CellarPass allows you to integrate with popular CRM & eCommerce platforms to limit access to Reservation-based Events to Club Members or Account Types. This also works with our Imported Club Members option.
This article covers how you can configure specific Reservation-based Events to be limited to active Club Members or specific Account Types.
So that it's clear to those Guests that are booking and who may not be club members, the platform provides several notices:
1. Within the Event Name, there will be a "diamond" icon to the right of the Event Name
2. Within the Event Description, Club Member Benefits: Active membership required to book. [[discountmessage]] (if applicable)
3. While Attempting to reserve, the following message is displayed: Sorry, you must be an active club member to book a reservation. The Complete Reservation button will also be disabled, preventing them from being able to secure the reservation.
Setting Up Club Member-only Events
- Log into the CellarPass backoffice by going to http://www.cellarpass.com/manage
- Click Experiences
- Select Events from the submenu.
- From the list of available Events, select the Event name to the left.
- Select the Discounting Tab in the top menu.
- In the Club or Account Types section, you'll need to configure a few options based on whether you want to just provide access or provide access and apply a discount.
- If you plan on providing Access Only to club members, select Access Only from the dropdown menu for each Club Member or Account Type / Tier AND check the box in the Required to Book to enable the Event to require Guests to be a particular Account Type to book.
- If you plan on provide a Discount and Access, you will need to select one of the available Discounts AND check the box in the Required to Book to enable the Event to require Guests to be a particular Account Type to book.
- When you have completed the configuration changes, click the Save button.
Enabling the Ignore $0.00 Require Credit Card Feature for Club Only Experiences
These instructions allow you to disable the requirement for credit card on a reservation (if required) should discounts be applied (manually or automatically), making the grand total (including event fees, sales tax, add-ons, etc) to $0.00.
Checkout this article for more details.
To configure this feature, you will edit each Reservation-based event.
NOTE: You must admin-level access to CellarPass to complete these steps.
- Log into the CellarPass admin panel by going to https://www.cellarpass.com/manage
- Click Experiences from the left-hand menu.
- Select Events from the submenu.
- Locate the event you wish to configure this feature and click on the name of the event to the left.
- Scroll down near the Deposit Policy and locate the Ignore $0.00 Grand Total field.
- Check the box if you wish to NOT REQUIRE require the credit card when the Grand Total = $0.00
- Uncheck the box if you wish to REQUIRE the credit card when the Grand Total = $0.00.
- When ready, click the Save button.
- Repeat the same steps for any other event you wish to apply this rule to.
Testing Configurations
As always with any significant changes to your events, we strongly recommend you test these changes. This also helps you better understand the messaging that us presented to your guests.
You can do so by making yourself a club member in your 3rd party system or if you are using the Imported Club Members feature, you can add your own email address as a Club Member or specific Account Type.
Please also note that similar to automated discounts, these "access" rules are not applied to back office bookings.
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