Membership Feature Overview

This article will explain the Membership feature in Phorest.

Please Note: The Memberships feature is currently only available for Phorest users in North America with a Phorest Pay card terminal.

To learn about more areas like this in your Phorest system enroll in our Phorest Membership Course in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.

In the Membership screen, you will see three tabs will be seen at the top of the screen - Memberships, Client Memberships, and Membership Billing. 

Memberships Tab

A list of Memberships already setup in your salon will appear. To view the details of each membership, double click on any membership in the list.

Note: A Membership that is active with paying clients will not be editable.

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

Client Memberships Tab

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 Tab

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.

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