> 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/monthly-recurring-memberships-setup.md).

# Monthly Recurring Memberships: Setup

If you are integrated with [Integrated Card Processing](https://www.rosysalonsoftware.com/salonrunnerpay) , 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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/D5lphoZdcHEV5VCWRGyG/Add%20membership.png)

{% stepper %}
{% step %}

## Enter the Membership name

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

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 options

* **Recurring:** Monthly\
  This drop-down will not appear if you are not integrated with [Integrated Card Processing](https://www.rosysalonsoftware.com/salonrunnerpay).
* **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*](/advanced-settings/rewards-and-referrals.md) *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.
  {% endstep %}

{% step %}

## 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](/business-settings.md). You have the added ability to change this.
  {% endstep %}

{% step %}

## 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](https://www.rosysalonsoftware.com/salonrunnerpay) and [OCS eCommerce](/online-client-scheduling/ocs-ecommerce.md).
* **Cancel Online:** Choose No if you would like to prevent clients from being able to cancel their recurring memberships online.
  {% endstep %}

{% step %}

## Create the membership

Click **Create**.

![Create membership button](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/TSOGUySq9OPa9cmGIN48/Create%20membership%20button.jpeg)
{% endstep %}

{% step %}

## Add available services

Add the services that will be available on the Membership using the ![plus icon](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/DBdnpPWI8FlwdWXPGKeK/plus%20icon.png) icon.

If you need to remove any services after adding, use the ![rtaImage (5)](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/YcPzMPj1Zs7ZbErMkVfa/rtaImage%20\(5\).png) icon.
{% endstep %}

{% step %}

## 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.
{% endstep %}

{% step %}

## 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.
  {% endstep %}

{% step %}

## Enter the membership price

Enter the **Membership Price** *(and **Enrollment Fee** if applicable).*
{% endstep %}

{% step %}

## Activate the membership

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

![Change Status to Active memberships](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/yjh730FmEVteO6qWY5Yl/Change%20Status%20to%20Active%20memberships.png)
{% endstep %}
{% endstepper %}

Learn how to set up [One-time Memberships](/advanced-settings/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!