Real Ideas

Real Ideas partnered with GSL, a leading provider of membership management and booking solutions, to revamp their system. GSL worked closely with Real Ideas to understand their specific requirements and implemented a tailored solution to address the challenges faced. Below are a handful of the implementation GSL has worked on.

GSL expanded the membership area navigation by introducing a dedicated Organisations section. This new section provided members with a user-friendly interface to enquire about, manage, and view their organisational memberships. Members could easily browse through a directory of organisations and explore various membership options available to them. An embedded HubSpot form was incorporated, allowing members to conveniently submit their membership enquiries and receive prompt responses.

The team also devised a system within the organisational custom post type (CPT) to manage paid seats, membership levels, and credit amounts. Real Ideas gained the capability to add and modify seats in the WordPress backend, allowing for easy seat upgrades or downgrades to different membership levels. Each seat was associated with a specific membership level and had its own credit allocation..

GSL introduced the ability for members to book multiple spaces in one go. A dynamic “basket” was implemented on the space page, allowing members to add and remove bookings. The basket displayed a breakdown of costs for each booking and a total cost. Members could proceed to checkout with a single booking or multiple bookings, streamlining the process. To ensure booking availability, GSL implemented a final check during checkout, promptly informing members if any selected bookings became unavailable during the process.

Utilising the Xero API, GSL implemented an automated invoice generation system for monthly subscriptions, credit purchases, and sign-up initial payments. Invoices were generated with metadata/line items to describe the purchase details accurately. GSL ensured seamless integration with Stripe, reconciling Xero invoices upon successful payment. Invoices were generated in advance of subscription payments, guaranteeing a smooth billing process. The transition from the old system to the new system was carefully managed to minimize disruption.