Memberships - Front-Desk Operations

Articles related to selling and managing memberships

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50 articles in this collection
Written by Sagar Garuda and Vinay Antony Payyapilly
Selling and Managing Memberships

View Membership Details

Learn how you can find and view details of a guest's membership
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Written by Vinay Antony Payyapilly
Updated over a week ago

View Membership Status in Guest Profile

Learn how to filter and view different membership statuses in the Guest Profile
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Written by Vinay Antony Payyapilly
Updated over a week ago

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

Redeem Transferred Service Credits

Learn how the transferred membership service credits can be applied or redeemed from POS
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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

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

Upgrade/Downgrade Memberships

Learn how to upgrade or downgrade a customer's membership
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Written by Vinay Antony Payyapilly
Updated over a week ago

Redeem Membership Benefits using the Auto Charge Membership

Learn how you can use ‘Auto Charge Membership’ to redeem membership benefits and close the invoice for a guest
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Written by Vinay Antony Payyapilly
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

Cancel a Recurring Membership

Learn the steps to cancel a guest's recurring membership.
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Written by Vinay Antony Payyapilly
Updated over a week ago

Cancel an Unbilled Membership

Learn how to cancel a membership for which the first payment has not been collected
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Written by Vinay Antony Payyapilly
Updated over a week ago

Cancel an Inactive membership

Learn how to cancel a membership with the Inactive status or before the first collection
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Written by Vinay Antony Payyapilly
Updated over a week ago

Reinstate a Canceled Recurring Membership

Learn how to reinstate a canceled recurring membership for a guest
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Written by Vinay Antony Payyapilly
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

Convert Freeze Fee into Store Credits when a Guest Unfreezes Membership

Learn how to convert the freeze fee into prepaid card amount as an incentive when guests unfreeze their membership
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Written by Vinay Antony Payyapilly
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

Collect Future Recurrence Fee

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Written by Vinay Antony Payyapilly
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 Vinay Antony Payyapilly
Updated over a week ago

Waive First Collection for a Membership

Learn how to waive a collection for a membership
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Written by Vinay Antony Payyapilly
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

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

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

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

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.
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Cancel a Payment Waiver

Learn how to cancel or undo a payment waiver
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Written by Vinay Antony Payyapilly
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

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

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

Resend Terms and Conditions Email

Learn how to view or resend the T&C of a membership
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Written by Vinay Antony Payyapilly
Updated over a week ago

Bulk Charge Suspended Memberships

Learn how to process suspended memberships as a batch
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Written by Vinay Antony Payyapilly
Updated over a week ago
Apply Service Credits to Invoice

Extend Service Credit Validity

Learn how to extend the validity of service credits that have expired.
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Written by Vinay Antony Payyapilly
Updated over a week ago

Undo Service Credit Transfer

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Written by Vinay Antony Payyapilly
Updated over a week ago

Apply Service Credits

Learn about how to use service credits and apply future credits to an appointment
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Written by Vinay Antony Payyapilly
Updated over a week ago

Apply Service Credits using the Hybrid Model

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Written by Vinay Antony Payyapilly
Updated over a week ago

Apply Service Credits to an Older Appointment

Learn how to apply service credits to an appointment that happened earlier
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Written by Vinay Antony Payyapilly
Updated over a week ago

Apply Product Discount for the Guest

Learn about how to apply product benefits for your guest’s membership
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Written by Vinay Antony Payyapilly
Updated over a week ago

Sell and Apply Benefits for Membership in One Invoice

Learn how you can sell and apply membership benefits in one invoice for a guest
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Written by Vinay Antony Payyapilly
Updated over a week ago

Change or Remove the Service Credits from an Invoice

Learn how to remove or partially apply service credits and how to give campaign discounts on top of service credits to the eligible guests
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Written by Vinay Antony Payyapilly
Updated over a week ago

Pay Recurring Membership Dues using a Gift Card

Learn how to set the guest’s gift card as the payment method to collect recurring membership dues
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Written by Vinay Antony Payyapilly
Updated over a week ago

Pay Recurring Membership Fees using a Prepaid Card

Learn how to set the guest’s prepaid card as the payment method to collect recurring membership dues
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Written by Vinay Antony Payyapilly
Updated over a week ago

Configure Default Payment Type for a Membership

Learn how to set a default payment type to collect membership fees for a guest
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Written by Vinay Antony Payyapilly
Updated over a week ago

Apply Service Credits Manually to an Invoice

Select a membership and apply the service credits offered by the membership manually to an invoice
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Written by Vinay Antony Payyapilly
Updated over a week ago

Apply Service Credits to a Previous Appointment

A guest can use service credits from a recently purchased membership on invoice from a previous appointment
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Written by Vinay Antony Payyapilly
Updated over a week ago