Recurring memberships allow guests to pay the membership fee at regular intervals in terms of months and you can set up the different schedules for benefits depending on the payment schedules.
Membership plans are set up for the entire organization and not for a particular center. After you create a membership plan for the organization, you can go ahead and assign to the centers where you want to use.
The following are the major steps to create a recurring membership plan
Step 1: Access the Create Membership Page
- At the organization level, navigate to Marketing > Memberships > Memberships.
The Manage Memberships page opens.
- Click Add.
The Create New Membership page opens.
You can use the Create New Membership page to create a recurring membership by following the steps mentioned in this article.
Step 2: Enter Basic Membership Information
Enter basic membership information such as its name, code, description, and Membership Type (Recurring or Non-recurring).
In this case, you need to select the type of membership as Recurring.
Based on the type of the membership other options change. Learn about the fields available while setting up basic membership information.
Step 3: Set up Payment Information
Membership payment options depend on the membership type.
For recurring memberships, you need to set up the membership charges and the payment intervals.
Some memberships have an enrollment fee, the details of which need to be set up as well.
Learn how to setup payment criteria for a recurring membership.
Step 4: Set up Benefits
With recurring memberships, members redeem benefits on a recurring basis in sync with their payment cycle.
Memberships benefits include the following:
- Credits: Credits in a value higher than the membership price. For example, you can give $130 credit value for a payment of $100 for a membership.
- Service Credits: Free services that are included as part of the membership.
- Discounts: Discount on specific (or all) services.
You need to setup one or a combination of the above benefit types on specific services or service categories. After you set up benefits, you can setup relevant conditions around the use of these benefits. These include how often can the benefits can be redeemed, their expiry period and if any can be used after that.
Learn how to set up various benefits for a recurring membership plan.
Step 5: Set up Employee Commissions
Set up employee commissions for membership sales. You can also choose if you want to allow payment of commission to therapists when guests use their service credits. Refer to the commission setting descriptions.
Learn how to set up a commission on membership sales.
Step 6: Make the Membership Available to Selected Centers and Webstore
Memberships plans need to be assigned to the relevant centers after you create them. You also need to configure the settings to show the membership on customer mobile app.
Learn how to customize a membership plan for a center and display a membership plan on your online catalog (Webstore and CMA).