How to Create and Manage a Membership Program
- Creating Your First Membership Plan (video)
- Adding a Membership
- Enrolling a Client in a Membership
- Editing a Membership
- Deactivating a Membership
- Deleting a Membership
Managing a Client's Memberships
- Transferring a Client to a New Membership
- Selling Your First Membership Plan (video)
- Viewing a Client's Membership Credits
- Editing a Client's Membership Credit Balance
- Changing a Client's Renewal Date
- Changing which Customer a Client Record is Linked to in Stripe or Square
- How do I Take a Membership Offline?
- Can I See an Example of how to Set Up my Membership Services Correctly?
- How to tip with Card on File in Square when checking out with membership credit
- Membership Fee Structure
- How do I Set Up an Annual (One Charge Per Year) Membership?
- How Can I Use a Member's Card On File For Other Payments?