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Memberships - Front-Desk Operations
Memberships - Front-Desk Operations
Articles related to selling and managing memberships
44 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
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
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.
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
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)
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
Written by
Sagar Garuda
Updated over a week ago
Upgrade/Downgrade Memberships
Learn how to upgrade or downgrade a customer's membership
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
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.
Written by
Sagar Garuda
Updated over a week ago
Cancel a Membership
Learn the steps to cancel a guest's recurring membership.
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
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
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.
Written by
Sagar Garuda
Updated over a week ago
Unfreeze a Membership
Learn how to manually unfreeze a membership
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
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
Written by
Sagar Garuda
Updated over a week ago
Collect Future Recurrence Fee
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
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
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.
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
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
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.
Written by
Sagar Garuda
Updated over a week ago
Cancel a Payment Waiver
Learn how to cancel or undo a payment waiver
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.
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.
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.
Written by
Sagar Garuda
Updated over a week ago
Transfer Service Credits
Transfer Service Credits to a Guest
Learn how you can transfer the existing service credits of a guest to another guest
Written by
Sagar Garuda
Updated over a week ago
View Details of the Transferred Service Credits
Learn how to view details of the transferred service credits including the recipient,transferor, and redemption details
Written by
Sagar Garuda
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.
Written by
Vinay Antony Payyapilly
Updated over a week ago
Undo Service Credit Transfer
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
Written by
Vinay Antony Payyapilly
Updated over a week ago
Apply Service Credits using the Hybrid Model
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
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
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
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
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
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
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
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
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
Written by
Vinay Antony Payyapilly
Updated over a week ago
Membership Refunds
Refund a Membership Using One or More Payment Types
Learn how to refund a membership draft including the full membership fee, setup fee, with cash, credit card, check, or custom payments
Written by
Sagar Garuda
Updated over a week ago
Refund a Membership with a Prepaid Card
Learn how to refund a membership fee with prepaid cards, instead of regular payment types such as cash, credit card, or check.
Written by
Sagar Garuda
Updated over a week ago