History for "Creating and Managing Add-ons"
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Updated by Layla, Oct 03, 2023 at 12:40pm
Add-ons are a great way to bill a member for something that is added to their membership. This could be something recurring like a sit-stand desk that you’d bill every month or something that happens one time like adding a door logo. Another great example of an add-on is a
default memberDefault Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Default membership, the Default Member can still purchase punch passes and daily drop-ins to use the space.Creating an Add-on:
From the dashboard, navigate to Manage Members/Users > Add-ons. Select New Add-on at the top of the page.
- Name
- Add-on Category: This will be used in your revenue reports
- Taxes: if applicable.
- Recurring: Check this box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Please note: If the membership is recurring, the add-on must be recurring. If a membership is non-recurring, the add-on must be non-recurring.
- Enabled: Check this box if this add-on is currently available. Un-check if this add-on is no longer available. If unchecked, it will still be billed to any member that has the add-on applied.
- Description
- Membership types: Check all memberships in which this add-on can be applied.
- Grandfather Existing: When making changes to add-ons, check this box to only apply the new changes to members who purchase the add-on after the changes are made.
- Create Add-on.
Managing an Add-on
- Members can only apply add-ons at the time they sign up.
- Managers can always apply add-ons to a member's account; add-ons cannot be retroactively applied on the member's front end. For this reason, the member will be charged for the prorated amount of the add-on when it is added to their account.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "enabled".
- When add-ons are created by owners/managers after members have signed up for a membership, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
Please note: When an admin adds an add-on to a member's account, a recurring add-on will be prorated and charged. One-time add-ons will be charged in full.
Adding an Add-on to a Member's Account
To administratively add an add-on to a member's account navigate to Manage Members/Users> Member/User List > select Edit for the member > select the add-on(s) from the drop-down menu. Select Save Changes.
Please note: Only recurring add-ons will show in the drop-down if the membership is recurring. Only non-recurring add-ons will show in the drop-down if the membership is nonrecurring.
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Updated by allison blevins, Oct 03, 2023 at 11:35am
Add-ons are a great way to bill a member for something that is added to their membership. This could be something recurring like a sit-stand desk that you’d bill every month or something that happens one time like adding a door logo. Another great example of an add-on is a
Community Memberdefault member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to aCommunity MemberDefault membership, theCommunityDefault Member can still purchase punch passes and daily drop-ins to use the space.Creating an Add-on:
From the dashboard, navigate to Manage Members/Users > Add-ons. Select New Add-on at the top of the page.
- Name
- Add-on Category: This will be used in your revenue reports
- Taxes: if applicable.
- Recurring: Check this box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Please note: If the membership is recurring, the add-on must be recurring. If a membership is non-recurring, the add-on must be non-recurring.
- Enabled: Check this box if this add-on is currently available. Un-check if this add-on is no longer available. If
un-checkedunchecked, it will still be billed to any member that has the add-on applied. - Description
- Membership types: Check all memberships in which this add-on can be applied.
- Grandfather Existing: When making changes to add-ons, check this box to only apply the new changes to members who purchase the add-on after the changes are made.
- Create Add-on.
Managing an Add-on
- Members can only apply add-ons at the time they sign up.
- Managers can always apply add-ons to a member's account; add-ons cannot be retroactively applied on the member's front end. For this reason, the member will be charged for the prorated amount of the add-on when it is added to their account.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "enabled".
- When add-ons are created by owners/managers after members have signed up for a membership, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
Please note: When an admin adds an add-on to a member's account, a recurring add-on will be prorated and charged. One-time add-ons will be charged in full.
Adding an Add-on to a Member's Account
To administratively add an add-on to a member's account navigate to Manage Members > Member List > select Edit for the member > select the add-on(s) from the drop-down menu. Select Save Changes.
Please note: Only recurring add-ons will show in the drop-down if the membership is recurring. Only non-recurring add-ons will show in the drop-down if the membership is
non recurringnonrecurring.Follow this link to learn about Add-ons for Teams. -
Updated by Megan Pastor, Jun 27, 2023 at 9:11am
add ons -
Updated by Megan Pastor, Jun 27, 2023 at 9:11am
Add-ons are a great way to bill a member for something that is
additionaladded to their membership. This could be something recurring like a sit-stand desk that you’d billforevery month or something that happens one time likephoto copiesadding a door logo. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.Creating an Add-on:
From the dashboard, navigate to Manage Members > Add-ons. Select New Add-on at the top of the page.
- Name
- Add-on Category: This will be used in your revenue reports
- Taxes: if applicable.
- Recurring: Check this box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Please note: If the membership is recurring, the add-on must be recurring. If a membership is non-recurring, the add-on must be non-recurring.
- Enabled: Check this box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Description
- Membership types: Check all memberships in which this add-on can be applied.
- Grandfather Existing: When making changes to add-ons, check this box to only apply the new changes to members who purchase the add-on after the changes are made.
- Create Add-on.
Managing an Add-on
- Members can only apply add-ons at the time they sign up.
- Managers can always apply add-ons to a member's account; add-ons cannot be retroactively applied on the member's front end. For this reason, the member will be charged for the prorated amount of the add-on when it is added to their account.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "enabled".
- When add-ons are created by owners/managers after members have signed up for a membership, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
Please note: When an admin adds an add-on to a member's account, a recurring add-on will be prorated and charged. One time add-ons will be charged in full.
Adding an Add-on to a Member's Account
To administratively add an add-on to a member's account navigate to Manage Members > Member List > select Edit for the member > select the add-on(s) from the drop-down menu. Select Save Changes.
Please note: Only recurring add-ons will show in the drop-down if the membership is recurring. Only non-recurring add-ons will show in the drop-down if the membership is non recurring.
Follow this link to learn about Add-ons for Teams.
ER 7.15.21 -
Updated by Emma Reimer, Jul 15, 2021 at 4:00pm
Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.
Creating an Add-on:
From the dashboard, navigate to Manage Members > Add-ons. Select New Add-on at the top of the page.
- Name
- Add-on Category: This will be used in your revenue reports
- Taxes: if applicable.
- Recurring: Check this box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Please note: If the membership is recurring, the add-on must be recurring. If a membership is non-recurring, the add-on must be non-recurring.
- Enabled: Check this box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Description
- Membership types: Check all memberships in which this add-on can be applied.
- Grandfather Existing: When making changes to add-ons, check this box to only apply the new changes to members who purchase the add-on after the changes are made.
- Create Add-on.
Managing an Add-on
- Members can only apply add-ons at the time they sign up.
- Managers can always apply add-ons to a member's account; add-ons cannot be retroactively applied on the member's front end. For this reason, the member will be charged for the prorated amount of the add-on when it is added to their account.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "enabled".
- When add-ons are created by owners/managers after members have signed up for a membership, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
Please note: When an admin adds an add-on to a member's account, a recurring add-on will be prorated and charged. One time add-ons will be charged in full.
Adding an Add-on to a Member's Account
To administratively add an add-on to a member's account navigate to Manage Members > Member List > select Edit for the member > select the add-on(s) from the drop-down menu. Select Save Changes.
Please note: Only recurring add-ons will show in the drop-down if the membership is recurring. Only non-recurring add-ons will show in the drop-down if the membership is non recurring.
Follow this link to learn about Add-ons for Teams.
ER 7.15.21
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Updated by Emma Reimer, Jul 15, 2021 at 3:59pm
Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.
Creating an Add-on:
From the dashboard, navigate to Manage Members > Add-ons. Select New Add-on at the top of the page.
Create a Name for your add-on.Add a Cost; if you leave it blank, the add-on will be free.- Name
- Add-on Category: This will be used in your revenue reports
ChooseTaxes:,if applicable.- Recurring: Check
thethisRecurringbox if this add-on will bill on a recurring basis (such as every month).- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Please note: If the membership is recurring, the add-on must be recurring. If a membership is non-recurring, the add-on must be non-recurring.
Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.- Enabled: Check
thethisEnabledbox if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied. - Description
- Membership types: Check all memberships in which this add-on can be applied.
- Grandfather Existing: When making changes to add-ons, check this box to only apply the new changes to members who purchase the add-on after the changes are made.
Create aDescriptionCreate Add-on.of the add-on.Choose the Memberships that will apply to this add-on.Click the Create Add-on button to save.
Managing an Add-on
- Members can only apply
Addadd-ons at the time they sign up. Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end. For this reason, managers have the option of charging the member for the prorated amount of the add-on.- Managers can always apply add-ons to a member's account; add-ons cannot be retroactively applied on the member's front end. For this reason, the member will be charged for the prorated amount of the add-on when it is added to their account.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "
Enabledenabled". - When add-ons are created by owners/managers after members have signed up for a
Membershipmembership, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
Please note: When an admin adds an add-on to a member's account, a recurring
reservationadd-on will be prorated and charged. One time add-ons will be charged in full.Adding an Add-on to a Member's Account
To administratively add an add-on to a member's account navigate to Manage Members > Member List > select Edit for the member > select the add-on(s) from the drop-down menu. Select Save Changes.
Please note: Only recurring add-ons will show in the drop-down if the membership is recurring. Only non-recurring add-ons will show in the drop-down if the membership is non recurring.
Follow this link to learn about Add-ons for Teams.
ER 7.15.21
-
Updated by Emma Reimer, Jul 15, 2021 at 2:50pm
Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.Creating an Add-on:
From the dashboard, navigate to Manage Members > Add-ons. Select New Add-on at the top of the page.
From the dashboard, navigate to Manage Members > Add-ons.Choose the New Add-on button at the top of the page.- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Memberships that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on
:- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end. For this reason, managers have the option of charging the member for the prorated amount of the add-on.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a Membership, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
Please note: When an admin adds an add-on to a member's account, a recurring reservation will be prorated and charged. One time add-ons will be charged in full.
To administratively add an add-on to a member's account navigate to Manage Members > Member List > select Edit for the member > select the add-on(s) from the drop-down menu. Select Save Changes.
Follow this link to learn about Add-ons for Teams.
ER
3.5.217.15.21 -
Updated by Emma Reimer, Mar 05, 2021 at 10:48am
Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.
Creating an Add-on:
- From the dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on:
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end. For this reason, managers have the option of charging the member for the prorated amount of the add-on.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
Please note: When an admin adds an add-on to a member's account, a recurring reservation will be prorated and charged. One time add-ons will be charged in full.
To administratively add an add-on to a member's account navigate to Manage Members > Member List > select Edit for the member > select the add-on(s) from the drop-down menu. Select Save Changes.
Follow this link to learn about Add-ons for Teams.
ER
10.8.203.5.21 -
Updated by Emma Reimer, Oct 08, 2020 at 10:30am
Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.
Creating an Add-on:
- From the dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on:
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end. For this reason, managers have the option of charging the member for the prorated amount of the add-on.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
To administratively add an add-on to a member's account navigate to Manage Members > Member List > select Edit for the member > select the add-on(s) from the drop-down menu. Select Save Changes.
Follow this link to learn about Add-ons for Teams.
ER 10.8.20
-
Updated by Emma Reimer, Oct 08, 2020 at 10:29am
Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.
Creating an Add-on:
- From the dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on:
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end. For this reason, managers have the option of charging the member for the prorated amount of the add-on.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
The space owner/manager is able to administratively apply the add-ons for individual member(s) via Manage Members > Member List , and select Edit for the member > select the add-on(s).When an add-on is added to a membership, the current state of the add-on settings is applied. If changes are made to the add-on settings those are only applied when it is applied to a membership after the changes have been made.
To administratively add an add-on to a member's account navigate to Manage Members > Member List > select Edit for the member > select the add-on(s) from the drop-down menu. Select Save Changes.
A recommended option for add-ons created post-Membership Type creation/assignment:Administrators can create a new Membership Type with the new add-ons and request existing members change their membership (which would then allow for Add-On selection). This would result in more membership types (and control who has access to which add-ons), while still putting the power/ability in the member’s hands. -
Updated by Emma Reimer, Oct 08, 2020 at 9:59am
Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.Creating an Add-on:
- From the dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on:
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end. For this reason, managers have the option of charging the member for the prorated amount of the add-on.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
- The space owner/manager is able to administratively apply the add-ons for individual member(s) via Manage Members > Member List , and select Edit for the member > select the add-on(s).
- When an add-on is added to a membership, the current state of the add-on settings is applied. If changes are made to the add-on settings those are only applied when it is applied to a membership after the changes have been made.
A recommended option for add-ons created post-Membership Type creation/assignment: Administrators can create a new Membership Type with the new add-ons and request existing members change their membership (which would then allow for Add-On selection). This would result in more membership types (and control who has access to which add-ons), while still putting the power/ability in the member’s hands.
-
Updated by Emma Reimer, Oct 08, 2020 at 9:56am
Creating and Managing Add-ons -
Updated by Emma Reimer, Oct 08, 2020 at 9:56am
Add-ons are a great way to bill a member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.
Creating an Add-on:
- From the dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on:
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end. For this reason, managers have the option of charging the member for the prorated amount of the add-on.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
- The space owner/manager is able to administratively apply the add-ons for individual member(s) via Manage Members > Member List , and select Edit for the member > select the add-on(s).
- When an add-on is added to a membership, the current state of the add-on settings is applied. If changes are made to the add-on settings those are only applied when it is applied to a membership after the changes have been made.
A recommended option for add-ons created post-Membership Type creation/assignment: Administrators can create a new Membership Type with the new add-ons and request existing members change their membership (which would then allow for Add-On selection). This would result in more membership types (and control who has access to which add-ons), while still putting the power/ability in the member’s hands.
-
Updated by Emma Reimer, Oct 08, 2020 at 9:52am
Add-ons are a great way to bill
thea member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies. Another great example of an add-on is a Community Member having a recurring, monthly add-on for a virtual mailbox. When the add-on is applied to a Community Member membership, the Community Member can still purchase punch passes and daily drop-ins to use the space.Creating an Add-on:Creating an Add-on:- From the dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on:Managing an Add-on:
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page;
addadd-ons cannot be retroactively applied on the member's front end. For this reason, managers have the option of charging the member for the prorated amount of the add-on. - Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
- The space owner/manager is able to administratively apply the add-ons for individual member(s) via Manage Members > Member List , and select Edit for the member > select the add-on(s).
If an add-on price is changed, recurring add-ons will continue to be billed at the previous rate (grandfathered in). Non-recurring add-ons will see the new price immediately.- When an add-on is added to a membership, the current state of the add-on settings is applied. If changes are made to the add-on settings those are only applied when it is
chosen/applied to a membershipat a later dateafter the changes have been made.
A recommended option for add-ons created post-Membership Type creation/assignment:
A recommended option for add-ons created post-Membership Type creation/assignment:Administrators can create a new Membership Type with the new add-ons and request existing members change their membership (which would then allow for Add-On selection). This would result in more membership types (and control who has access to which add-ons), while still putting the power/ability in the member’s hands. -
Updated by Unknown, Mar 30, 2020 at 2:46pm
10 -
Updated by Ciera Colson, Dec 06, 2019 at 12:43pm
Add-ons are a great way to bill the member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies.
Creating an Add-on:
- From the dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on:
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
- The space owner/manager is able to administratively apply the add-ons for individual member(s) via Manage Members > Member List , and select Edit for the member > select the add-on(s).
- If an add-on price is changed, recurring add-ons will continue to be billed at the previous rate (grandfathered in). Non-recurring add-ons will see the new price immediately.
- When an add-on is added to a membership the current state of the add-on settings is applied. If changes are made to the add-on settings those are only applied when it is chosen/applied to a membership at a later date.
RecommendedA recommended option for add-ons created post-Membership Type creation/assignment: Administrators can create a new Membership Type with the new add-ons and request existing members change their membership (which would then allow for Add-On selection). This would result in more membership types (and control who has access to which add-ons), while still putting the power/ability in the member’s hands. -
Updated by Tracy Wesley, Jun 11, 2019 at 1:22pm
Add-ons are a great way to bill the member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies.
Creating an Add-on:
- From the dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on:
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
- The space owner/manager is able to administratively apply the add-ons for individual member(s) via Manage Members > Member List , and select Edit for the member > select the add-on(s).
- If an add-on price is changed, recurring add-ons will continue to be billed at the previous rate (grandfathered in). Non-recurring add-ons will see the new price immediately.
Recommended option for add-ons created post-Membership Type creation/assignment: Administrators can create a new Membership Type with the new add-ons and request existing members change their membership (which would then allow for Add-On selection). This would result in more membership types (and control who has access to which add-ons), while still putting the power/ability in the member’s hands.
-
Updated by Christina Felt, Jun 05, 2019 at 6:23pm
Add-ons are a great way to bill the member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies.
Creating an Add-on
- From the
Dashboarddashboard, navigate to Manage Members > Add-ons. - Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
- The space owner/manager is able to administratively apply the add-ons for individual member(s) via Manage Members > Member List , and select Edit for the member > select the add-on(s).
- If an add-on price is changed, recurring add-ons will continue to be billed at the previous rate (grandfathered in). Non-recurring add-ons will see the new price immediately.
Recommended option for add-ons created post-Membership Type creation/assignment: Administrators can create a new Membership Type with the new add-ons and request existing members change their membership (which would then allow for Add-On selection). This would result in more membership types (and control who has access to which add-ons), while still putting the power/ability in the member’s hands.
- From the
-
Updated by Christina Felt, Jun 05, 2019 at 6:16pm
Add-ons are a great way to bill the member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies.
CreateCreating an Add-on- From the Dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
- The space owner/manager is able to administratively apply the add-ons for individual member(s) via Manage Members > Member List , and select Edit for the member > select the add-on(s).
- If an add-on price is changed, recurring add-ons will continue to be billed at the previous rate (grandfathered in). Non-recurring add-ons will see the new price immediately.
Recommended option for add-ons created post-Membership Type creation/assignment: Administrators can create a new Membership Type with the new add-ons and request existing members change their membership (which would then allow for Add-On selection). This would result in more membership types (and control who has access to which add-ons), while still putting the power/ability in the member’s hands.
-
Updated by Christina Felt, Jun 05, 2019 at 5:52pm
Add-ons are a great way to bill the member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies.
Create an Add-on
- From the Dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely.
**999 this isn't clear to me (Christina)** - Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Managing an Add-on
- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
- The space owner/manager is able to administratively apply the add-ons for individual member(s) via Manage Members > Member List , and select Edit for the member > select the add-on(s).
- If an add-on price is changed, recurring add-ons will continue to be billed at the previous rate (grandfathered in). Non-recurring add-ons will see the new price immediately.
Recommended option for add-ons created post-Membership Type creation/assignment: Administrators can create a new Membership Type with the new add-ons and request existing members change their membership (which would then allow for Add-On selection). This would result in more membership types (and control who has access to which add-ons), while still putting the power/ability in the member’s hands.
**999 - Lots of added language; please review and update/approve!** -
Updated by Christina Felt, Jun 05, 2019 at 4:09pm
Add-ons are a great way to bill the member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies.
Create an Add-on
- From the Dashboard, navigate to Manage Members > Add-ons.
- Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely. **999 this isn't clear to me (Christina)**
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Members can only applyManaging an Add-ons at the time they sign up. Managers can always apply Add-ons to the membership from the Edit Member page.on- Members can only apply Add-ons at the time they sign up.
- Managers can always apply Add-ons to the membership from the Edit Member page; add-ons cannot be retroactively applied on the member's front end.
- Add-ons remain available to members who had the add-ons before the add-on was updated to not be "Enabled".
- When add-ons are created by owners/managers after members have signed up for a membership type, only registering members will see the newly applied add-ons. Similarly, previously existing members will not be able to select newly created add-on from their view.
- The space owner/manager is able to administratively apply the add-ons for individual member(s) via Manage Members > Member List , and select Edit for the member > select the add-on(s).
- If an add-on price is changed, recurring add-ons will continue to be billed at the previous rate (grandfathered in). Non-recurring add-ons will see the new price immediately.
Recommended option for add-ons created post-Membership Type creation/assignment: Administrators can create a new Membership Type with the new add-ons and request existing members change their membership (which would then allow for Add-On selection). This would result in more membership types (and control who has access to which add-ons), while still putting the power/ability in the member’s hands.
**999 - Lots of added language; please review and update/approve!**
-
Updated by Christina Felt, Jun 05, 2019 at 3:59pm
Add-on Informationons -
Updated by Christina Felt, Jun 05, 2019 at 10:20am
21 -
Updated by Christina Felt, Jun 05, 2019 at 10:20am
*ProxManual*Add-onson Information -
Updated by Christina Felt, May 30, 2019 at 5:12pm
Add-ons are a great way to bill the member for something that is additional to their membership. This could be something recurring like a sit-stand desk that you’d bill for every month or something that happens one time like photo copies.
Create an Add-on
- From the Dashboard, navigate to
Manage Members > Add-onsManage Members > Add-ons. - Choose the New Add-on button at the top of the page.
- Create a Name for your add-on.
- Add a Cost; if you leave it blank, the add-on will be free.
- Choose Taxes, if applicable.
- Check the Recurring box if this add-on will bill on a recurring basis (such as every month).
- Enter the number of Occurrences, which is the total number of times the add-on will bill or leave blank to continue to bill indefinitely. **999 this isn't clear to me (Christina)**
- Check the Enabled box if this add-on is currently available. Un-check if this add-on is no longer available. If un-checked, it will still be billed to any member that has the add-on applied.
- Create a Description of the add-on.
- Choose the Membership Types that will apply to this add-on.
- Click the Create Add-on button to save.
Members can only apply Add-ons at the time they sign up. Managers can always apply Add-ons to the membership from the Edit Member page.
- From the Dashboard, navigate to
-
Created by Christina Felt, May 30, 2019 at 5:12pm