

Once you have set up the memberships, you can sell them as subscriptions to collect payments on a recurring basis.