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Memberships: Client Profile

These features are only available to participants in the Membership & Package builder Beta test.

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Written by Training BLVD
Updated over a month ago

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.

Viewing a Membership

Once a membership has been successfully added, it appears as a badge under the client's name during appointment checkout. It also indicates who owns the membership (if it is shareable).

Memberships also appear in the Memberships tab on the Client Profile. Learn more about managing a client's membership in the Memberships: Managing Billing article.

Client Access to Membership and Voucher information

Clients can view details about their membership and voucher balance from the client portal. The portal will display:

  • Membership benefits, including redeemable vouchers

  • The applicable services and expiration dates if one is set

  • Provides the ability to add and update the membership payment method on file

For more on the client portal, check out this article.

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