Increase your recurring revenue and membership sales with the ability to seamlessly upgrade non-membership products to a membership, at POS.
This article will walk through how to configure upgrades in Venue Manager and then how to sell upgrades at POS.
Configure a non-membership product to be upgradeable in Venue Manager
Before you can upgrade a non-membership product to a membership product at POS, you first need to configure the non-membership product that can be upgraded, in Venue Manager. Follow the steps below.
- From Venue Manager, go to Products > All products.
- Find the product you wish to edit and select the options menu (3 dots). Then select Edit from the dropdown menu.
- Make sure that Upgradeable is checked under Additional options.
- Select Save.
Upgrade to a membership at POS
Once you've configured your non-membership product to be upgradable in Venue Manager, you can now upgrade this product to a membership at POS. Follow the steps below.
- Search for the booking at POS and select it to open up the details.
- Select the Upgrade items option from the left-hand side panel. If the booking is not linked to a booking holder, a pop-up is going to appear to prompt you to add a booking holder before you can upgrade the item to a membership.
- A panel will appear on the right-hand side of the POS screen. Select the product you would like to upgrade to a membership.
- Then, select the membership the guest would like to purchase.
- Complete the transaction.
Payment and credits
When upgrading to a membership product, if the cost of the membership is more than the original product, a one-off pro-rata amount is charged to the guest to cover the difference.
For a recurring membership, if the cost of the membership is less than the original item, there is no one-off amount charged and the price difference will be credited towards the next membership payment.
For example, if a session pass that cost $30 is upgraded to a recurring membership that costs $10 a month, the first month is already paid for out of the original $30 and there's a $20 credit remaining. When the next membership payment comes around, the $10 monthly charge comes out of the remaining $20 credit. The leftover $10 credit will not be used towards the next membership payment and the venue can refund this amount to the customer.
If a fixed-price membership is purchased and the cost is less than the original item, you need to refund the difference.