Overview
Memberships are one of the most powerful tools for building predictable revenue and client loyalty. By offering clients a recurring subscription with built-in perks, you create an incentive to keep them coming back while generating consistent income for your business.
Boulevard's membership feature lets you build fully customizable plans with flexible pricing, renewal schedules, and location controls. Once a plan is set up, clients can purchase it online or in person, and Boulevard handles the recurring billing automatically.
Here's how it works at a glance:
Plans define the price, renewal frequency, perks, and eligibility rules — you set these up once in your settings.
Members are clients who have purchased a plan. They're charged automatically on their renewal date using the card on file.
Perks (service vouchers and account credits) included in a plan are added to the client's profile upon each billing cycle and can be redeemed at checkout.
Billing begins on the purchase date and renews automatically — no manual intervention needed unless a payment fails.
Having billing issues? See Memberships: Managing Billing for help with card declines and past-due memberships.
Creating new Membership Plans
Before a membership can be sold, it must first be created in the Manage Business Settings.
1. Go to Manage Business Settings > Membership Plans and click New Membership Plan.
2. Name and Description: Enter a name and description for the new plan. Both are visible to clients when purchasing a membership online.
3. Category: Assign the plan to a category. Categories are visible to clients when purchasing a membership online.
Use the dropdown to select an existing category, or click Add Category to create one. You can rename or delete categories via Manage Categories.
4. Sharing Vouchers: Enable Sharing Vouchers if you want members to be able to share their vouchers with others.
Setting Pricing and Renewal Terms
1. Price: Enter the price for the recurring membership plan. The price you set will be charged at the frequency defined by the renewal term.
Example: A $100 plan with a monthly renewal term charges the client $100 every month.
2. Renewal Terms: Choose how often the membership renews. Use the dropdown menu to select one of the available options: two weeks, one month (default), two months, three months, six months, or annually.
3. Billing Date: By default, billing starts on the date the client purchases the membership (Membership start date). If preferred, you can set a fixed billing date so that all future charges fall on a specific day of the month — regardless of when the plan was purchased.
Example: If a client purchases on the 20th and the billing date is set to the 1st:
The first charge occurs on the 20th (the purchase date)
All subsequent charges occur on the 1st of each month
Note: Changing the billing date on an existing plan will not automatically shift the renewal date for memberships that have already been sold. However, those existing memberships will be restricted from setting a next charge date that differs from the billing date currently set on the plan.
4. Charge Tax: Enable Charge Tax to automatically add tax at checkout. Tax rates are configured separately in Manage Location > Details > Tax Rates > Membership Tax Rate.
6. Enable Commission: Enable Commission if you want to award staff members a commission for selling this membership. Commission rates are defined per staff member in their profile under the Compensation tab.
Configuring Client Cancellation Settings
Set the criteria clients must meet when cancelling their membership through the Client Portal. These requirements are pulled from your full membership agreement and enforced when a client initiates cancellation online.
Minimum Commitment: The minimum number of days or months a client must remain an active member before a cancellation request can take effect
Cancellation Notice: The number of days or months in advance a client must provide notice before their cancellation takes effect. During this period, the client will remain active and continue to be billed.
Note: While the FTC’s Click-to-Cancel rule was blocked by a federal appeals court, businesses that sell memberships online should still review their state’s specific regulations to ensure compliance. See Getting Ready for Click-to-Cancel for setup details.
Adding Perks
Perks are the benefits clients receive as part of their membership. You can add multiple perks to a single plan, and mix and match types. Available perks include:
Vouchers: Prepaid vouchers for specific services. Vouchers are added to the client's profile each billing cycle and can be redeemed at checkout when the applicable service is booked.
Note: Vouchers cannot be applied to usage-based services.
Discounts: Automatic discounts ('member rates') applied at checkout on services, products, or both. Discounts can apply broadly across your menu or be scoped to specific categories or items.
Account Credit: A dollar amount added directly to the client's account balance each billing cycle. Credits will accumulate over time and can be applied toward any purchase at checkout, unlike vouchers, which are tied to specific services.
Note: Expiration settings vary by perk type:
Vouchers: Can expire after a set time from when they’re issued, or after a defined period following membership cancellation.
Discounts: Expire as soon as the membership is cancelled or paused.
Account credits: Do not expire and remain in the client’s Wallet until used.
Setting Up Voucher Perks
Click Add Perk and select Vouchers.
Search for services by name, or use the category filter to browse.
Select the services to include and click Save.
Set the number of vouchers to issue per billing cycle.
(Optional) Enable Expires to set an expiration window. Choose from:
A set number of months or years after the voucher is issued
A set period of time after the membership is cancelled
(Optional) Enable Redeem only at the purchase location to limit where vouchers can be used. When enabled, vouchers won't appear at checkout at any other locations.
Setting Up Discount Perks
Click Add Perk and select Discounts.
Choose the scope of the discount:
All Services and Products
Services Only
Products Only
When selecting services only or products only, you can choose specific categories or individual items to define exactly when the discount applies.
Set the discount value as either a percentage (%) or a fixed dollar amount ($).
Setting Up Account Credit Perks
Click Add Perk and select Account Credit from the dropdown.
Enter the credit amount earned per billing cycle.
Setting the Audience
Admins can select one audience to determine who is eligible to purchase the membership:
All clients – Anyone can purchase this membership.
New clients only – Clients with no prior appointments, or whose first appointment is included in this purchase
Returning clients only – Clients with a first appointment already on record that does not match the one in this purchase.
Note: Client accounts are tracked at the business level — a client with an appointment at any location counts as a returning client.
Managing 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.
Select Manage to open the location settings.
Enable or disable the plan at each location.
Set location-specific Prices and/or Tax Rates as needed.
Use the Online Sales toggle to enable or disable online sales for each location.
Bulk Editing Locations
To update multiple locations at once, check the box next to each location you want to modify. Click Edit to make and apply changes to all selected locations simultaneously.
Future Locations
To automatically add this membership to all future locations, check the box: Available at all future locations.
Add Client Agreements
Add agreement terms to the membership that clients are required to review and accept at checkout, whether they purchase online or in person through the Duo app. This ensures all clients agree to your terms before completing their purchase.
Toggle on Enable Agreement
Enter the membership agreement terms into the text box
Note: Client agreements are managed at the Business level directly. They cannot be configured at the location level.
Activate the New Membership Plan
Once you've configured all plan settings, click Save in the top-right corner to activate the membership. The plan will appear in your Membership Plans list with an Active status and become available for clients to purchase based on your enabled settings.
To save a drafted version without going live, toggle off the Active flag before clicking Save. The plan will be saved with an Inactive status and can be published at any time from the Membership Plans list.
Managing Membership Plans
To manage memberships after activation, go to Manage Business Settings > Membership Plans. From here you can:
Use Settings to modify global membership settings that apply across all business locations.
Use Add Filter to refine your view by Status (Active or Inactive) or Category
Select any plan from the list to modify its settings or active status, or to duplicate it.
Important Note: Changes made to an existing plan's settings will not apply to current members. Updates will take effect for new purchases only.
If you want all members — current and new — to be on the updated plan, you will need to cancel the existing membership for each affected member and resell them the updated plan. See Updating Memberships for guidance on how to do this.
Memberships FAQ
Can a membership be sold and redeemed on the same day?
Yes. See Selling and Redeeming a Membership or Package In-Store on the Same Day for details.
Why are the toggles for membership or cancellation settings greyed out?
This happens when viewing the plan under the Manage Location tab rather than business-level settings. Navigate to Business Settings > Membership Plans to access the full editing controls.
Why isn't the voucher showing up at checkout?
Vouchers are service-specific and will only appear at checkout when the exact service tied to that voucher is in the cart.For example: A microneedling voucher will only show up if a microneedling service is being checked out — not for other services or add-ons. When a voucher is applicable, a green Redeem button will appear at checkout.
If a new service is added to an existing membership plan, will current members receive it immediately?
No. Changes to voucher services on an existing plan won't take effect for current members until their membership renews. To apply the change immediately, you'll need to cancel and resell the membership.
Can a client have more than one active membership at the same time?
Yes, clients can hold multiple active memberships simultaneously, as long as each plan is available for purchase based on the audience settings configured on the plan.
What happens to unused vouchers if a membership is cancelled?
Unused vouchers remain on the client's profile after cancellation, subject to the expiration settings configured on the plan. If no expiration was set, the vouchers remain available indefinitely. If an expiration period after cancellation was set, the vouchers will expire once that period has passed.
What happens if a membership payment fails?
If a payment fails, the membership will enter a past-due state. See Memberships: Managing Billing for details on how to handle card declines and past-due memberships.
Can membership pricing be different across locations?
Yes. Once a plan is created, you can set location-specific prices and tax rates in the Locations section of the plan settings.