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Can you sell Gift Memberships via the Ticketing Order screen?

Katie Fathers
$organization

Hi there, we want our Box Office team to be able to sell gift memberships in the usual way by processing the contribution in teh benefactor's record assigning the benefits to the gift recipient, and for this to appear as such in the reports. However they do not have access to the Contribution Entry screen and use TIcket Order screen to sell memberships via the contributions tab in the order screen. Is there a way to do this from that screen?

Thanks, Katie

Parents
  • $organization

    Hi Katie,

    We faced this exact same scenario. We wanted to sell Memberships over the counter, but not give ticketing staff the responsibilities of processing contributions involving membership.

    The solution we landed upon was:

    • The operator takes the money and put in On Account in a special 'Membership On Account' payment type. The money is put on the account of the person paying the money, wether they are purchasing a gift membership or not.
    • A special header card is printed that states 'Temporary Membership Card. Valid until [Order Date+2 Weeks]. If it a gift membership, no temporary card is given.
    • A welcome pack is given to the new member. If it is a gift membership, the customer does not receive a welcome pack.
    • The operator creates a CSI (in the Membership Category) with the information:
      • The membership purchaser's Constituent record is assigned to the CSI. 
      • If a welcome pack was given (they sometimes run out)
      • Concession number if applicable.
      • The name, address, DOB of the gift recipient if applicable.
    • The next day the Membership office receives a scheduled report with any open CSIs from membership purchases.
    • The Membership Offices uses the Contribution module to use the On Account money to pay for the membership. If it is a Gift Membership, they first create a constituent record with the CSI information and then use the 'Assign' feature when processing the membership.
    • The Membership Office sends out the welcome pack if it was a member, and any other updates to the constituent record(s) that the organisation requires.

    This has been a great solution for us, and we use the exact same process for accepting online membership purchases.

Reply
  • $organization

    Hi Katie,

    We faced this exact same scenario. We wanted to sell Memberships over the counter, but not give ticketing staff the responsibilities of processing contributions involving membership.

    The solution we landed upon was:

    • The operator takes the money and put in On Account in a special 'Membership On Account' payment type. The money is put on the account of the person paying the money, wether they are purchasing a gift membership or not.
    • A special header card is printed that states 'Temporary Membership Card. Valid until [Order Date+2 Weeks]. If it a gift membership, no temporary card is given.
    • A welcome pack is given to the new member. If it is a gift membership, the customer does not receive a welcome pack.
    • The operator creates a CSI (in the Membership Category) with the information:
      • The membership purchaser's Constituent record is assigned to the CSI. 
      • If a welcome pack was given (they sometimes run out)
      • Concession number if applicable.
      • The name, address, DOB of the gift recipient if applicable.
    • The next day the Membership office receives a scheduled report with any open CSIs from membership purchases.
    • The Membership Offices uses the Contribution module to use the On Account money to pay for the membership. If it is a Gift Membership, they first create a constituent record with the CSI information and then use the 'Assign' feature when processing the membership.
    • The Membership Office sends out the welcome pack if it was a member, and any other updates to the constituent record(s) that the organisation requires.

    This has been a great solution for us, and we use the exact same process for accepting online membership purchases.

Children