Create Membership Passes

Enable recurrence to create Memberships that automatically renew and use Global Pass Rules to apply benefits across annual events.

Theo Patt avatar
Written by Theo Patt
Updated over a week ago

Make a pass recurring so customers can purchase it once and continue to be charged at the frequency you specify until cancellation, and use Global Pass Rules to create a Membership Pass that works across multiple event buckets.

Recurring passes are perfect for:

  • Memberships to your organization

  • Monthly subscription-style events

  • And more!

Use Global Pass Rules

TIP: Create your Membership passes in a separate "Memberships" Event Bucket!

After you've created a Membership Pass Bucket in the Memberships Event Bucket, enable global pass rules then add this year's event to the "Target event buckets" menu. Each following year, simply add the current year's events to the "Target event buckets" menu, and so on.

For example, say there is a membership type in which members receive 50% off a pass to Awesome Film Festival. You would create a 50% off passes pass rule in the Membership Pass Bucket, enable Global Pass Rules, and select the 2021 Film Festival event bucket.

In 2022, instead of creating an entirely new pass bucket, simply add the 2022 Film Festival event bucket to the Membership Pass Global Pass Rules, and the Membership Pass Bucket benefits will apply to the 2022 event bucket!

The pass rules would look like this:

Enable Pass Recurrence

  1. Open the Pass Bucket editor page

  2. Check the box next to Recurrence enabled
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  3. Enter the renewal interval. The default is set to renew every 1 year. You can choose between the following time intervals: Day, Week, Month, Year.
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  4. Select Enable custom manual renewal price if desired. Passholders manually renewing their pass in advance of its expiration date will be offered the discounted price you list here if enabled.
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  5. Double check your renewal interval and pass bucket list price, as these cannot be modified once recurrence is enabled
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  6. Click Save

Custom Renewal Messages

Navigate to the Messages tab to create a custom renewal email message!

  • Notify members of new benefits they'll receive upon renewal

  • Periodically update the message to keep users in the loop of what events they'll be able to access with their renewal

  • Remind users how their membership or subscription supports your organization

  • Encourage members to renew early

You can also schedule a secondary early notice email to be sent 14, 21, or 52 days before renewal!

Add Recurrence to Existing Passes

To bulk add recurrence to existing passes, add the Pass Names and email addresses associated with existing passes in the Bulk Import spreadsheet! Learn more here.

Discounts + Recurring Passes

If a customer uses a discount code when making the initial purchase of the recurring pass, it's possible that you do not want that discount code to be used again when the pass renews. Fortunately, you can specify whether a discount code is for one-time use only, or if its benefits should continue to be applied to pass renewals.

For example, a "$10 off your first pass order" discount code should be set for one-time use, whereas a 25% off discount code for seniors would likely be set to apply to both first orders and renewals.

These settings are configured on your Discounts edit pages.

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