A membership is similar to a package or course that is paid via a monthly Direct Debit payment.
Memberships can contain repeating services e.g. a HydraFacial every month or Botox every 4 months. They can also include non-repeating services e.g. a one off single microneedling or 6 of them.
All memberships must live inside a category. E.g. Botox memberships within a Botox category.
Create a membership category
Go to Admin>Membership
Click "MEMBERSHIP CATEGORIES"
Click the blue + button
Complete the required fields and Save
Create a membership
Go to Admin>Membership
Click the blue + button next to the search field
Enter the name of your membership
Select the category from the drop down.
Click the blue + button to add services to your membership
Select a service from the dropdown
Select if it is repeating or not
Decide how many services per x months the membership offers
Decide when the membership should be added to the client card ready to book:
Immediately - the membership services will be ready to book as soon as the Direct Debit request is sent, even if no payment has been made
After payment - the membership services will be ready to book once the first full Direct Debit payment has been received.
Allow roll over - if you select this, any services not booked in their designated time slow can still be booked. Don't select this and any services will be forfeited if not used in time.
Choose the expiry date for the membership
Price
The tax code will default to the tax code of the service(s) you have added but you can change this.
The system will calculate the monthly price of the services you added. Use the discount field or enter the price you wish.
Commission
Select whether this memberships' services should be eligable for staff commission.
Staff will need to be allocated an applicable commission scheme for them to earn commission when performing these services.
Click Save