Client Memberships & Payments

Before you start

A client's memberships, packages, saved cards, and payments all live on their account. To set up the memberships and packages you sell, see Memberships and Packages & Points.

Step 1: Open the account

1. In the side menu, under Marketplace, select Accounts. The Membership column shows who's a member.
2. Select the client's account.

Step 2: Membership and packages

• Select the Membership tab to see their plan, its status (like Active), and the renewal date.
• Select + Membership to add a membership for the client, or + Package to add a package.
• Use the three-dot menu next to a membership to manage it.

Step 3: Saved cards

Select Payment Methods to see the cards the client saved at checkout. Memberships renew on a saved card.

Step 4: Checkouts

Select Checkouts to see each payment: what was charged, refunded, and tipped. For refunds, see Charges & Refunds.

Tips

• A membership renewal failed? Ask the client to update their card. The renewal is tried again.
• Group visit? Each patient pays their own share, so check each patient's account.