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 sell memberships in-store and online. | |
Overview of how to manage memberships in dashboard and within the client profile. | |
Overview of how to create, manage, and sell packages. |