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Linked Subscriptions

Owned by Peter Hickson, created
Last updated: Jun 20, 2023 by Joanne Shovelton
4 min read

Linked Subscriptions are a tool to help you manage your Membership. They are linked to a Core Subscription and can be used for Fees, Add-ons, Resources, and more. They also simplify tracking of your club’s finances by separating out different sources of income.

 

Core vs Linked Subscriptions

Core Subscriptions are assigned to a member with a cost and a start and end date. Linked Subscriptions are the same, but must be attached to a Core Subscription. The Core Membership Category must be created first, which can be done by following this guide: How to Create a New Membership Category

Linked Subscriptions can only be linked to a Group Subscription by linking it to a slot within a Group Subscription. Learn more about Group Subscriptions in this guide: How to Create a Group Membership Category

The dates of a Linked Subscription must be within the dates of the Core Subscription. So if you have a 1 year Core Subscription, the Linked Subscription can’t last for 2 years.

Common Uses for Linked Subscriptions

Linked Subscriptions can often be used to assign Resources to members. This can include assets like lockers, boat parking spaces, or other equipment. Learn more about Resources in this guide: Resources

Another common use for Linked Subscriptions is for fees for a Governing Body (such as England Athletics). This makes book keeping and other admin tasks simpler as separate Product Categories and other information can be assigned to these purchases more easily, rather than them be combined with a member’s Subscription to the club.

Creating a Linked Membership Category

  1. Navigate to Subscriptions > Membership Categories.

  2. Click the green “Add Category” button.

  3. Scroll to the “Membership Type” field, and click “Linked to one or more other categories”.

  4. Linked Core Category Options: Select which Core Membership Categories the Linked Subscriptions can be linked to.

  5. Complete the rest of the Membership Category setup as normal. This guide will assist you: How to Create a New Membership Category

Adding a new Linked Subscription as an Admin

  1. Navigate to the Member’s profile, either via the site-wide search or via the Member Directory.

  2. Click through to the Member’s Subscriptions page.

  3. Next to the appropriate Core Subscription, click the green “Add Linked Subscription” button.

  4. Complete the wizard:

    1. Membership Category: Select the Category for the Linked Subscription.

    2. Send Notification Emails: Uncheck the box if you don’t want the member to receive emails regarding the creation of this Subscription.

    3. OK: Once happy with the details, click “OK” to create the Linked Subscription.

  5. You can then perform other actions on the Subscription if you need to, including editing it, accepting the offer, and marking it as paid.

Requesting a new Linked Subscription as a Member

  1. Navigate to Your name > My Subscriptions.

  2. Next to the appropriate Core Subscription, click the green “Add Linked Subscription” button.

  3. Complete the wizard:

    1. Membership Category: Select the Category you want the Linked Subscription to be.

    2. OK: Once happy with the details, click “OK” to request the Linked Subscription.

  4. Wait for approval, if applicable.

  5. Next to the Linked Subscription, click Action > Pay Now.

  6. Select any Add-ons, if applicable.

  7. Click “OK”.

  8. Complete the payment in the basket.