Memberships

Everything you need to know to manage memberships, with intros, how-to articles, and a collection of FAQ

Sagar Garuda avatar Madhuri Kamarajugadda avatar M
52 articles in this collection
Written by Sagar Garuda, Madhuri Kamarajugadda, and Mythri Kukkala
Creating Membership Plans

Create a Membership

Know about the various types of memberships you can create in Zenoti
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Written by Sagar Garuda
Updated over a week ago

Create a Recurring Membership

Get an overview of the major steps involved in setting up a recurring membership plan in Zenoti, along with links to relevant articles
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Written by Sagar Garuda
Updated over a week ago

Create a Non-recurring (term-based) Membership

Overview of steps involved in setting up a non-recurring, paid-in-full, or term based memberships, along with links to relevant articles
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Written by Sagar Garuda
Updated over a week ago

Setting up Basic Membership Information

Learn how to configure the basic memberships information such as the membership type, name, code, and terms and conditions
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Written by Sagar Garuda
Updated over a week ago

Setting up Payment Criteria for a Recurring Membership

Learn how to set up the payment intervals, enrollment fee, lock-in period and other payment criteria for recurring memberships
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Written by Sagar Garuda
Updated over a week ago

Setting up Payment Criteria for a Non-recurring Membership

Learn how to set up the payment options for term-based or paid-in-full memberships
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Written by Sagar Garuda
Updated over a week ago

Set up Benefits for a Non-recurring Membership

Learn how to set up benefits for a term-based or paid-in-full membership plan
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Written by Sagar Garuda
Updated over a week ago

Setting up Benefits for a Recurring membership

Learn how to set up various benefits for a recurring membership plan
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Written by Sagar Garuda
Updated over a week ago

Configuring Employee Commissions for Membership Sale

Learn how to set up commission on membership sales
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Written by Sagar Garuda
Updated over a week ago

Customizing a Membership Plan for a Center

Membership plans are created at an organization level. Learn about all the different options to make it available for a center.
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Written by Sagar Garuda
Updated over a week ago

Displaying a Membership Plan on Webstore and CMA

Learn how to display a membership plan on your online catalog
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Written by Sagar Garuda
Updated over a week ago

Creating Membership Cancellation Reasons

Learn how to create a list of common reasons for your front desk to select while cancelling a guest's membership
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Written by Sagar Garuda
Updated over a week ago

Setting the Default Order of Membership Redemptions

Learn how to set the default benefit type to apply in POS - service credits or discounts - when a guest has both of them.
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Written by Sagar Garuda
Updated today
Selling and Managing Memberships

Selling a Recurring Membership – Charged from the Same day

Learn how to sign up a guest for a recurring membership and collect the first payment.
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Written by Sagar Garuda
Updated over a week ago

Selling a Recurring Membership – First Payment Scheduled for a Future Date

Learn how to sign up a guest for a recurring membership by scheduling the first charges from a future date.
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Written by Sagar Garuda
Updated over a week ago

Selling a Non-recurring Membership

Learn how to sign up a customer for a membership plan that requires one-time payment (paid in full memberships)
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Written by Sagar Garuda
Updated over a week ago

Intro to Membership with a Setup Fee

Get an overview of memberships with a setup fee, along with the possibles statuses and benefits, and how they work together.
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Written by Sagar Garuda
Updated over a week ago

Selling a Membership with Setup Fee

Learn how to sign up a guest for a membership with a setup fee
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Written by Sagar Garuda
Updated over a week ago

Add More Members to a Membership

Learn how to additional members such as family members to the membership signed up by a guest
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Written by Sagar Garuda
Updated over a week ago

Replace the Stored Credit Card for Payments

Learn how to replace the card on file on the guest's profile. This card is used for any guest payment, including memberships.
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Written by Sagar Garuda
Updated over a week ago

Reprinting Membership Forms

Learn how to print the membership forms anytime after signing up a guest for a membership.
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Written by Sagar Garuda
Updated over a week ago

Changing a Guest’s Membership Expiry Date

Learn how to change the expiry date of a membership
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Written by Sagar Garuda
Updated over a week ago

Manage Recurring Memberships

Get an overview of all recurring membership statuses, benefits, payments, and how they work
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Written by Sagar Garuda
Updated over a week ago

Waive a Membership Charge

Learn how to waive (skip) one or more memberships charges scheduled for future
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Written by Sagar Garuda
Updated over a week ago

Change the Membership Payment Dates

Learn how to change the date for the just the next or all the future membership payments.
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Written by Sagar Garuda
Updated over a week ago

Increase Membership Credit Value

Learn how to award extra credits or increase the credit value (balance) of a membership.
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Written by Sagar Garuda
Updated over a week ago
Managing Suspended, Cancelled, and Frozen Memberships

Intro to Suspended Memberships

Get an overview of Suspended Memberships and links to all possible actions related to them.
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Written by Sagar Garuda
Updated over a week ago

Intro to Frozen Memberships

Get an overview of Frozen Memberships and links to all possible actions related to them.
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Written by Sagar Garuda
Updated over a week ago

Collecting the Payment of a Suspended Membership

Learn how to charge the payment dues of a suspended membership
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Written by Sagar Garuda
Updated over a week ago

Intro to Canceling Memberships

Get an overview of Canceled Memberships and links to all possible actions related to them.
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Written by Sagar Garuda
Updated over a week ago

Charging One or More Suspended Memberships Simultaneously

Learn how to collect charges for one or more suspended memberships simultaneously from the Suspended Memberships report
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Written by Sagar Garuda
Updated over a week ago

Cancel a Guest's Membership

Learn the steps to cancel a guest's recurring membership.
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Written by Sagar Garuda
Updated over a week ago

Freeze a Guest's Memberships

Learn how to freeze a guest's memberships. You can collect a one-time or a reduced charge in the freeze period.
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Written by Sagar Garuda
Updated over a week ago

Unfreeze a Membership

Learn how to manually unfreeze a membership
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Written by Sagar Garuda
Updated over a week ago

Set Up Dunning Settings for Suspended Memberships

Learn how to set up the recurring payments or dunning settings for suspending memberships.
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Written by Sagar Garuda
Updated over a week ago

Enable or Disable Redemptions on Suspended Memberships

Learn how to allow or prevent guests from redeeming their benefits when a membership is suspended
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Written by Sagar Garuda
Updated over a week ago

Set Up Dunning Settings for a Center

Learn how to configure different Dunning settings for a particular center
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Written by Sagar Garuda
Updated over a week ago

Skip (Waive) a Pending Fee on a Suspended Membership

Learn how to waive a pending fee on a suspended membership. Also, how you can active the membership after skipping the payment.
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Written by Sagar Garuda
Updated over a week ago