Overview
Once your membership plans are built, this article covers how memberships are actually used day to day — selling them online and internally, how members log in and book, and everything operators can do on the register side (looking up members, checking them in, booking on their behalf, editing, and printing ID cards).
If you haven't set up a membership plan yet, start with the Setting Up a Membership article first.
Selling a Membership Online
When memberships are enabled for online selling, they appear on your book site under the memberships tab. The membership page lists all the plans you've created, each with a plus button to add it to the cart.
Here's the customer's purchase flow:
The customer adds one or more membership plans to the cart (for example, an adult season pass and a child season pass). Multiple individual or group passes can be purchased at once.
They enter their billing information — email, first name, last name, and phone number (this is the purchaser's info).
They then fill out the membership information for each pass — all the required and visible fields the operator configured (first name, last name, email, phone, birth date, address, etc.).
They click Next, pay, and receive two emails: a confirmation/receipt email, and a separate membership email containing the description, photo, QR code, membership ID number, and the activities they have exclusive access to.
Tip: Group passes are often most useful for things like family passes, where you want several named members on a single membership.
Selling a membership internally through the register app or web register follows the same steps as the book site.
How a Member Logs In and Books Online
A member who has purchased a membership can log in on the book site to access their member pricing and member-only rates:
On the book site, the member clicks the memberships tab, then the Member Login button.
They enter their phone number. The system texts a code to that number.
They enter the code, which logs them in.
Multiple memberships can be tied to a single phone number — if so, the system asks which membership plan is being applied.
Once logged in, a member can also view their booking history from within their membership profile — the past bookings they've created, shown with order numbers, activities, and the dates they booked.
Managing Memberships on the Register
The register side is where most membership management happens. There's a Member tab to the right of the Sell button in the register. This page shows the 50 most recently purchased memberships, which you can click into, or you can search by name, email, phone number, or membership ID.
From the Member tab you can also:
Sell Membership — Takes you into selling a new membership.
Member Lookup — Opens the device camera to scan a QR code, with a field to enter a member ID manually. Searching pulls up the member and opens their account.
Inside a Member's Profile
When you open an active membership, you'll have access to the following:
Resend Membership Email — Resends the membership email to the member.
Print All ID Cards — Prints ID cards if the hard ID card printer is connected.
Check In All — Checks in a single individual, or all individuals on a group membership, for the day and tracks a visit.
Benefits — A breakdown of the activities the member can book as part of their plan, including the individual rates and the number of uses remaining.
Availability — The days of the week and times of day the member can visit and be scanned as valid.
Member Information — Per member, you can check in an individual, print an ID card, assign a waiver, or revoke the member. A large photo displays if one was uploaded.
Viewing a Member's Booking History
Just as a member can see their own booking history when logged in online, operators can view a member's past bookings from within their membership profile in the register. The profile displays the bookings made using that membership, including order numbers, the activities booked, and the dates they were booked on. This makes it easy to see a member's full history at a glance while assisting them at the register.
Booking as a Member
Within the member's profile there's a Book button. Clicking it turns whatever cart you're working on into a member cart, which displays that member's specific pricing. This is how both member-only rates and member-only pricing show up at the register.
Editing a Member
An Edit button lets you update a member's first and last name, email, phone number, birth date, photo, gender, and address. Changes are saved and persist going forward.
Common Use Cases
Season pass holders booking online — Members log in with their phone number to access discounted member pricing when booking activities.
General-admission scan-in — Front-desk staff scan a member's QR code (or look them up) and use Check In All to log the day's visit.
Family memberships — A group membership with several named members, any of whom can be present to use the membership.
Member-only experiences — Use member-only rates so certain activities or pricing only appear to logged-in members.
Conclusion
Memberships are sold the same way online and internally, with members logging in via a texted code to unlock their pricing. On the register, the Member tab is your hub for looking up members, checking them in, booking on their behalf, editing their details, and printing ID cards. For reporting on your members, see the Memberships Report article.