How to Create/Edit and Add Preferred Shipping to a Club Membership?

This documentation will review how to add a single club membership, how to edit the signup date on a club membership and how to add a preferred shipping method on a club membership.

For documentation on adding memberships in bulk via our API's, please click here.

Adding a Single Club Membership

To create a club membership, first go to the Club Signups page. Click the "Add Club Signup" button. 

 

 

Then search for the customer you wish to create a club membership for.

 

 

If the customer is not already in the system, you can click the "Add Customer" button to add them.

 

 

Once you have selected or created a customer, select the club you wish to make them a member of.

 

 

 

Then click the "Process Signup" button. 

 

 

Club Memberships will have 'cards' on members individual profiles to surface the most important information about a club membership. 

club membership-1

 

Can I Edit a Signup Date on a Club Membership? 

To edit the signup date, Sales Associate or Shipping Instructions on a club membership, go to Club > Memberships, search and select the club member you would like to edit. 

Select "Edit Membership" and add or change the information in the fields. You have the option with the checkbox below to send a Club Update Confirmation email to the club member. 

Then select Save. 

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Can I Add a Preferred Shipping Method for My Club Members? 

Yes, in Commerce7 you can include a preferred shipping method for your club members.

To add a preferred shipping method for your club members, go to Club > Memberships, search and select the club member you would like to edit. 

Select "Edit Membership." 

Under the Billing and Shipping section of the page, you will see a section called "Preferred Shipping Service." Click the Edit button and choose the shipping option you want for this member. 

Make sure to Save you changes. 

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Note: the shipping options in this section must be setup under Settings > Shipping beforehand. For more information on how to setup Shipping Zones and Carriers, click here.