Memberships: Manager Operations

Articles related to creating and managing memberships

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39 articles in this collection
Written by Sagar Garuda and Vinay Antony Payyapilly
Creating Memberships

Memberships

Know about memberships in Zenoti
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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
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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

Set 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

Set up Advanced Properties for Memberships

Learn how to set up advanced properties for new memberships
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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
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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
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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
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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

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.
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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
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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
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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

Transfer Service Credits: Overview

A general introduction to gifting service credits and the steps involved in setting it up
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Written by Sagar Garuda
Updated over a week ago

How Service Credits Work

Learn how service credits work in Zenoti
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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
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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
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Written by Sagar Garuda
Updated over a week ago

Set up Member Pricing for Services

Learn how to set up member pricing for services
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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.
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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
Managing Memberships

Configure Email/Text Notifications for Memberships

Learn how to enable notifications for memberships-related events
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Written by Vinay Antony Payyapilly
Updated over a week ago

Modify a Membership

Learn how to modify an existing membership in Zenoti
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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
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Written by Sagar Garuda
Updated over a week ago

Clone a Membership

Get an overview of the major steps involved in cloning membership plan
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Written by Vinay Antony Payyapilly
Updated over a week ago

Setting up Grace Period for Memberships at Organization and Center Level

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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
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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

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

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

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 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

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

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
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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
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Written by Sagar Garuda
Updated over a week ago