coreSTORE- Memberships: Configuring coreSTORE to use coreFORCE Memberships
JO

Josh Okey

Created Nov 21, 2024

coreSTORE- Memberships: Configuring coreSTORE to use coreFORCE Memberships

This guide explains how to configure coreSTORE to sell memberships and subscriptions connected to your coreFORCE platform. Proper setup ensures that memberships purchased online or in-store are synchronized, tracked, and managed efficiently across both platforms.

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1

Click on Settings

To begin configuring your coreSTORE platform, navigate to the Company menu on the left-hand navigation panel, then select the Settings submenu.

Click on Settings
2

Click on Memberships/Subscriptions

In the Settings area, locate the Memberships/Subscriptions menu. This section contains the configurations necessary to enable and manage memberships and subscriptions within coreSTORE.

Click on Memberships/Subscriptions
3

Sell Subscriptions/Memberships

Ensure that the Sell Subscriptions/Memberships option is enabled.

 Sell Subscriptions/Memberships
4

Provider

In the Provider field, select coreFORCE as the provider. This ensures that coreSTORE communicates directly with coreFORCE for managing subscriptions and payment information accurately.

Provider
5

Require Email Address

Enable Require Email Address to ensure that all membership contacts have the necessary contact information for seamless integration and communication between coreSTORE and coreFORCE. This is critical for accurate record-keeping and subscription management.

Require Email Address
6

Button Caption

Set a Button Caption for your memberships to define how they will appear on your sales screen.

Button Caption
7

Click on Save

Click Save to finalize your changes and apply the updated membership configuration settings.

Click on Save
8

Sales Screen Verificaton

Now, when you navigate to your sales screen in coreSTORE, you'll notice a Memberships button. This button displays your currently configured membership options for sale. It is essential to use this button to sell memberships, as they should not be added or sold as regular inventory items. This ensures proper synchronization and functionality between coreSTORE and coreFORCE.

Sales Screen Verificaton
9

Memberships

After clicking the Memberships button, a list of available membership options will appear. Simply select the desired membership you want to add to the sale.

Memberships
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