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Overview

This guide walks you through creating membership types and configuring the basics — from naming conventions to one-time vs. recurring billing.

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Enable Memberships on your account

1. To enable memberships on your account go to Advanced Options. Alternatively, click Settings and then Advanced Options on the left hand rail.
2. Ensure that Enable Memberships is toggled on. Click save

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Creating Membership Types

1. Log in to Manager Portal
2. Access the Membership Section
   • In the top navigation, click Memberships.
   • If not visible, ensure memberships are enabled in your account (contact SimpleTix Support if needed).
3. Add a New Membership
   • Click Add Membership (or Create New Membership).
   • Fill in details like:
     • Name (e.g., “Annual Pass,” “Monthly Donor”).
     • Description (brief overview of benefits).
     • Billing Type: One-time purchase or recurring (monthly/annual).
   • Save your changes.

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Configuring Pricing & Billing

• One-Time Purchase
  • Set a single price.
  • Optionally include an expiration date (e.g., good for 12 months).
• Recurring Membership
  • Choose the renewal frequency (monthly, yearly, etc.).
  • Add subscription details: price, renewal discount, etc.
• Service Fees
  • If you want to absorb fees or pass them on, check your membership’s pricing settings.

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Selling Memberships Online

Once your membership type is created:

• Public Store Listing
  • The membership can appear alongside other items (events, merchandise) if you configure it to be “Publicly Visible.”
• Customer Sign-Up
  • Buyers can add the membership to their cart and pay like any other item.
• Verification Email
  • After purchase, they’ll receive an email from clientservices@simpletix.com with membership info and next steps.

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Selling Memberships Over the Phone

1. Go to the Memberships Page in the Manager Portal.
2. Sell Membership: Click a Sell Membership button (or similar link).
3. Enter Customer Details: Payment info, email, etc.
4. Complete Transaction: The membership is now active, and the customer receives an email confirmation.

Tip: For recurring memberships, always confirm card details and ensure the renewal plan is clearly explained to the buyer.

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Best Practices

• Name & Description: Make them clear — include benefits or coverage periods.
• Use Tiers: Create multiple membership levels (Silver, Gold, Platinum) to encourage higher tiers.
• Test Before Going Live: Purchase a test membership to see the emails and user flow.
• Link to Your Membership Page: Share a direct link for quick sign-ups, especially helpful in marketing emails or on social media. To get a link to share, click Memberships on the top rail and click the Buy Link button to take you to the consumer facing checkout page.

Once memberships are set up, head to Member Management to learn about day-to-day tasks — issuing comp tickets, editing user details, emailing members, etc.