In this article, you will learn: How to create a Membership upgrade.
Contents
Quick Guide
- Go to Settings / Membership signing / Membership Upgrades.
- Click Create Membership Upgrade.
- Select the upgrade and adjust the settings.
- Set the upgrade to Active.
What is a Membership upgrade?
A Membership upgrade allows you to modify an existing membership. For instance, if you offer various memberships in different price categories with different services, this feature can be useful for you. Your members can use the self-service to upgrade their membership independently, concluding a new membership without you needing to take action.
You can create the options and memberships that your members can choose from.
Create a Membership upgrade
To create a Membership upgrade, go to Settings / Membership signing / Membership Upgrades in the main menu.
Click Create Membership Upgrade at the top right and a window will open. Give the upgrade a name.
The upgrade will then appear in the list with the name you provided.
Customize Membership upgrade
When you click on the upgrade, a new overview will open where you can make various adjustments.
You will see several tiles, each with its own three-dot menu. You can manage the settings for each topic through this menu.
The three-dot menu at the top right allows you to enable or disable the Membership upgrade for different locations.
Under the Source rates tile, you specify from which memberships this upgrade can be started. Edit this option through the three-dot menu to add the source rates (via Add source rate) for which the upgrade should be available.
In the Upgrade offers tile, you choose the offers your members can upgrade to. You will be shown a list of your existing offers to select from, and you can mark an offer as recommended (Activate recommendation).
The Member Platform display tile lets you adjust how the offer appears in the self-service for your members, adding images and texts to describe the offer.
With the Promotion feature, you can make the Membership upgrade visible in different places, such as the app dashboard, your studio page, or the self-service. Here you configure the banner shown to members, including its image, text, size, and an optional discount badge.
In the User consent tile, you can edit the text displayed to your members when they want to complete a Membership upgrade. Your members must confirm this text by ticking a checkbox before completing an upgrade.
Once you have made your adjustments, remember to set the Membership upgrade to Active for the locations where it should be displayed.
Note: This article was created with the help of artificial intelligence and editorially reviewed.