Memberships are an easy way to increase reliable monthly income and get your clients to book regularly with you! To add a Membership to your Service Menu:
- Select the ☰ icon to open the side menu.
- Select Memberships.
- Select the + icon to add a new membership.
- Enter a Membership Name. This is how the Membership will be titled on your public Services page, on your Schedule, in emails, and on client facing communication.
- Enter a Description. This will display on your public Services page so clients know is included in the Membership.
- Enter the Membership Price. This amount determines how much the client will be charged each month.
- Note: The price of the membership must be at least $2.
- Determine if you will allow unused sessions to rollover to the following month. If yes, select the toggle to enable the rollover setting. and choose how many months a credit can rollover.
- Determine if you want to automatically renew the membership every month. This means that the client's card will be charged automatically. Note: This setting cannot be changed after the membership is finalized so make sure it is configured correctly before saving.
- If the Membership should stop renewing after a set date, Auto renew for and enter the number of months after which the Membership stops renewing.
- Note: This setting cannot be changed after the membership is finalized so make sure it is configured correctly before saving.
- Note: The number entered in this box will match the total number of payments for the membership. Ex. If a "6" is entered in this setting and the client enrolls on Jan. 1st, their last renewal payment will be June 1st. If a "1" is entered in this setting, the client will be charged for the membership and it will immediately "Complete".
- Note: Credits will still be available for redemption after the membership has "Completed".
- Under Services included in Membership, select Add Discount Group.
- Select the service(s) you wish to include in the discount group and tap Select Product.
- Customize the Discount amount for this discount group.
- Enter the quantity of the Service(s) the client will receive.
- Select Apply.
- Once you've added the first credit or discount, select Add discount group and repeat Steps 11 - 14 above until you've selected all Services that are included in the membership at no additional cost and/or at a discount.
- Select Save.
Once the membership has been created, clients can then enroll themselves online, or the business can enroll clients into the membership: Enrolling a Client into a Membership (Mobile)
Note: The services included in the membership must be "Online" for the membership to be visible on your website.
View the Desktop directions here: Creating a Membership.