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Create service equality templates

Service equality templates are used to indicate the services a guest can use by redeeming existing service credits. For example, your business has a service equality template in which two haircuts are equal to one haircut and wash. When this template is assigned to a membership that includes four haircuts, members can redeem two haircut and wash services instead of four haircuts. For more information, refer to the Service Equality templates article.

Required roles: Any role with access to the Administrator mode

Required permissions: None

  1. At the organization level, click the Configurations icon.

  2. Search for and select the Service equality templates setting in the Memberships section.

  3. To create a new service equality template, click Add.

  4. Enter a name and code.

  5. To set the template in active mode, select the Active checkbox.

  6. Click Next.

  7. To choose the base service, select a service from the Base service list and click +.

  8. Choose the multiplying factor and the service you want to allow guests to avail.

  9. Click Finish.

A template only takes effect once it is attached to a membership. This is has to be selected in the membership definition. The Memberships tab shows every membership that currently uses this template. It is read-only — it helps you understand who is affected before you make changes. Heads up:  If a template is already used by active memberships, changing a multiplier will affect benefit calculations for those members. Zenoti asks you to confirm before saving such a change.