To enroll a client into a Membership in the MassageBook Manager app:
- Select the menu option in the top left corner of the app.
- Select Clients.
- Search for and select the client you with to enroll.
- Select the Memberships tab within the client's record.
- Select + Purchase.
- Make your selection from the list of Active Memberships.
- On the Select Payment Method Page, select from an existing card on file, or select Add New Card and enter the client's card information.
- Review the Membership Billing Details prior to enrolling the client. The Enrollment Date will default to today's date, but if you need to change it, select the Edit icon next to Start date and select a new date.
- Note: This is the date of the client's first charge. No credits will be available on the client's account until this date.
- Select Confirm Purchase.
Notes:
- When a client is enrolled into a membership, the card added to their membership is saved on file in your connected Square account or MassageBook Pay account.
- Membership payments will be processed the same time of the day that the client was initially enrolled (i.e. if the client is enrolled at 12pm, their renewal payment will be processed at 12pm on their renewal date).
- If a client is set to enroll on a future date, their membership payment will be processed at around 12:01am on the Start date.