This guide will show you how to create a new Membership for your clients while also explaining what each of the Membership settings does.
The Membership feature is currently only available to clients in the United States using PhorestPay.
In this Article
Creating a Membership
To begin creating a new Membership, go to Manager > Memberships.
Here, you will see a list of any existing Memberships that have been previously set up. To begin creating a new Membership, select Add Membership.
Next, enter the Basic Information for your membership.
| Billing frequency: | Billing frequency is the length of time that your recurring membership charge covers; this can be set in any increment of weeks / months / years (every 1 month, every 6 weeks etc). If your membership starts on the 1st of the month, the billing period will run to the 31st of that month, and the next billing period will start on the 1st of the next month. |
| Recurring fee: | This is the fee you will charge the client every week, month, or year. |
| Signup fee: | This is a one-off fee that customers pay when they purchase the membership, in addition to their initial membership recurring fee. |
| Signup fee tax: | This is the tax rate added to the Sign-up Fee. Please note that tax rates are not applied to the recurring fee for credit based Memberships. Tax is applied on redemption of services. |
| Membership has an end: |
You can set whether your membership has a duration (term limit) or whether you operate a rolling approach. The rolling approach (setting toggle off) is the default setting. To apply a duration, enable Membership has an end, then select how many Cycles the membership will last for. The cycle will be based on the Billing Frequency you have set. For example, if you have set a billing frequency of ‘every 1 month', and you have added that it would end after 12 cycles, then your members will receive the membership for one year, after which they will expire. |
Adding Membership Benefits
Benefits are the rewards clients receive after purchasing a membership. A membership can have one or multiple benefits. To begin adding a benefit, select New Benefit.
There are three benefit types to choose from.
Credit
A Credit benefit allows clients to use a $ amount of credit toward services and/or products each billing cycle.
To create a Credit benefit, enter the total Credit Amount and select if it applies to Services and Retail. You can set it for all services, specific categories, individual services, all retail products, or select retail brands only.
When a client’s credit is unused, the amount will automatically roll over to the next billing period. If you’d like to adjust this setting, please click here to get in touch, and we can adjust this for you.
Service Discount and Retail Discount
The Service Discount and Retail Discount options enable clients with this membership to automatically receive a set discount amount on services and/or retail purchases.
You can choose to apply the discount to all services, specific categories, individual services, all retail products, or select retail brands only.
You can also choose to make discount Only available after credit is spent, meaning clients will only start to receive the discount automatically after they have used all of the Credit available to them in that billing cycle.
Saving and Activating the Membership
Once you've added all your benefits, review the details and then select Save changes to finish.
The membership is now active and can be sold to your clients. Click here for more information on selling a membership.