Membership Feature Overview

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

The Membership feature is currently only available to clients in the United States using PhorestPay through Bancard.

Go to Manager Memberships.

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 set up 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.

Was this article helpful?
7 out of 10 found this helpful