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Step 1: Locate Membership on top Menu bar: Setting up memberships correctly ensures automation features, such as new member enrollment and account associations, work seamlessly.
Step 2: Square must be connected for Birrdi Memberships to work, next click Add + Next, retrieve the correct membership links by navigating to the 'Memberships' tab in your Birrdi account and using the 'Copy Signup Link' tool for the relevant plan.
Step 3: Create your Membership, you have complete control of each element. Be sure to share the membership link you generated on your website to allow users to sign up and ensure the automation process works effectively.
Step 4: Add Membership to website, click here for the guide! Before going live, test the link by completing a mock membership purchase to confirm that the signup workflow is automated and functioning as expected.
<br> ### Common Setup Mistakes and How to Avoid Them - **Using Generic Links Instead of Designated URLs:** Always use the 'Copy Signup Link' feature in the Memberships tab to get the correct URL. - **Incorrect Placement on the Website:** Ensure the membership link is placed on pages where customers can easily find membership options to avoid user confusion. By following these practices, you can avoid errors and ensure seamless automation.