The Key Steps
- Click the Settings icon
- Select Membership Templates under Global
- On the Membership Templates page:
- select Create Group - this will be your payment options for a specific program i.e. "Kids BJJ" or "Adult Martial Arts"
- Add the Group information and Agreement
- Click the Create Membership Group button
👇 For more detailed steps refer to the article below
Creating Membership Groups
The way membership options are sorted into Membership Groups in Pulse is intentionally flexible to meet the needs of your business.
A Membership Group contains all of the different pricing options for a particular type of membership.
In order to create your first membership group you will need to navigate to the Membership Templates page by clicking the Settings icon on the left side panel and then clicking on Membership Templates under the Global section.
The Membership Template page is where all your membership groups and pricing options will be listed. To create a membership group click on the Create Group button near the top right corner of the page.
Once on the Create Group page you will give the group a name. This name will appear on the pricing page when prospective students are looking at your pricing options.
You then have the option to specify the maximum number of classes students can attend per week in the Attendance Limit field. If a membership group has unlimited weekly class access, you would leave this field blank.
You also have the option in the Class Credits field to specify how many class credits come with these memberships. This option typically would only apply if you were selling a class package.
Next, you have to select which agreement you will associate with the membership options in this group.
You also have the ability to pick which tags you want to give members who sign up for any of the membership options in this group.
The final option in building your membership group is adding a cover image for the group by uploading a photo from your files. This image will show up on the Membership page of your customer portal.
When you are done setting up the membership group click on the Create Membership Group at the bottom of the page.