Overview
A 'Membership' is a prepaid termed subscription. The individual terms are set by the business, with purchasing clients ('Members') automatically charged based on the term set (e.g., bi-weekly, bi-monthly, monthly, semi-annual, annual). A membership plan can be sold in-store or online.
Selling a Membership In-Store
Memberships being sold in-store can be sold a la carte in a retail-only order or added to an existing order.
In the checkout window, search and add the desired membership.
The term start date defaults to the date of purchase. If the membership is set to default to a billing date in the membership plan settings, the first charge for the plan will occur on the day of purchase and all future recurring charges will default to the date set in the plan settings.
Checkout the order as usual.
If you have a client agreement, the client will be required to agree to the terms on your Duo.
The client is charged at the beginning of each term. For example, they are charged immediately upon purchasing a membership, and then again once they begin their second term.
NOTE: To process a new membership sale on the same day as a service, start by completing a retail-only order. Once the retail-only order is finalized, proceed with the transaction for the service and redeem the first membership voucher for that service.
Selling a Membership Plan Online
Membership plans are made purchasable online by checking "Online Sales" in the plan settings at the location or business level (Manage > Membership plans or Manage Business > Membership plans).
Once the membership has been made purchasable online, it appears in the self-booking overlay.
If you have a client agreement, it will require the client to agree to the terms at checkout.
Discounting a Membership
When a discount is added to the membership, the discount applies to that order only. To discount an existing membership for each billing cycle going forward, first, cancel the membership and then create a new membership with the discounted pricing in a retail-only order.
Prorating a Membership
To charge a one-time fee prior to a membership term start, you can add a new product such as 'Membership Initiation' or 'Membership Prorate' which can be added and paid for in a standard client transaction. As with all products, this charge would be added to the Products section in the checkout window. This charge is one-time and can be for any chosen dollar amount.
Updating Existing Memberships
To make an update to existing memberships (i.e. price increase) please reach out to Support.