How to Create a Membership

Memberships are an easy way to bill a student, and add them to a program, for a certain amount of time. Membership templates are created in settings, then used across Kicksite. Once applied to a student, membership templates are referred to as individual memberships.

Creating a membership template

1. First, navigate to Settings, then the Memberships tab. You can also search Quick Links for Membership Settings.
   • The Individual tab shows regular memberships, for students. The Trial tab shows prospect memberships.
2. Click the Add New Membership button.
   • Select between Individual or Trial types.
   • For Trial memberships, select an option in Trial Start Criteria.
3. Enter a title.
4. (Optional) Enter a description.
5. Select a duration.
   • Unlimited
   • Limited Term: A specific time frame, such as 6 months or 1 year.
   • Only x Attendances: Also known as a punchcard, where a student can only attend a set number of classes.
     • Trial memberships can be Limited Term and Only x Attendances – whichever occurs first will end the trial.
6. Select all related Programs.
7. Select a billing option.
   • One Time: A single charge, such as for an up-front payment.
   • Recurring Billing: A recurring charge for a set number of payments, or for an unlimited duration.
     • Trial memberships can’t have Recurring Billings.
8. (Optional) Set up taxes.
   • You can set default tax rates for each billing option in the Finances settings tab.
9. Select a Revenue Stream. Most schools use a Revenue Stream called Memberships.
   • You can add, edit, and reorder Revenue Streams in the Finances settings tab.
10. Click Add to finish.

Click the kebab menu (three vertical dots) to edit or delete a template. Deletion is permanent, and will prevent any students or prospects from signing up for it. Exercise caution.

To rearrange the templates, click the gripper dots on the left side of a card and drag. This changes their order in Student Sign-Up and in dropdown menus.

Next Steps

To sign a student up for a membership, use the Student Sign-Up process. You can also add membership templates to Landing Pages, and select them when creating a new student.