Membership Feature Overview

This article will give you an overview of the Membership feature in your Phorest system.

Go to Manager > Memberships.

You'll see three options at the top of the screen - Memberships, Client Memberships, and Membership Billing. 

Memberships

Here you'll see each of the Memberships that you have created. Double-click a membership to view more details about that membership.

Note: It is not possible to edit a Membership that is active with paying clients.

To create a new membership, click on the Add button in the bottom left. See how to create a membership here.

Client Memberships

In the Client Memberships tab, a list of clients who purchased a membership can be seen. The details here are the date the membership was purchased, what membership it was, and if the membership is still active.

Double-clicking on a client will allow you to edit the membership start date, add a note, view purchase history, or change the membership status to frozen. A Frozen status will pause the membership and not charge the client's card in the future.

Membership Billing

In the Membership billing tab, a list of clients who are due to be billed and a history of successful or failed billing.

Should you take payment in the salon for a membership charge or a card needs to be updated on a client, selecting a client on the list will allow you to skip billing, say they were billed manually or charge the card now.

For more information on Membership billing, click here.