How do I create a new membership?

This article will guide you in creating a new membership.

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Navigating to memberships

Creating a membership

Loom Video

 

Navigating to memberships

1. Log in to your Moxie Suite account using this link.

2. Within the Global Nav click  Services & Products > Memberships

Creating a membership

1. On the Memberships page you'll see the following:

• • + Create a membership button
  • Search bar 
  • Current tab
  • Archived tab

Click on the +Create a membership button to proceed. 

 

2. On the Title & Description page you'll:

• • Enter a title for your membership
  • Select a membership category to relate different membership tiers to each other. 
  • Click on the Allow clients to purchase in online store checkbox if you wish to have this membership available for purchase online. 
  • Enter a description
  • Click Create when finished

 

3. On the Setup Membership page we'll finish creating the membership. Click on Price and billing details. 

 

4. On Price & billing detail you'll:

• • Enter a price for the membership
  • Select a billing frequency from the drop down =menu
  •  Toggle on optional fees:
    • Initiation fee
    • Early termination
  • Click Save when complete

 

5.  Click on Perks to continue.

 

6. On the Perks page click the + Add a perk button > select a perk type on the pop up > Continue. 

In our example we'll first create a discount perk followed by a dollar deposit perk. 

 

7. After clicking Continue on a discount perk select the type of discount from the available options. In our example we're creating a service product discount for all tox products. 

 

8. On the discount page you'll enter all required information. If you're following along and creating a service product discount this will include:

• • Entering a discount name
  • Adding the service product(s) the discount will apply to
  • Selecting a dollar amount or percentage off and enter the amount
  • Toggle on the optional "apply to a specified number..." if the discount should only apply to a set number of units. 
  • Click Add when finished. 

 

9. The perk will be displayed on the Perks page. Let's continue by creating a dollar deposit perk next. Click on + Add a perk > Dollar Deposit > Continue. On the Dollar deposit page enter the amount that should be deposited into the client's wallet every billing cycle. 

 

10. On the perks page you'll see all added perks and will be able to edit - by clicking on the pencil icon - or remove perks - by clicking on the trash icon. Click the purple Save button when finished. 

 

11. We include an extensive membership agreement form here and encourage you to review and make edits according to your specific policies. 

12. After finishing all steps click on the purple Save button on the Setup Membership page to create the new membership. 

13. The new membership is now created and visible from the Memberships page

Ta da 🙌, you've successfully create a new membership. 

Watch the video on creating memberships below.