How to Create and Manage Membership Plans in EV OS

Overview

Membership Management in EV OS allows Site Owners to create and manage membership programs for different groups of EV drivers. Depending on the membership type, members can receive charging benefits such as discounted rates, free charging, or post-billing services.

Site Owners can create, update, and manage memberships directly in EV OS, eliminating the need to request assistance from the Noodoe team.

This article explains how to create a membership, configure its settings, manage members, and update or delete existing memberships.

Create a Membership

To create a new membership:

1. Log in to EV OS with a Site Owner account that has View & Edit permissions.
2. Navigate to Site Directory.
3. Select the site where you want to create the membership, click Entry Settings icon.
4. Open Membership / Community tab.
5. Click New Membership. 

A new Membership Plan section appears. Configure the membership settings before saving the membership plan.

Configure Membership Settings

Configure the following settings before saving the membership plan.

Plan Name
Enter a name to identify the membership plan.

Billing Method
Select the billing method for the membership. Available options include:

• Pay as You Go – Members receive discounted charging rates.
• Free Charging – Members can charge without payment.
• Post Billing – Members are billed after charging.

Discount Amount
Enter the discount value.

Discount Type
Select how the discount is applied. Available options include:

• % – Applies a percentage discount to the charging fee.
• $ – Deducts a fixed amount from the charging fee.

Minimum Cost to Apply Discount
Specify the minimum charging cost required before the discount is applied.

Subscription Types
Select how long the membership remains valid. Available options include:

• Valid Thru – Membership expires on the specified date.
• Rolling Basis – Membership remains active for the configured period after registration.

End Date
Specify the membership expiration date, or enable No Expiry Date if the membership should remain active indefinitely.

*Note: The available settings may vary depending on the selected billing method.

Manage Membership Members

After creating a membership, you can register drivers and manage membership records.

Register Membership

Click Register by App to generate a registration QR code and registration link.

Note: The Register by App option is available only for Free Charging membership plans.

Drivers can use their mobile device's camera or a QR code scanner to scan the QR code and begin the registration process.

Add Members

1. Click Add Members to manually add a member to the membership plan.

2. Enter the member's information, including:

• Name
• Email
• Phone (optional)
• Notes (optional)
• Address (optional)
• Card 1
• Card 2 (optional)

3. Click Confirm to save the member.

Manage Members

Click Manage Members to view the members assigned to the membership plan.

From this page, you can:

• View member information
• Remove members from the membership plan