Overview
A 'Membership' is a pre-paid termed subscription. The individual terms are set by the business, with purchasing clients ('Members') automatically charged either monthly or annually. Memberships automatically renew on the set renewal date using the credit card that was used at the time of sign-up. New memberships are paid for on the date that they are purchased, even if the first term date is in the future. For issues regarding card declines and past-due memberships, see Memberships: Managing Billing.
Creating a New Membership Plan
Before a membership can be sold, it must first be created in the Manage Business Settings.
Details
Navigate to Membership Plans: Go to Manage Business Settings > Membership Plans and select New Membership Plan.
Name and Description: Enter a name and description for the new plan. The description will be visible to clients when booking online.
Assign a Category: Select a category for the plan. If you don't have any categories yet, click Add Category to create one. If a category already exists, choose it from the dropdown menu. You can also manage categories by selecting Manage Categories, where you can rename, delete, or create new ones. The category assigned will be visible to clients online.
Enable Sharing Vouchers: Turn on Sharing Vouchers to allow members to share available vouchers with others.
NOTE: Vouchers cannot be applied to usage-based services.
Pricing
Set Membership Price: Enter the price for the recurring membership plan. Set Price Based on Renewal Term: The price entered will be charged according to the renewal frequency. For instance, if the price is $100 and the renewal term is monthly, the client will be charged $100 every month.
Select Renewal Terms: Choose how often the plan renews from the dropdown menu. The default is monthly, but other options include every two weeks, two months, six months, or annually.
Choose Billing Date: By default, billing starts on the purchase date. You can assign a specific billing date, meaning all future charges will occur on that date, regardless of when the plan was purchased. For example, if the plan is purchased on the 20th and the billing date is set to the 1st, the first charge occurs on the 20th, but all future charges will happen on the 1st of the month.
Note: Changing the Billing date on an existing membership plan will not cause previously sold memberships to automatically renew on the selected billing date. However, previously sold memberships will not be allowed to modify the next charge date to a day other than the billing date currently set on the membership plan.
Enable Tax: Turn on Charge Tax to add tax during checkout. Tax rates can be adjusted in the Manage Location settings under Product Tax Rate.
Enable Commission: If you'd like to award commission to staff for selling the membership, enable the Commission option.
Perks
Membership plans can include perks such as vouchers, account credits, and discounts. You can add multiple perks to each plan.
Here’s how to add perks:
Add a Perk: Click Add Perk and choose either Vouchers, Account Credit, or Discounts from the dropdown menu.
Vouchers:
Select Vouchers to add a prepaid voucher that members can redeem for services.
Use the search function to find specific services by name, or apply filters to search by service category.
Select the services to include in the plan, then click Save.
Assign the number of vouchers.
If desired, enable the Expires option to set an expiration date. Options include a set number of months or years after being issued, or a certain time period after cancellation of the membership.
Discounts:
Select Discounts to offer exclusive discounts on services and/or products.
Choose to apply discounts to All Services and Products, Services Only, or Products Only.
If applying discounts to only services or products, you can further refine this by selecting specific categories or individual services/products.
Set the discount value, which can either be a percentage (%) or a fixed dollar amount ($).
Account Credit:
Select Account Credit to add credits that members can use toward purchases. These credits will be applied to the client’s account under Payment Methods > Credits.
Credits are automatically added to the client’s account when their membership plan payment is processed.
Locations
You can modify location-specific plan settings for individual locations or through bulk editing. These settings allow you to choose which locations offer the membership plan for purchase and adjust variables such as availability, pricing, taxes, and online sales.
To adjust these settings:
Select Manage to open the location settings.
Enable or disable the plan at each location.
Enter location-specific prices and/or tax rates as needed.
Use the toggle next to each location name to enable or disable online sales for that location.
Bulk Edit Location Settings
To bulk edit location settings, from the Manage Business Settings, go to Membership Plans and select the Membership plan whose locations you wish to edit. Scroll down to the Locations section click “Manage”. Check the box next to each location you want to modify, then click Edit. You can adjust the price, tax rate, active status, and online sales for all selected locations simultaneously. Any changes made will apply to all locations you've chosen.
Filtering Membership Plans
You can filter plans by both status and category:
By Status: Choose between Active or Inactive plans to refine your view.
By Category: Select specific categories to see plans assigned to those groups.
FAQ
Q: Why isn’t the voucher showing up in the checkout window?
A: Check that the client has purchased a membership with a voucher for a service that is listed at checkout. If the voucher is for a specific service, it will only appear as an option to redeem if that particular service is being checked out. For example, if a client has a voucher for a microneedling service, it will only show up for redemption if microneedling is the service being checked out, not for any other service or add-on.
Q: If a new service is added to an existing membership, will it apply once updated?
No, if a new service is added to an existing voucher membership it will not apply until currently active memberships renew.