Adding a new Membership
Daftra system allows you to create memberships that your clients can subscribe to in order to enjoy some personalized benefits. Determine the price and duration of the membership, and track client subscriptions and the consumed balances.
- Note: Before starting, make sure to activate the membership app in your account.
- From the main menu, click on “Memberships“.
- Click on “Manage Memberships“.
- Click on the “New Membership” button at the top right of the screen.
- Enter membership information as follows:
- Client: Select the client for whom the membership will be added from the drop-down list.
- You can add a new client by clicking on the “New Client” button next to the “Client” field. For more details on how to add a client, refer to the guide “Adding a New Client“.
- Package: Select the required package type for the membership from the drop-down list.
- For more details on how to add packages, you can review the guide “Add a Package“. You can add a new package by clicking on the “Add Package” button from the drop-down list if you do not have any packages available.
- Join Date: Select the membership start date from the calendar.
- Invoice Date: The system will automatically determine the end date based on the period you specified in the package, and it will be shown after payment.
- For more details on how to pay for memberships, refer to the guide “Pay Membership Fee“.
- Description: Enter the desired description for the membership.
- Client: Select the client for whom the membership will be added from the drop-down list.
- Click on the “Save” button at the top right of the screen.
- The system will display a message confirming the addition of the membership, and it will open a “Payment Process” window for you to pay the membership fee.
- For more details, refer to the guide “Pay Membership Fee“.
- If you activate the option “Generate Draft Invoices For Memberships Subscriptions” through membership settings, when creating/renewing a membership, the invoice will be saved as a draft and you will be redirected to the edit draft invoice page before final saving.