Memberships: Manager Operations

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

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

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

Membership Forms: An Overview

Learn how you can create a custom membership form, associate it with a membership, and use it to capture details and signature of a guest

Written by Vinay Antony Payyapilly
Updated over a week ago

Associate Custom Form with a Membership

Learn how you can associate your custom membership form with a Membership

Written by Vinay Antony Payyapilly
Updated over a week ago

Ensure the Guest Submits Membership Forms

Learn about the different Membership forms available that you can use to capture the guest's details and signature

Written by Vinay Antony Payyapilly
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

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 Urmilla Chandran
Updated over a week ago