How to Create Memberships

Modified on Fri, 8 Sep, 2023 at 1:34 PM

SimpleTix allows you to create memberships for your events.

This is a great way to give out benefits such as discounts, free tickets, or exclusive deals to members.



To create memberships:


1. Go to manager.simpletix.com

2. From the top menu, click on Memberships.


From the top menu, click on Memberships.



3. Once in the membership page, click the  Add Membership button.

  • This will initiate a page where you can add details for your new membership.


Once in the membership page, click the  Add Membership button.



4. Within the Add Membership page, add a Title for your membership.

  • This will be the visible name for the new membership.


Within the Add Membership page, add a Title for your membeship.



5. Choose the type of billing frequency for the membership.

  • Just Once - a one-time charge for the membership fee.
  • Bill Monthly - the charged amount will reoccur monthly based on the membership purchase date.
  • Bill Yearly - the charge will reoccur annually based on the membership purchase date.
  • Toggle the option to ON to enable it.
  • You can have multiple membership billing types with varying prices enabled.


Choose the type of billing frequency for the membership.



6. Specify the price you want to be charged for the membership cycle.


Specify the price you want to be charged for the membership cycle.



7. Add your preferred fee for the membership.

  • You can set it to zero or add a custom fee
  • You also have the option to click Recommended - this auto-computes the SimpleTix and payment processor fee for the purchase and adds it to the total bill.


Add your preferred fee for the membership.



8. Set a Category for your Membership.

  • This will sort it for easy access in the future.
  • You have the option to add it to an existing membership category from the dropdown.



Set a Category for your Membership.



  • Or click Create Category to add a new one.


Or click Create Category to add a new one.



  • After clicking Create Category, simply add the new category name and click Save.


After clicking Create Category, simply add the new category name and click Save.



9. Add a Teaser for your membership.

This will appear as the description if displayed on your event page.


Add a Teaser for your membership.



10. You have the option to make the membership available for purchase on your event site.

  • This option is disabled by default, meaning the membership can only be bought through the SimpleTix app or the admin page.
  • Check the box to enable purchase through your event site.


You have the option to make the membership available for purchase on your event site.



11. You can now add Benefit Details and inclusions for your membership in the text box.


You can now add Benefit Details and inclusions for your membership in the text box.



12. Add a photo for your membership thumbnail.

  • Drag an image to the grayed box or click the link to manually upload a file.


Add a photo for your membership thumbnail.



13. You have the option to set the membership as Taxable.

  • To do so, check the box then add your allotted tax rate.


You have the option to set the membership as Taxable.



14. If you'd like to send a welcome email to your members, check on Send Welcome Email.

  • This will be a personalized email sent after the order confirmation email.


If you'd like to send a welcome email to your members, check Send Welcome Email



15. Once enabled you'll see options to customize the email.

  • Add an Email Subject line.


Once enabled you'll see options to customize the email.



16. Specify an email address that will receive replies to the welcome email.


Specify an email address that will receive replies to the welcome email.



17. Customize your welcome email.

You can add your primary message including links, images, or videos.


Customize your welcome email.



18. After typing your email, you'll have the option to set an expiration date for your membership.

  • This option is disabled by default.
  • Once enabled, you can specify the number of days till expiration or set a specific date and time.


After typing your email, you'll have the option to set an expiration date for your membership.



19. Once done, click Save to finalize your changes.


Once done, click Save to finalize your changes.



20. You'll get a prompt saying your membership was successfully created.


You'll get a prompt saying your membership was successfully created.



21. You'll now see the new membership added to your membership list.


You'll now see the new membership added to your membership list.


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