---
title: Create a Membership Plan
slug: festival/create-a-membership-plan
createdAt: 2024-08-13T15:14:01.008Z
---

# Create a Membership Plan

## How to Create an Annual Membership Plan

- When logged into your festival dashboard, visit **Memberships**
- Choose **Add New**

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- In the **Add title** field, type in the name of your Membership Plan \[Required]

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- In the **Paragraph** section, **type in all the details about this membership**. It is recommended to list all benefits, including the ones you might fulfill outside of Filmbot, such as merchandise.
- This content will be displayed on the Sign Up page for this membership plan, above the signup form.&#x20;

## Membership Plan Details

This table showcases the various customizations available for crafting this specific membership plan.

| Field name                                                              | Field description                                                                                                                                                                                                                                                                                                                         |
| ----------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Benefits Summary**                                                    | The space allows you to concisely list all the top features that come with a membership. <br />**NOTE***: We recommend using a bulleted list.*                                                                                                                                                                                            |
| **Reported Cost**                                                       | \[Optional] The cost that will appear in the distributor reports when a ticket is discounted using the membership. If this field is not entered, the reported price will default to report the discounted price of the ticket.                                                                                                            |
| **Plan cost**                                                           | **Annual**<br />- *Annual plan cost:&#x20;*<br />-  The price your member will pay for their annual membership.<br />- *Dual annual plan cost \[Optional]:*<br />- This is the cost for a membership that can be shared by two members, with double the allowed limits on tickets and products (if limits are set). Intended for couples. |
| **Collect birthdays?**                                                  | **This setting is not currently implemented.** Check this box if you want members to enter their birthday during sign-up. <br />**NOTE**: *Even if you check the box, providing the birthday remains optional for members.*                                                                                                               |
| **Make birthdays required?**                                            | **This setting is not currently implemented.** Check this box if you want members to be required to enter their birthday when signing up. **NOTE**: *This option only appears if Collect birthdays? is checked.*                                                                                                                          |
| **Collect member mailing addresses when they are purchased as a gift?** | Check this box if you want customers purchasing gift memberships to enter the recipient's mailing address at checkout.                                                                                                                                                                                                                    |
| **Make member mailing addresses required for gift purchases?**          | Check this box if you want customers purchasing gift memberships to be *required* to enter the recipient's mailing address at checkout.<br /><br />**NOTE**: *This option only appears if Collect member mailing addresses when they are purchased as a gift? is checked.*                                                                |
| **Interests label**                                                     | The interest label is a custom question you can ask your members when they sign up, such as "What types of events are you interested in?"                                                                                                                                                                                                 |
| **Interests**                                                           | The Interest options linked to your Interests question will be shown here. Choose the options you want to appear on your sign-up page or choose "Select All" to include all options.<br /><br />You can add or edit the available Interests in Memberships > Interests.                                                                   |
| **How did you hear about us label**                                     | This is a custom question that allows you to get information from your new members on where they had heard about your cinema and membership plan. If left blank, the question will be "How did you hear about us?". It can alternatively be used for any multiple-choice question that can have a single answer.                          |
| **How did you hear about us?**                                          | New members can select these options to answer the "How did you hear about us?" question. You can add or edit the possible responses to this question in Memberships > Sources. It can alternatively be used for any multiple-choice question that can have a single answer.                                                              |
| **Terms of Service**                                                    | Provide the terms of service that the customer must agree to on the signup form. The text should be brief; it displays next to a checkbox on the signup form. The field can accept HTML if you want to link out to a longer description of your terms.                                                                                    |
| **Confirmation message**                                                | Enter a message to display to the customer after their purchase, as well as in their confirmation email.                                                                                                                                                                                                                                  |

## ﻿Membership Plan Rules: Tickets

This table presents the different settings for establishing rules related to ticket sales for this specific membership plan.

| Field name                                        | Field description                                                                                                                                                                                                                                                                       |
| ------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Discount Type**                                 | Choose between two options:<br />- *Amount off per ticket*<br />- Enter a dollar amount in the box to reduce the cost of each ticket.<br />- *Discount % off per ticket*<br />- Enter a percentage amount in the box to decrease the cost of each ticket.                               |
| **Amount off / Discount off per ticket**          | Once you've chosen your *Discount Type*, enter the specified dollar amount or percentage into the provided box.                                                                                                                                                                         |
| **Minimum ticket price**                          | *\[Optional]* Enter a price to prevent tickets from being discounted below this value.                                                                                                                                                                                                  |
| **Minimum ticket quantity required in the order** | *\[Optional]* The minimum number of tickets that must be included in a single order before the membership discount can apply                                                                                                                                                            |
| **Discounted tickets allowed per term**           | *\[Optional]* The number of discounted tickets permitted for each member's term. Leave blank if there's no limit.                                                                                                                                                                       |
| **Discounted tickets allowed per showtime**       | The number of discounted tickets permitted for each showtime. This number will be reset when the membership is renewed.                                                                                                                                                                 |
| **Maximum outstanding tickets allowed at once**   | *\[Optional]* This sets the maximum number of discounted tickets a member can have at any time. Leave blank for no limit. Once a customer has reached this limit, they will need to wait for one of the showtimes they have tickets for to begin before they can discount more tickets. |
| **Maximum showtimes allowed per date**            | *\[Optional]* The maximum number of showtimes each day that can be discounted. Leave blank for no limit.                                                                                                                                                                                |
| **Does discount apply to the booking fee?**       | Check or uncheck the box to specify whether the applied discount also reduces the booking fee associated with the ticket purchase.                                                                                                                                                      |
| **Eligible Ticket Types**                         | *\[Optional]&#x20;*&#x49;f the membership applies only to certain ticket types, choose those types from the dropdown menu. Leave it blank to include all ticket types.                                                                                                                  |
| **Eligible Showtimes**                            | *\[Optional]&#x20;*&#x49;f the membership applies only to specific showtimes only, choose those types from the dropdown menu. Leave it blank to include all showtimes.                                                                                                                  |
| **Ineligible Showtimes**                          | If the membership excludes specific showtimes, choose those types from the dropdown menu. Leave it blank to include all showtimes.                                                                                                                                                      |

## Membership Plan Rules: Products

If you have Products enabled for your festival, this table presents the different settings for establishing rules related to product purchases, such as concessions, for this specific membership plan.

| Field name                               | Field description                                                                                                                                                                                                                                       |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Discount Type**                        | Choose between two options:<br />- *Amount off per item*<br />- Enter a dollar amount in the box to reduce the cost of each product.<br />- *Discount % off per item*<br />- Enter a percentage amount in the box to decrease the cost of each product. |
| **Amount off/Discount off per item**     | Once you've chosen your *Discount Type*, enter the specified dollar amount or percentage into the provided box.                                                                                                                                         |
| **Discounted products allowed per term** | *\[Optional]* The number of discounted items permitted for each member's term. Leave blank if there's no limit.                                                                                                                                         |
| **Eligible Products**                    | *\[Optional]&#x20;*&#x49;f the membership applies only to specific products, choose those types from the dropdown menu. Leave it blank to include all products.                                                                                         |

## Publish Your Membership Plan

Now that you've created your membership plan, press the **Publish** button to make it official.&#x20;

Here are the different statuses you can use with your membership plans:

| Field name              | Field description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Save Draft**          | Pressing **Save Draft** will save this page. It will not publish and activate the membership plan.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| **Status**              | - **Published**<br />- This will display if the membership plan has been published.<br />- **Pending Review**<br />- The draft is waiting for review prior to publication. It has not been published and remains a draft for review.<br />- **Draft**<br />- A membership plan can be set to Draft to stop selling memberships of this plan but outstanding memberships of the plan will continue to work. Members will not be able to renew Membership Plans in draft status, and expiration reminders won't be sent. This status is useful when phasing out a particular membership plan. |
| **Visibility**          | - **Public**: The page will be visible to everyone.<br />- **Password Protected**: The page is protected with a password you set. Only people who have the password can view a protected page<br />- **Private**: If this membership plan is only for sale by staff members entering manual payments, select this option. Only logged-in users will be able to access this membership plan sign-up form. This can be useful to issue comped memberships.                                                                                                                                    |
| **Publish Immediately** | - **Publish immediately:&#x20;**&#x49;f Publish immediately is specified, this membership plan will be available as soon as the Publish button is clicked.<br />- **Schedule for a future date**: Enter a date for future publishing of this membership plan. The selected date indicates when the membership plan will become active on your website.                                                                                                                                                                                                                                      |
| **Move to Trash**       | To delete the Membership Plan, use the Move to Trash link.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |

## Changing Membership Settings

Admins can make several changes to a membership plan once it is published.&#x20;

Changes you can make to a membership anytime:

- **Name**
- **Description & benefits**
- **Terms of Service, Confirmation Message, Expiration Reminder**
- **Discount rules**
- **Price**

Changes you cannot make to a membership once they have any active members:

- No membership plans can be moved to the trash if they have active members.

