This article will give you an overview of the Memberships feature in your Phorest system.
Note: The Memberships feature is currently only available for Phorest users in North America with a Phorest Pay card terminal.
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.
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.