This guide explains how Membership benefit rollover works and how to set a maximum accumulation limit, so you can control the balance a member carries over from one billing period to the next.
In this Article
What is Benefit Accumulation?
Each time a Membership bills, the client receives the credit or services included in their plan. If they do not use everything in that billing period, the remainder rolls over and adds to what they receive in the next period. Over time, this means a client can build up a balance that is considerably larger than their regular monthly entitlement.
Rollover is popular with clients because nothing they have paid for goes to waste. The trade-off is that a large unused balance represents services your business still owes, which can be difficult to forecast and to fit into your calendar if several members decide to use their balances at once. The Maximum Benefit Accumulation setting lets you decide where that balance stops.
Setting Your Accumulation Limit
Go to Manager > Memberships > Settings and choose an option under Maximum Benefit Accumulation. The limit applies to the total credit or services a member can hold in their balance at any time, and covers both credit and service benefits.
This setting applies across all of your Memberships rather than to an individual Membership plan, so changing it affects every Membership you offer.
How Do Each of the Accumulation Options Work?
No rollover
Unused credit or services do not carry over.
Whatever a client has not used by the end of the billing period is cleared when the next period begins, and they start each period with their regular entitlement. This gives you the most predictable liability and encourages clients to visit regularly.
Recurring Benefits x 2
A client can hold up to twice their regular benefit amount. For example, on a Membership that includes 100 credit each month, the balance stops building once it reaches 200.
This allows for a missed visit month without letting a balance grow indefinitely.
Recurring Benefits x 3
The same principle, allowing up to three times the regular benefit amount, so the same Membership would stop at 300. This suits clients who visit less frequently or save their benefits for larger appointments.
Unlimited
No cap is applied. Benefits accumulate indefinitely and stay on the client's account until the Membership ends.
Which Option Should I Choose?
Think about how your members actually use their benefits.
If your Membership covers a routine service that clients book every few weeks, No rollover or Recurring Benefits x 2 keeps balances tidy and keeps clients in the habit of booking.
If your Membership is built around credit that clients like to save towards a larger treatment or a retail purchase, a more generous limit avoids difficult conversations about benefits being lost.
It is also worth considering the value involved. A high recurring fee with a generous accumulation limit can build up into a significant amount of outstanding service, so a tighter limit may be the safer choice.