Modify a membership plan

Overview

This article guides you through the process of modifying a Term/Ongoing Membership plan.
The article is divided into the following seven topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Organisation level
Modify a membership plan

 

Prerequisites

Role

Your Role must have the "Manage membership plan" Permission to modify Membership plans.
Preset Roles that have this Permission are:

• Admin
• Master franchiser
• Franchisee
• Branch manager

 

Scope

To modify a Membership plan, you must have one of the above Roles within all of the Branches the Payment options are "Available for sale" in. i.e. If you want to modify a Membership plan that is "Available for sale" in Branch A, B and C, but you only have an Admin, Master franchiser, Franchisee or Branch Manager Role in Branch A and B, you will not be able to modify the Membership plan.

 

For more information on Roles, click here.
For more information on Permissions, click here.
For more information about Membership plans, click here.

 

Use case

Modifying a Membership plan enables you to change:

• the Membership name
• the Membership description
• the Access level associated with the Membership
• the number of Visits permitted (Visit pass only)

 

Navigation

Membership plans are modified at Organisation level:

Organisation level

To modify a Membership plan:
Navigate to Organisation level (light coloured menu)
Click on Management

Select Membership plans

All Membership plans that are "Available for" Branches within your Role's Scope are listed:

 

Modify a membership plan

To modify a Membership plan:

		Select the Membership plan you want to modify
		Click on the three vertical dots (on the right-hand side of the Membership plan)
		Click Edit
		Make the changes you require Note: Modifying a Membership plan enables you to edit: the Membership name the Membership description or the Access level associated with the Membership the number of Visits permitted (Visit pass only)
		Click Save