> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/advanced-settings/memberships-setup.md).

# Memberships: Setup

Memberships are like joining a club. Including a variety of services and/or discounts for a one-time, prepaid membership fee, or a monthly membership fee.

All steps start by going to: **Manage** > **Advanced Settings** > Manage (under **Memberships**)

**Setting up a One-time Membership:**

{% stepper %}
{% step %}

## Click **Add Membership**

![memberships](/files/1dd696ca2de52c658672eb7affd10d3b01f21d07)
{% endstep %}

{% step %}

## Enter the **Name** of the Membership

{% endstep %}

{% step %}

## Choose the **Type**

* **Series:** Includes ALL of the services and their set quantities attached to the Membership.\
  *(Example: If I add 5 Women's Haircuts, 3 Pedicures, and 3 Basic Manicures, the client can use all 5 haircuts, all 3 pedicures, and all 3 manicures.)*
* **Client Choice:** Allows the client to choose a set number of any services added to the Membership.\
  *(Example: If I add a Women's Haircut, Pedicure, Basic Manicure, and 60 min Massage, and set the number of Services to 3, the client can use 3 haircuts OR 2 pedicures and 1 haircut OR any combination of 3 services included.)*
  {% endstep %}

{% step %}

## Choose how employees are paid commission for performing services on a Membership (**Pay Commission On**)

* **Full Employee Service Prices:** Employees will receive the commission they usually do for those services they perform.
* **Discounted Package Prices:** Employees will receive a set amount for performing those services included on the Membership.

{% hint style="info" %}
If this is a Client Choice Membership, you have to set the commission amount as the same for every service included. If this is a Series Membership, you can set different commission rates for each service included.
{% endhint %}
{% endstep %}

{% step %}

## Set **Recurring** to No

This drop-down will not appear if you are not integrated with [Integrated Card Processing](https://www.rosysalonsoftware.com/salonrunnerpay).
{% endstep %}

{% step %}

## Enter the **Expiration (days)**

{% endstep %}

{% step %}

## Set the **Service Discount %** *(optional)*

This will apply a discount percentage to all other services a client with the Membership receives.
{% endstep %}

{% step %}

## Set the **Retail Discount %** *(optional)*

This will apply a discount percentage to all products a client with the Membership receives.
{% endstep %}

{% step %}

## Choose Yes or No for **Expire on Use Up**

This will automatically expire the client's Membership after they have used all the services included on it.
{% endstep %}

{% step %}

## Review the **Tax %**

This will automate to the Service Tax % you have set up in your [Business Settings](/business-settings/business-settings.md). You have the added ability to change this.
{% endstep %}

{% step %}

## Set the **Sort Order**

This controls the order in which you view the list of Memberships upon sale and within your Manage Memberships page.
{% endstep %}

{% step %}

## Choose Yes or No for **Online**

This only comes into play if you are using [Integrated Card Processing](https://www.rosysalonsoftware.com/salonrunnerpay) and [OCS eCommerce](/online-client-scheduling/ocs-ecommerce.md).
{% endstep %}

{% step %}

## Click **Create**

![create membership](/files/8752c75112ce4ce6225c535edadad481dd0de783)
{% endstep %}

{% step %}

## Add the available services

Add the services that will be available on the Membership using the ![plus icon](/files/6fbfee46c20a118faafa65f9b938f2ce44214718) icon.

If you need to remove any services after adding, use the ![delete button](/files/e234013d3a8f65da9298de8e4bf5a69ed58d6cbf) icon.
{% endstep %}

{% step %}

## Enter commission amounts when using **Discounted Package Prices**

Enter the amount next to each service the employee will receive commission on.

{% hint style="info" %}
If this is a Client Choice Membership, you can only use the *same* commission amount for every service added.
{% endhint %}
{% endstep %}

{% step %}

## Enter service quantities

* For a **Client Choice Membership**: Enter the **Total Services** amount below.
* For a **Series Membership**: Enter the amount provided next to each service.
  {% endstep %}

{% step %}

## Enter the **Membership Price** and/or the **Enrollment Fee**

{% endstep %}

{% step %}

## Change **Status** to Active

Change **Status** to Active if you are ready to start selling this Membership.
{% endstep %}
{% endstepper %}

**Example of Client Choice Membership with Discounted Package Price commission:**

![choice membership](/files/f2cff480dc461991e9653685b63c77bce7330b89)

**Example of Client Choice Membership with Full Employee Service Price commission:**

![choice membership price commision](/files/6ce7db5afb49cda26fbfbbb1127e18bb2fcf9b79)

**Example of Series Membership with Discounted Package Price commission:**

![series membership](/files/1edd67a242a61da6470e0057fe92ba40b15cf907)

**Example of Series Membership with Full Employee Service Price commission:**

![series membership price comission](/files/ecfcf897a3f857ba7a49dcacc0570857c94bffc9)

Do you integrate with CardConnect? Learn how to set up [Monthly Recurring Memberships](/advanced-settings/monthly-recurring-memberships-setup.md) here!

Once your Memberships are all set up, find out how to [sell and redeem services off of Memberships](/tickets/selling-redeeming-memberships.md) here!


---

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