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, go to Manager > Memberships.
Here, you will see a list of any existing Memberships that have been previously set up. To start creating a new Membership, select Add Membership.
Next, choose the type of Membership you would like to create. You can choose between Credit, Service, and Discount.
Membership Details
After choosing your Membership type, enter the initial Details.
| 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 last date 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, continue and select New Benefit.
Depending on the type of Membership you are creating, you will have a choice of different Benefits you can add.
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.
Recurring Service
The Recurring Service option allows you to offer a set number of selected services that clients can redeem each billing cycle.
You can choose to offer a single service, multiple services, allow a choice between certain services, or create a combination of select services along with some choices.
To add multiple services, add your first service, specify the number of Total Sessions, click Add Benefit, and then repeat the process to add another service.
To create an option of services, add one service and then click Add option to add another. When specifying the Total Sessions in a choice, the number of remaining sessions is reduced each time one of the choices is booked.
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.
When creating a Credit type Membership, you can also choose to make the 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.
Custom
A Custom benefit is an informational perk added to a Membership to highlight non-monetary extras like "Free coffee," "VIP events," or "Free parking." These benefits are not processed or booked in the Phorest system; they serve as short text items shown on the Membership Benefits tab, during online purchases, and in the client’s Membership view.
Allowing Memberships to be Purchased Online
Next, choose whether your Membership can be purchased online or not.
For more information on online Memberships and how they work, click here.
Adding Terms and Activating the Membership
Finally, add the Terms and Conditions (T&Cs) to your Membership (if applicable), which will be displayed to clients online, and then click Save to finish.
The membership is now active and can be sold to your clients. Click here for more information on selling a membership.