Memberships

Note: Services must be added first before Memberships can be created.

• Can I create Memberships for Clients?
• How do I view, add and manage Memberships?
• Removing Memberships

Can I create Memberships for Clients?

Absolutely! Memberships are a great way to attract new clients and also a great way for you to have some guaranteed revenue.

How do I view, add and manage Memberships?

View Memberships

1. Navigate to the Catalogue section by clicking on the Catalogue icon on the side menu
   
2. Click on the Memberships menu
3. Here, you can view your Memberships and search by name 
   • You can see the Services included in the Membership, the valid period, number of sessions, and the price.

Add a Membership

1. Navigate to the Catalogue section by clicking on the Catalogue icon on the side menu
   
2. Click on the Memberships menu
3. Click Add Membership
4. Add General Info
   • Give the Membership a name and a description
     This can give details on what the Membership includes and some T&Cs
5. Click Next and add Settings
   • This is where you set the price and parameters for the Membership
   • Input a Price
   • Use the toggle to enable online sales, so the Membership can be bought via the Marketplace once it has been created
   • Use the toggle to set Session Limits. This means if it's turned off, the membership will be set to unlimited sessions

     Please note: Turning off Session Limits will mean they can use it as many times as they wish. We recommend adding Session Limits to Memberships to prevent financial loss.

     
     
   • If Session Limits are turned on, set the number of sessions for the membership
   • Select the Membership Length - this is how long the Membership lasts for, and will expire after this period
   • Choose a Display Colour
   • Select a Tax Rate

     Note: If there are no options here, you'll need to add Tax Rates in your Business settings.

6. Click Next and add Services
   • Select a Service by clicking on it - this is Multiple select, so you can add multiple Services in one Membership
7. Click Next and add Terms & Conditions
   • This helps set parameters and rules to the Membership. An example of a line for T&Cs could be:
     "You must use your sessions within the timeframe defined in the Membership Length. These do not carry over so make sure you book an appointment using the Membership before this period ends."
8. Click Save

Manage Memberships

1. Navigate to the Catalogue section by clicking on the Catalogue icon on the side menu
   
2. Click on the Memberships menu
3. Click on a Membership from the list
4. Select the relevant tabs and update as necessary
5. Click Save

Please Note: This will not affect Memberships that have already been purchased. If they want to purchase the same Membership, the Client will purchase the updated Membership.

Removing Memberships

You can delete Memberships by:

1. Navigate to the Catalogue section by clicking on the Catalogue icon on the side menu
   
2. Click on the Memberships menu
3. Click on a Membership from the list
4. Click Delete

Please Note: This will not affect Memberships that have already been purchased. Clients that have bought the Membership can still redeem and use these Memberships, however, this Membership will be removed from the Marketplace and no longer purchasable.