Skip to main content

Getting started with Memberships

Create a members only discount, season pass and more with Memberships

Written by Rhio

Selling memberships can be a great way to boost revenue and create a more engaged community around your events. With memberships, you can give attendees access to exclusive perks.

From offering discounts on tickets, to scanning season passes at the door, to allowing entry to three shows per year, we've designed memberships to be adaptable and flexible for all of your ticket-selling needs!


Quick start membership checklist:

👉 Set up your memberships

👉 Issue your memberships

👉 Manage your memberships

👉 Offer member-only perks

👉 Understand your customer journey

Using a member-only discount code.

👉 Accept members at your events


How to set up your memberships

Create your memberships

  • Head to the 'Memberships' tab in the top menu.

  • Click 'Add new membership type'.

  • Enter the name and conditions for your membership in the form.

    • If the 'Valid from' date is set to 'The date of issue', your member can use their membership when they’ve issued it, not immediately from their purchase date. Your members can issue their memberships either:

      • after completing their membership setup at checkout (after payment), or

      • after it has been issued via self-serve

    • Select when you'd like the validity of the membership to expire.

    • Choose the number of redemptions. This can be unlimited, or you can set a limit.

    • You can add as many conditions or membership benefits as you need to. Any conditions you set will display to members and in the check-in app.

Screenshot showing where to add membership conditions within the membership setup form.
  • You can choose to require a photo upload from each member using the tickbox.

    • If enabled, a photo will be required before the membership can be issued. It will be displayed when viewing an issued membership, and in the check-in app.

  • You can also choose whether to automatically email members to remind them to add their membership details or renew their membership using the tick-boxes.

Screenshot showing tickboxes to 'Require a photo upload', 'Send member a renewal reminder email' and 'Send pending membership reminder emails', detailed above.
  • Click 'Save membership type'.

  • You can create as many membership types as you like!

Customise your membership emails

You can customise the 'Issued membership confirmation email' by following the steps below.

A screenshot of the standard 'Issued membership confirmation email', ready to be customised!
  • From the 'Box office settings' section of your dashboard, choose 'Email templates' from the side menu.

  • Choose the 'Memberships' tab.

  • Here, you can edit your 'Issued membership confirmation email' as you would when editing an email.

    • Use the formatting buttons to bold or italicise certain parts of text, insert images, and turn text into links.

    • Use the people icon to add 'Placeholders'. These can be used to automatically place some buyer details, or order details, into the order confirmation email. Click the 'Placeholders' button and choose the field from the drop-down menu.

      A screenshot of the 'Placeholders' icon
  • When you’re done, click the button marked 'Save'.

  • Your members will now get a customised email with their membership QR code - super handy for reminding them of their membership conditions.

💡 You can also edit the 'Pending membership reminder email' and 'Membership renewal reminder email' from 'Box office settings' > 'Email templates' > 'Memberships'.


How to sell your memberships

Sell memberships via Ticket Tailor

  • Head to 'Memberships' from the navigation bar, and then click on the membership type you would like to sell.

  • Click the button called 'Add new linked product'.

  • Under the dropdown called 'Fulfilment' select 'Issue a membership'.

    • This fulfilment will automatically issue a membership when someone buys this product from your store or your events.

    • Your membership product will appear in your list of products.

  • You can also create a linked product from the 'Products' tab.

💡 Your members need to add their membership details before their membership is issued. They can add their details after completing payment, either at checkout or via the self-serve portal.

Manually issue your memberships

  • From the 'Memberships' tab, click on the name of the membership type you want to issue.

  • Scroll down to the 'Issued memberships' section and click the button 'Issue a membership'.

Screenshot showing the pop-up that appears when issuing a membership. 'First name', 'Last name' and 'Email address' fields are required as well as (in this instance) uploading a membership photo, with the option to use the default limits and validity of the membership.
  • Enter the name and email of your member.

  • You can change the validity of individual memberships by unchecking the checkbox 'Use default "your membership type" limits and validity'.

  • Depending on your settings, you may need to upload a photo.

  • Click 'Save membership'.

Issue your pending memberships

  • First, open your 'Memberships' tab.

  • From the ‘Pending memberships’ section, find the membership you want to issue on behalf of the customer.

    • You can search for the order ID by using Cmd + F or Ctrl + F

  • Click on the three dots next to their name, and click 'Issue pending membership'.

  • Enter the name and email of your customer. You can use the 'Use ticket buyer details' checkbox to automatically populate the first name, last name and email address of the buyer.

Screenshot showing the 'Use ticket buyer details' checkbox, as described above.
  • Add photo if required. It can be uploaded later, if you don't have it available.

💡 Manually issuing a membership, or a pending membership, will automatically send an issued membership QR code to your member, without them having to add their own details via self-serve.


How to manage existing memberships

How to edit an issued membership

You can edit an issued membership after a membership has been issued or redeemed.

  • Head to the 'Memberships' tab and open your membership type to see your members list.

    • You can search for your member by their name or email using Cmd + F or Ctrl + F

  • Click on the three dots next to the name of the member you want to update.

  • You'll see options to override the standard membership details for that user.

  • After you've made your changes, click 'Save membership'.

How to edit a membership type

You can edit a membership type at any time.

  • Click on the 'Memberships' tab.

  • Click on the three dots next to the name of the Membership type you want to update.

  • You will see the option to edit or delete your membership type.

    • You can only delete a membership type if there are no issued or pending memberships associated with it.

    • You must also ensure that you have deleted any linked products before attempting to do this.

  • If you edit a membership type, only certain settings will be updated for already issued memberships. Any settings that aren't automatically updated need to be edited individually using the instructions above (Edit an issued membership).


Offer member-only perks

Give member-only access to tickets

  • To offer member-only access to tickets, first create an event.

  • Create a members-only ticket type, and click the 'Advanced settings' dropdown.

  • Under the 'Status' dropdown you select 'Members only'.

Screenshot showing the status dropdown in the advanced settings when creating a ticket type with Ticket Tailor. The dropdown selection shows 'Members only'. A 'Membership types' section is shown below with tickboxes to select which memberships you'd like the ticket type to be available to.
  • Now, your members just need to add their membership code at checkout to reveal these tickets.

  • You can create members-only bundles this way too!

💡 If you can't see the 'Members only' status, you need to create your membership first.

Offer an exclusive members' discount

  • Create a discount code.

  • Under the heading 'How to activate this discount?' select 'by being a member'.

  • Select the membership type eligible for this discount.

  • Continue to create your discount and assign it to your ticket types. This is a great way to offer free tickets to your members!

Do it your way

  • When creating your membership, you can enter a description. This can outline any custom redemption instructions you can dream of!


Understand your customer journey

Activating memberships post-purchase

After completing their purchase, your customers will see a new section on the order confirmation page called 'Finish setting up your memberships'.

If they've bought multiple memberships in one order, they'll see them all listed here. They can simply select the membership they want to set up first.

To complete their membership setup, your customers will need to:

  • Fill in their details:

    • First name and last name

    • Email address

    • Photo (if the membership requires one)

  • Click the 'Activate' button to activate their membership.

Screenshot showing membership details form with fields for personal information and photo upload.
  • Once they've submitted their details, the membership confirmation email will be sent to the member's email provided and is ready to use.

  • Membership setup instructions are always sent via email as well, so customers can complete the process later if they don't have all the details to hand during checkout.

  • If they've bought multiple memberships, they'll need to set each one up individually.

  • If payment is still pending, they will see a message explaining they'll receive setup instructions once payment is confirmed.

Screenshot of message shown for 'Next steps for your membership' when payment is pending at checkout.

Unlocking member-only tickets

  • To unlock member-only tickets, your ticket buyer will need to submit their membership code at the beginning of the checkout process (before selecting tickets).

  • They can do so by clicking on the 'Use membership code' button as below:

Screenshot showing the 'Use membership code' form before selecting tickets within the checkout process.

Using a member-only discount code

  • To apply a member-only discount code, your ticket buyer will need to submit their membership code within the 'Details' section of the checkout process (after selecting tickets).

  • They can do so by clicking on the 'Use membership code' button as below:

Screenshot showing the 'Details' section of the checkout flow, with arrows highlighting the 'Use membership code' button and 'Membership code' link, both of which serve the same function to apply a member-only discount code during checkout.

Accept members at your events

Redeem your memberships with the Check-in app

  • Set up the Check-in app ready to scan your tickets.

  • Scan a membership QR code as normal, and click 'redeem' to check in your member at the door.

    • Membership QR codes can be scanned regardless of the event or occurrence you've downloaded.

  • Once scanned, you’ll see your membership details on the check-in app, including any additional conditions you entered in the ‘description’ and the membership photo, if requested.

    • You’ll also see a list of all the previous redemptions for the membership you’ve scanned.

  • You'll see a list of downloaded events. You can then choose the event or occurrence and click on it to redeem the membership against that event.

  • Valid memberships will appear green and invalid memberships will be red, so your door staff can easily control membership access to events!

  • The check-in app will need to be connected to WiFi to scan membership QR codes. (Members-only tickets can be checked in offline as normal).

How to search for a membership in the Check-in app

Rather than scanning a QR code, you can also search for your member within the check-in app. This is particularly useful if your member doesn't have their membership QR code to hand, saving valuable time during check-in.

  • Select the relevant event within the check-in app.

  • Click 'Doorlist', and then select the 'Memberships' tab.

  • Start typing the member's name.

  • The search will return any memberships matching that name.

  • You can search by first name, last name, or email address - the search bar will look for matches across all of these fields.

💡 Membership search and redemption requires an internet connection and can't be used offline.


How will I be charged for memberships?

  • Creating and issuing memberships is free.

  • Tickets bought using membership discount will incur usual fees.

  • Selling memberships as a product will incur usual fees.


💡 Things to note

  • If you are using offline payment methods, such as bank transfer or cash payments, members can only issue their memberships via self-serve and not from checkout.

  • If membership details are missing, the membership will appear as 'Pending fulfilment' in your list of issued memberships. You can remind your buyer automatically with pending reminder emails.

  • Memberships search will not show any pending memberships as they do not yet exist.

    • Your member would need to be directed to your Box office or on-site customer service for support (pending memberships can be located via your box office dashboard).

  • When a membership is scanned at the door and redeemed, the redemption will reflect on the membership but it will not count as a check-in in the dashboard or the check-in app.

  • Check-in app users must have explicit permission to search and redeem memberships within the app. Find out how to enable this here.

Did this answer your question?