Set Up a Membership Plan
To enable the Memberships app, go to Apps > Manage apps > Memberships and select Enable.
To create a membership plan, you must be an Admin user, or you must have the Can manage membership plans permission enabled in Staff Member settings.
To view membership plan ideas and learn about salon and spa membership agreements, the following resources from the Mangomint blog are available:
Link copiedCreate a membership plan
To create a membership plan, open the Memberships app and select Manage plans > Create Membership Plan.
Link copiedPlan name
The membership plan name will be visible to the client in the client portal.
Link copiedBilling period
Memberships can be billed in day, week, or month intervals. The minimum billing interval is every 7 days.
For monthly memberships, select Every 1 Month. For annual/yearly memberships, select Every 12 Months.
Link copiedAdding services
Services are organized into service groups. Service groups allow clients to choose from any of the services in the group.
For example, if a service group contains Blowout, Deep Conditioning, and Curls Only with the quantity set to 1, the client can redeem any one of those three services per billing cycle.
If you set up two service groups as shown below, the client can redeem two services per billing cycle. The client can redeem an Express Facial and either a Blowout, Deep Conditioning, or Curls Only.
You can also allow a service to be redeemed multiple times per billing cycle. In the example below, the client can redeem 4 French Manicures a month. Each service is $25, and the total membership price is $100.
You can also specify whether to include service customizations in each service group. Every time the membership is applied at checkout, you can include service customizations up to the amount you specify.
Link copiedDiscount price
The Discount Price is the price that will be used in reports to determine which amount should be recognized as sales revenue when services get redeemed. This is automatically calculated as the Group Price divided by the Quantity.
Link copiedQuantity
The Quantity is the number of services added per billing cycle.
Link copiedGroup price
The Group Price is the total price for all the services in a service group.
Link copiedServices expire
You can specify the time after which unredeemed services will expire.
If the services never expire, all unredeemed services will roll over indefinitely for clients to redeem at any time.
If the services expire After 1 month, all unredeemed services will expire after one month.
You can manually adjust the quantity of remaining services even if unredeemed services have expired. This can be helpful if a client only missed their visit by a few days and would still like to use their membership services.
Link copiedProduct and service discounts
Membership plans can include perks such as product discounts and additional service discounts.
These discounts will be automatically applied to all product purchases and additional services for clients with an active membership. You can manually remove these discounts if they do not apply to certain products or services.
Link copiedAdvanced options (price to use for commission)
This setting only applies to staff members who are paid service commission.
Regular price: Staff commission will be calculated based on the regular price as listed in your Service settings.
Discount price: Staff commission will be calculated based on the discounted membership price.
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