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:

1

Click Add Membership

memberships

2

Enter the Name of the Membership

3

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.)

4

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.

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.

5

Set Recurring to No

This drop-down will not appear if you are not integrated with Integrated Card Processing.

6

Enter the Expiration (days)

7

Set the Service Discount % (optional)

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

8

Set the Retail Discount % (optional)

This will apply a discount percentage to all products a client with the Membership receives.

9

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.

10

Review the Tax %

This will automate to the Service Tax % you have set up in your Business Settings. You have the added ability to change this.

11

Set the Sort Order

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

12

Choose Yes or No for Online

This only comes into play if you are using Integrated Card Processing and OCS eCommerce.

13

Click Create

create membership

14

Add the available services

Add the services that will be available on the Membership using the icon.

If you need to remove any services after adding, use the icon.

15

Enter commission amounts when using Discounted Package Prices

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

If this is a Client Choice Membership, you can only use the same commission amount for every service added.

16

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.

17

Enter the Membership Price and/or the Enrollment Fee

18

Change Status to Active

Change Status to Active if you are ready to start selling this Membership.

Example of Client Choice Membership with Discounted Package Price commission:

choice membership

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

choice membership price commision

Example of Series Membership with Discounted Package Price commission:

series membership

Example of Series Membership with Full Employee Service Price commission:

series membership price comission

Do you integrate with CardConnect? Learn how to set up Monthly Recurring Memberships here!

Once your Memberships are all set up, find out how to sell and redeem services off of Memberships here!