Memberships

Memberships are available if your account is connected with Stripe. Once the account is connected to Stripe a new tab will appear in the packages page which will show Memberships. A membership consists of two parts:

• The items which will be credited (packages and discount profile)

• The payment profile

Creating your first Membership

• The first step to assign the packages which will be credited (packages are credited upon each successful payment on this membership), optionally a discount can also be added, which applies universally based on the discount profile added (discount profiles are created in the Discounts page)

The Add Membership Prompt after pressing the +Membership button

• The second step is to create a payment profile by selecting the membership again (press the button to edit the package), select the payment profile tab

  • From here the Price (the price that will be paid per frequency x interval period), Frequency (how many intervals will be the payment be charged) and Interval (when should this be charged recurringly)

  • i.e. for a payment profile with a Price: $10 - Frequency: Every 1 - Interval: Month(s) : the membership will be set to charge every 1 month $10.

  • i.e. for a payment profile with a Price: $10 - Frequency: Every 6 - Interval: Month(s) : the membership will be set to charge every 6 months $10.

  • Intervals can be set to Daily, Weekly, Monthly, Yearly

  • Payment Profiles cannot be edited, and a new profile will need to be created

  • Clients that are subscribed to a payment profile/membership will need to be cancelled even if the profile has been deleted

  

  The Add Payment Profile prompt

Viewing Clients with Memberships

To view clients that have standing memberships, visit the Clients page, and then click on the Clients / Memberships tab which will bring up all clients that have standing memberships, there you can pause and cancel any membership you like. Memberships can also be viewed directly in the client profile, and can also be paused/canceled if needed.

The Clients Memberships tab in the Clients page

Pausing or Cancelling a Membership

To pause or cancel a membership, find the membership that you would to manage in the Clients/Memberships tab and click on the to pause a membership. Pausing a membership will not charge the client until it has been unpaused and will resume on the scheduled billing cycle. If the billing cycle has passed the following billing cycle will be charged when resumed. The to cancel a membership. Cancelled memberships cannot be restored and will be to be sold again using the POS.