Memberships are typically designed with an expiration date. So, whether it allows for upfront payment or a monthly recurring payment, a yearly membership would automatically expire 365 days from the purchase date.
It’s in every spa and salon’s interest to renew a guest’s membership on expiry.
Zenoti can automatically create an opportunity when a membership expires. Each opportunity can be assigned an owner and a follow-up date. This creates a reliable process that ensures every one of these guests is contacted and encouraged to renew their membership.
Creating and tracking opportunities to renew memberships automatically involves the following steps: