Memberships

Before you start

A membership is a recurring plan. Members pay a set price each period and get a percentage off your services. A membership can also include a package of points (see Packages & Points). You'll need a marketplace admin role.

Step 1: Open memberships

1. In the side menu, under Global, select Marketplaces.
2. Open your marketplace.
3. Select the Memberships tab. Packages are listed first, then memberships.

Step 2: Create a membership

1. Select Create membership.
2. Enter a Name and Price.
3. Turn on Advertise to consumer site to offer it on your booking page.
4. Add a Description and a List of perks (one per line). Clients see both.
5. Choose the Renewal Period, for example Monthly.
6. Optional: choose a Package to give members points every renewal.
7. Select Save.

Step 3: Add discounts

1. Open the membership from the list.
2. Under Discounts, select Add discount.
3. Enter the Percentage Off and tick the Procedure Groups it covers.
4. Select Save. Add more discounts if different groups get different rates.

Step 4: Clients join

• Clients can join from the memberships page on your booking site.
• You can also add a membership from the client's account (Accounts > the client > Membership).

Tips

• Memberships renew automatically on the client's saved card.
• Members see their discount as a separate line at checkout.
• Retiring a plan? Open it and select Archive.