Product Types- Membership and Insurance Products

Modified on Tue, 19 Oct 2021 at 03:10 PM

If you want to sell an insurance waiver and membership grouped together for customers, this is the product that should be created.  In addition to the product, all you need to do is associate a membership and define the valid dates for the insurance waiver.   Once this product is sold, the customer associated will automatically become a member for that membership and be granted an insurance waiver for the length of time dictated.  This is all explained below.

Step 1

Create your product following the previous product guide.  Make sure you choose “membership and insurance” as the product type.


Step 2

Go to the associations tab.  Select a membership that will be associated to this product.  When the product is sold, this customer will become a member of this membership.


Step 3

Go to the rules tab and define start and end dates for the insurance waiver.   When the product is sold, the waiver created for the customer will contain these dates.


Step 4

Remember to select the "Valid Stores" tab and add this product to the POS store that it should be associated with. Save your product and should appear in the store. 

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