Go to Zenoti
All Collections
Memberships: Manager Operations
Memberships: Manager Operations
Articles related to creating and managing memberships
42 articles in this collection
Written by
Sagar Garuda,
Vinay Antony Payyapilly,
and
Sreenivas Prabhath Narem
Creating Memberships
Memberships
Know about memberships in Zenoti
Written by
Vinay Antony Payyapilly
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
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
Written by
Sagar Garuda
Updated over a week ago
Set up Basic Membership Information
Learn how to configure the basic memberships information such as the membership type, name, code, and terms and conditions
Written by
Sagar Garuda
Updated over a week ago
Set up Advanced Properties for Memberships
Learn how to set up advanced properties for new memberships
Written by
Vinay Antony Payyapilly
Updated over a week ago
Set up Service Discounts for a Membership
Learn how to set up service discounts for a new membership
Written by
Vinay Antony Payyapilly
Updated over a week ago
Set up Product Discounts for Memberships
Learn how you can set up product benefits for a recurring or non-recurring membership plan
Written by
Vinay Antony Payyapilly
Updated over a week ago
Set 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
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
Written by
Sagar Garuda
Updated over a week ago
Customize 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.
Written by
Vinay Antony Payyapilly
Updated over a week ago
Select Taxes Applicable for a Membership
Learn how you can apply different taxes for the memberships sold at your center
Written by
Vinay Antony Payyapilly
Updated over a week ago
Display a Membership Plan on Webstore and CMA
Learn how to display a membership plan on your online catalog
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.
Written by
Sagar Garuda
Updated over a week ago
Transfer Service Credits: Overview
A general introduction to gifting service credits and the steps involved in setting it up
Written by
Sagar Garuda
Updated over a week ago
How Service Credits Work
Learn how service credits work in Zenoti
Written by
Vinay Antony Payyapilly
Updated over a week ago
Enable Transfer of Service Credits
Learn how you can enable transfer of service credits for an existing and a new membership
Written by
Sagar Garuda
Updated over a week ago
Create Membership Cancellation Reasons
Learn how to create a list of common reasons for your front desk to select while cancelling a guest's membership
Written by
Sagar Garuda
Updated over a week ago
Set up Member Pricing for Services
Learn how to set up member pricing for services
Written by
Vinay Antony Payyapilly
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.
Written by
Sagar Garuda
Updated over a week ago
Configuring Employee Commissions for Membership Sale
Learn how to set up commission on membership sales
Written by
Sagar Garuda
Updated over a week ago
Fields that affect versioning
List of membership fields that affect versioning
Written by
Vinay Antony Payyapilly
Updated over a week ago
Managing Memberships
Configure Email/Text Notifications for Memberships
Learn how to enable notifications for memberships-related events
Written by
Vinay Antony Payyapilly
Updated over a week ago
Modify a Membership
Learn how to modify an existing membership in Zenoti
Written by
Vinay Antony Payyapilly
Updated over a week ago
Manage Recurring Memberships
Get an overview of all recurring membership statuses, benefits, payments, and how they work
Written by
Sagar Garuda
Updated over a week ago
Clone a Membership
Get an overview of the major steps involved in cloning membership plan
Written by
Vinay Antony Payyapilly
Updated over a week ago
Setting up Grace Period for Memberships at Organization and Center Level
Written by
Vinay Antony Payyapilly
Updated over a week ago
Understanding Membership Refunds
Learn how Zenoti processes membership refunds, including refund types, and impact on benefits, payments in various scenarios
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.
Written by
Sagar Garuda
Updated over a week ago
Setting up limit for freezing memberships
Written by
Sreenivas Prabhath Narem
Updated over a week ago
Intro to Canceling Memberships
Get an overview of Canceled Memberships and links to all possible actions related to them.
Written by
Sagar Garuda
Updated over a week ago
Intro to Suspended Memberships
Get an overview of Suspended Memberships and links to all possible actions related to them.
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
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.
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
Written by
Sagar Garuda
Updated over a week ago
Email and Text Notifications to Thank Guests for Membership Renewal
Learn how to configure Email and Text notifications to be sent to primary members (of a membership) when their membership is auto renewed
Written by
Sagar Garuda
Updated over a week ago
Macros to Customize Email/Text Notifications to Thank Guests for Membership Renewal
Learn about the macros available to customize automated email/text messages (SMS) to thank guests when their membership is auto renewed
Written by
Sagar Garuda
Updated over a week ago
Membership Reports
Memberships Payment Report
The Memberships Payment reports let you view various membership-related payment information.
Written by
Vinay Antony Payyapilly
Updated over a week ago
Access Membership Event Logs to Track Events
Learn how to view or download membership event logs
Written by
Vinay Antony Payyapilly
Updated over a week ago
Memberships Status Reports
Learn how to view different membership reports
Written by
Vinay Antony Payyapilly
Updated over a week ago
Recurring Memberships Reports
Collections - Recurring Memberships Reports
Written by
Sagar Garuda
Updated over a week ago
The Liability – Membership Report
Written by
Vinay Antony Payyapilly
Updated over a week ago
Credit Balances Report
Definitions for the columns in the Credit Balances report.
Written by
Vinay Antony Payyapilly
Updated over a week ago