Monthly Recurring Memberships: Setup

If you are integrated with Integrated Card Processing , you have the ability to auto-charge clients per month at a fixed rate for their Membership!

Proceed to: Manage > Advanced Settings > Manage (under Memberships)

Click Add Membership

Add membership

1

Enter the Membership name

Enter the Name of the Membership.

2

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.)

3

Choose how employees are paid commission

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.

4

Set recurring options

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

• Recurring Rewards: Choose Yes or No. This will allow clients to earn Points for every dollar spent on services redeemed off of their Membership. This will only apply to you if you have your Rewards set up.

• Allow Rollovers: Choose Yes or No. This will allow a client(s) services unused from the month before to rollover into the future months.

5

Set discounts and tax

• Service Discount %: This is optional. This will apply a discount percentage to all other services a client with the Membership receives.

• Product Discount %: This is optional. This will apply a discount percentage to all products a client with the Membership receives.

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

6

Set sorting and online options

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

• Sell Online: Choose Yes or No. This only comes into play if you are using Integrated Card Processing and OCS eCommerce.

• Cancel Online: Choose No if you would like to prevent clients from being able to cancel their recurring memberships online.

7

Create the membership

Click Create.

Create membership button

8

Add 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.

9

Enter commission amounts

If using Discounted Package Prices for commission, enter the amount next to each service the employee will receive commission on.

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

10

Set the number of services

• If this is a Client Choice Membership: Enter the Total Services amount below.

• If this is a Series Membership: Enter the amount provided next to each service.

11

Enter the membership price

Enter the Membership Price (and Enrollment Fee if applicable).

12

Activate the membership

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

Change Status to Active memberships

Learn how to set up One-time Memberships here!

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