⏱️ Estimated time: 5 minutes

👤 Role: System Administrator, Club Manager

What you'll learn:

• How to create and configure a new membership type within EMS.

• How to set default options, branding images, age limits, and validity dates on the Details tab.

• How to configure member discounts, inclusions, subscription terms, and access restrictions across remaining tabs.
  
  

When should I use this?:

Use this process whenever your property introduces a new membership tier, launches a seasonal promotion, or updates existing membership options. Configuring membership details accurately ensures that automated benefits, legal agreements, billing structures, and door access controls function seamlessly from day one.

Before you start:

• Confirm you have management or administrator access to EMS Settings.

• Prepare any branding images or promotional artwork required for portal sign-ups.

• Ensure relevant membership agreements, PMS analysis codes, and access groups are pre-configured in EMS.
  
  

Step-by-step:

Step 1: Access Membership Types

Log into EMS and navigate to Settings. Under the Membership section, select Membership Types, then click the Add New button.

Step 2: Configure basic details and status

Enter the primary name of the new membership type in the provided field.

If you want the membership type to be available to members immediately, switch on Active. If you want this membership type pre-selected as the default option during new member registration, switch on Default.

Step 3: Upload portal branding

If you have a logo or image you want displayed when members sign up via your online portal, click Choose Image and upload your artwork.

Step 4: Set up membership rules and agreements

Complete the remaining fields on the Details tab:

• Alternate Name & Description: Provide secondary titles or public descriptions outlining the membership types features.

• Membership Agreement: Link the relevant legal agreement that applies to this membership type.

• Age Restrictions & Dates: Define any eligibility age limits, as well as start and end dates for fixed-term or promotional memberships. Need to setup new agreements? Please see here: https://support.journey.travel/portal/en/kb/articles/setting-up-membership-agreements
  
  

Step 5: Set Benefit Discounts

Navigate to the Benefit Discounts tab. Select the specific discount percentages or monetary amounts members on this tier receive across services, products, or bookings.

Step 6: Define Benefit Inclusions

Navigate to the Benefit Inclusions tab. Add any complimentary recurring allowances included with this membership type (e.g., two free massages per month or specific complimentary class credits).

Step 7: Configure Subscription terms and PMS integration

Navigate to the Subscriptions tab. Carefully define the subscription length, recurring fees, and applicable terms and conditions. If your system integrates with a Property Management System (PMS), select the appropriate analysis codes for financial tracking.

Important Notice: Take extra care when configuring subscription settings and PMS analysis codes. Incorrect setup here can lead to inaccurate automated billing, misaligned contract terms, or reporting errors in your integrated PMS.

Step 8: Set Access times and save

Navigate to the Access tab to configure the permitted entry times, days, or zone restrictions for this membership type. Once all tabs are configured, save your changes to complete the setup.

Best practice:

• Review subscription fee schedules and linked PMS codes with your finance team before making a membership tier active.

• Test the sign-up workflow on your public portal using a test account to verify that uploaded images, descriptions, and agreements display correctly.

If you need a hand, the Journey Support Team is available via live chat on our support portal or at support@journey.travel.