This article will explain the process of paying for services using clients' memberships.
The Membership feature is currently only available to clients in the United States using PhorestPay through Bancard.
Clicking Pay on the appointment. The purchase screen will recognize the client has a Membership on the client's file.
1. Membership Credit: The $ amount the client has left on their membership benefit will be displayed at the top.
2. Paid By Membership: The amount being paid with the membership will be displayed above the Amount Due on the checkout screen
Click Pay. The amount due will equal $0 (Once the client has not exceeded their value of benefit). Click Pay once again to complete the sale. Clients holding a membership can opt to pay for services outside of that membership and will be expected to pay as normal.
Note: Staff members will receive a commission for services paid by memberships once the commission has been set up and assigned.
For a step-by-step guide on how to sell a membership, click here.