In this article, you will learn how to create a new Membership.
The Membership feature is currently only available to clients in the United States using PhorestPay.
In this article, you will learn how to set up a new Membership.
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 add a new Membership, click Add Membership.
Basic Information
Name
This is the name of the Membership, e.g. Mini Membership, Elite Membership, Royal Membership, etc.
Billing Frequency
Billing frequency is the length of time that your membership charge covers; this can be Weekly, Monthly, or Annual. 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.
Weekly, Monthly, or Annual Fee
This is the fee you will charge the client every week, month, or year.
Sign Up Fee
This is a one-off fee that customers pay in addition to their initial membership fee when they purchase a membership.
Sign Up Fee Tax
This is the tax rate added to the Sign-up Fee. Please note that tax rates cannot be applied to the recurring fee.
Benefits and Discounts
Value Of Benefit
This is the credit you give to the client for their membership. It can be used on all services and packages assigned to the membership but excludes special offers, courses, and products.
When a client’s credit is unused, the amount will automatically roll over to the following month. If you’d like to adjust this setting, please contact our Support Team.
Discount After Benefit
If you want, you can add a percentage discount on the assigned services of the membership after their membership credit has been used during the membership period (week, month, or year).
For example, adding 10% here means that when a client visits the salon and has redeemed all their credit for the month, they will receive a 10% discount on any services assigned to the membership.
Product Discount
This is the percentage discount for members any time they buy a product in your salon.
Services Section
This is where you set the services and packages to be included in the membership. Only services that are selected here are eligible for both the membership credits and discounts.
Once you are happy with all the information, click Save Changes at the bottom right-hand corner of the screen.
The Membership is now active.
The tax will be calculated against the service each time a member uses credit to pay for it. There will be no tax on the weekly, monthly, or yearly credit card charge for the membership.