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How to add network memberships to your location

When your location needs to get a membership from the network Parent. This is related to multi-location management.

Written by Samantha Postlethwaite
Updated this week

The network Parent decides whether organizations in its network can create their own memberships to sell.

This article is for organizations who must get a membership from the network Parent before they can sell it in their SmartRec store.

Otherwise, click here to learn how to create a local membership yourself.

Important concept before you start

With Amilia’s multi-location management, a network Parent organization (e.g., Headquarters, head office, ASO, etc., ) can create memberships that are valid across its entire network of Child organizations (e.g., locations). The Parent can share these memberships with all its Child locations, allowing each one to resell the same membership to its members.


1. How to add a network membership from the Parent

- Important -

Network memberships provides the memberships from the Parent.

Memberships shows the list of memberships added to your location.

You can view the memberships sold at your location as well as memberships obtained from the Parent in the Memberships tab. The Parent decides if your organization can create its own memberships, and/or if they must add them from the network.

Steps to add a network membership from the Parent

⚠️ Organizations able to create their own memberships will have an additional option to create a local Membership (it's not a membership from the Parent).

New Network membership

1. To obtain a membership from the Parent, click New membership: Network membership.

2. This opens the Network Memberships from the Parent that you can add to your location.

3. There are fixed term memberships and ongoing memberships:

  • Fixed term membership - Has a set end point (either a duration like 12 months or specific dates). It’s billed once at checkout and expires at the end of that period.

  • Ongoing membership - No expiration date. It renews automatically with recurring billing (often monthly) and continues until the client cancels.

4. You can add one or multiple memberships to your location, one at a time:

  • To add a single membership to your location at a time, click the '...' icon under Actions (to the right of the membership).

  • To add multiple memberships to your location at the same time, add a checkmark on the left to the memberships, and then click the topmost '...' blue icon above Actions.

5. Click Add to this organization. A success message will confirm it's done.

6. You'll return to Memberships. The membership(s) you added to your location will show a Draft status. Remember to apply a 'Draft' status filter to see them.

8. After you add a membership to your location, it needs additional setup before it can be sold in the SmartRec store. See the next section.


2. How to set up network memberships for sale

After you add a network membership to your location, there are a few fields to double-check before you can sell it in the SmartRec store.

1. Go to the Memberships subtab to see the list of memberships in your branch.

2. A membership that hasn't been set up yet will have a Draft status.

3. Click the membership's name to open its configuration form and make edits.

The network Parent decides if you can edit the membership price.

You can't edit the membership name, description, tags,
members configuration, term, or recurring billing option.

4. You can follow along for each section you can edit on a membership (price, ledger code, store display, linked drop-in activities, linked forms, and gender restrictions) by viewing this section in our article: How to create membership.

5. Click Save to save your membership edits.

6. After you edit a network membership for the first time, its status changes from Draft to Active.

⚠️ Important: Changes made to memberships at the network Parent level automatically update in child locations. This means if the Parent makes any changes, it overwrites any modifications you may have made at your location.


3. FAQ

1. What permissions do I need to import memberships?

To see memberships in the Memberships and Network memberships subtabs, you’ll need the View memberships permission. (Required)

To import memberships to your branch and make edits, you’ll need the Manage membership configurations permission. (Required)

2. What can I expect with billing fixed and ongoing memberships?

There are two types of memberships: fixed and ongoing.

How does billing work for fixed memberships?

Fixed memberships are invoiced just once—at checkout. This means that if a fixed membership lasts 12 months, the client pays a single upfront price that covers the entire duration of the membership.

How does billing work for ongoing memberships?

Ongoing memberships work a little differently. They’re invoiced once at checkout, then continue on a set billing schedule—where new invoices are automatically generated at the start of each billing period. The day the invoice is generated is called the 'Billing day'.

Let’s see how that works for memberships billed on the 1st or the 15th of each month.

Billing day

1st of the month

15th of the month

What does it cover?

From the 1st to the last day of the month (inclusively)

From the 15th of the month to the 14th of the next month (inclusively)


Example

Jan 1st - Jan 31st

Next Billing day is
Feb 1st

Jan 15th - Feb 14th

Next Billing day is
Feb 15th

Let’s take it a step further. The date a membership is first purchased in the store affects how much is charged at checkout. If a client buys their membership before or after the billing day, the invoice amount at checkout will be prorated accordingly.

Billing day

Feb 1st

Feb 15th

Purchase date

Jan 28th

Jan 28th

At checkout

(what does it cover?)

The client is invoiced a prorated amount to cover from Jan 28th - Jan 31st

The client is invoiced a prorated amount to cover from Jan 28th - Feb 14th

When is the next automated invoice?

On Feb 1st, the client is invoiced the full amount to cover from
Feb 1st - Feb 28th

On Feb 15th, the client is invoiced the full amount to cover from
Feb 15th - Mar 14th

3. Can I change the order of memberships as they appear in the store?

In the store, memberships appear in the same order they're listed in the Memberships tab. To rearrange the order:

  1. Hover on the left of the membership. A hand icon appears.

  2. Click and drag to the desired spot. Changes save automatically.

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