Overview
This article outlines upcoming changes to Memberships & Packages. Sign up to get early access here.
Memberships & Packages are being reclassified from “Products” to their very own categories in Boulevard. This structural change and a new set of reports make it faster and easier to manage and track Membership & Package sales, usage, performance, and financials for accounting.
We also re-designed the way Memberships & Packages are created and edited in Boulevard, giving you one, streamlined place to define plan details, pricing, perks, and location-specific settings and permissions. You can mix and match perks, including vouchers, discounts (memberships only), and account credits to create enticing plans for new sign-ups!
Read on to see what's changing so you and your staff are prepared.
Memberships & Packages: What's New or Changing
Clients
Online Purchases
Catch clients' attention with memberships & packages as soon as they start booking. Before, clients would have to start booking an appointment to see Memberships & Packages on your menu. With this update, they're on the first page of your self-booking overlay.
Front Desk
Checkout
There is no change to how Memberships & Packages are added at checkout. We've simply renamed the "Products" section to "Products, Memberships, and Packages".
Vouchers and account credits are still applied through the client profile sidebar. However, discounts associated with memberships will now auto-apply to relevant line items, saving your front desk from having to type in offer codes.
Refunding with Perks
Refunds automatically route to the original form of payment unless otherwise specified, less any discounts. Any account credit will be returned to the client’s profile, and any vouchers will be automatically reinstated. To learn more about the recent changes we’ve made to vouchers, please see Vouchers as Payments: Before and After.
Admins
Before | After |
Memberships & Packages were created from "Products" under Business Settings. | Memberships & Packages have their own sections under Business Settings. There, you can easily create or edit existing plans from one clean page. Create a name and description, adjust sharing and location-specific settings (such as availability, tax rate, online purchasing, and more), and add different types of perks. Set memberships to bill on the same day of the month or the date of sale—whichever you prefer.
Account credit, discounts, and vouchers can all be added to a single membership and directly applied through the client profile at checkout. |
Summaries
With Memberships & Packages being reclassified into their own categories, they will no longer show under Product metrics. In some cases, they will have brand new summaries or simply have been broken out into new rows or columns with Membership & Package metrics.
What's new in Summaries
A set of new summaries will help you easily track and report on Memberships & Packages, including:
What's changing in Summaries
Sales Summary - Memberships & Packages will be removed from the Products row, so Products will not only contain product sales. Three new rows will show:
New memberships - only first-time membership sales
Recurring memberships - membership renewals sales
Packages - new package sales
A temporary banner (shown below) on this page will allow you to see the old version of the summary while you adjust to the changes.
In the summaries listed below, Memberships & Packages have been removed from product metrics and either have their own rows/columns now or brand new summaries:
Daily Summary: New columns for Membership & Package metrics
Product Sales: Removed; see new summaries
Detailed Line Item: New line item type for Memberships & Packages
Commission Summary: New columns for Membership & Package commission
Product Commission: Removed; see new summaries
Product Sales by Category: Removed; see new summaries
Reporting
With Memberships & Packages being reclassified into their own categories, they will no longer report under product sales metrics. Instead, there are brand new reports or changes to existing reports that make it easier to isolate or extract membership & package revenue and identify related transactions. These new reports will also give you visibility into reasons for pause/cancellation.
What's new in Reports:
Membership Report: Find all of the business or location’s memberships, their status, and clients who purchased
Membership Summary: Summarize membership usage and retention for the business or location
Membership & Package Sales: Aggregate Membership & Package sales data for the business or location
Membership Staff Retention Report: Find client retention for staff based on membership sales
Membership Cancellation Report: Find all canceled memberships and reasons for canceling
What's changing in Reports
New columns:
Package name: Name of the package as defined by the business
Membership name: Name of the membership as defined by the business
Membership state: Shows whether the membership is active, paused, canceled, or past-due
Membership reason: Shows the staff-entered reason why a membership was either canceled or paused
Line item type: Will replace “Type” and show whether a sale was a product, service, membership, or package
Changing columns:
Product sales: Membership & Package sales will no longer be included
Type: Will continue to show memberships & packages as “Product,” but will be removed in the coming weeks
New Columns:
Membership name: Name of the membership that’s paid in the sale
Membership sales: Total sale price of the membership
Membership client count: Clients retained by the staff member via membership sales
Membership client retention: Percentage of clients retained by the staff member via membership sale
Academy
We've updated Boulevard Academy training to reflect the new builder. New lessons include:
Lesson | Description |
Introduction to Boulevard's memberships and packages including benefits of offering the features and use cases. | |
Overview of how to create membership plans. | |
Steps on how to sell memberships in-store and online. | |
Overview of how to manage memberships in the dashboard and within the client profile. | |
Overview of how to create, manage, and sell packages. |
Membership Plan and Packages API changes
Current state
Before this update, any of your listed retail products, packages, and membership plans were all built within the “Products” section on Boulevard where all categories are shared between the 3 individual options.
Additionally, the products query in the Admin API returns retail products, packages, and memberships.
What’s changing
With the new Membership Plan and Package builders, categories are no longer shared between retail products, membership plans, and/or packages.
Now that they will live under their respective category, if you have a membership plan or package that was built in the ‘Products’ section, we will automatically move and attach it to its new, individual category.
Doing so, the ID of that category will now reference a membership plan category or a package category NOT products category within the Client API.
For example, for packages and membership plans the CartAvailableCategory ID in the Client API now references these new plan or package categories. To allow you to group the categories further, we’ve added a new categoryType field, which will reference one of the following: product, membershipPlan, package, service, or giftCard.
Additionally, for package and membership plans, the commission enabled setting has been moved from the category level to the record level.
The Admin API supports new queries and mutations you can use to specifically interact with packages and membership plans:
Queries
membershipPlans - List all membership plans
membershipPlan - Look up a membership plan
membershipPlanCategories - List all membership plan categories
packages - List all packages
package - Look up a package
packageCategories - List all package categories
Mutations
createMembershipPlan - Create a membership plan
createMembershipPlanCategory - Create a membership plan category
createPackage - Create a package
createPackageCategory - Create a package category
updateMembershipPlan - Update a membership plan
updateMembershipPlanCategory - Update a membership plan category
updatePackage - Update a package
updatePackageCategory - Update a package category
membershipPlanActivateAtLocation - Activate membership plan at location
membershipPlanDeactivateAtLocation - Deactivate membership plan at location
packageActivateAtLocation - Activate package at location
packageDeactivateAtLocation - Deactivate package at location
What’s not changing
To avoid any immediate disruption, we will still keep the packages and membership plans associated to their existing product categories in addition to the new membership plan or package category.
In the Admin API, the products query will continue to return retail products, membership plans, and packages in addition to the new membership plan or package queries.
The product mutations will still update membership plans and packages, however, they are not as feature rich as the new mutations.
Please refer to the individual developer documentation listed above for additional insight into the new queries and mutations.
What we recommend
To avoid any potential future disruptions, we recommend that you begin using the new membership plan and package-specific APIs in place of the product APIs for non-retail products, especially where categories are being referenced.
If the Admin API products or product query is still being used to fetch membership plans or packages, the category information will no longer be correct if you do any of the following:
Change the category on the membership plan or package it was originally listed under
Change the associated product category it was originally listed under