Set up membership accrual and redemption rules
Set up accrual and redemption rules for class benefits, open and suspended memberships, partial service credit redemption, and product benefit redemption.
Allow accrual of class benefit only when invoice is closed
In the Fitness businesses, you can ensure that guests accrue class benefits only after the membership sale invoice is closed. To enable this rule, do the following:
Required roles: Any role with access to the Administrator mode
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Accrue class benefit when invoice is closed setting in the Memberships section.
Enable this setting.
Click Save.
Allow redemptions on open memberships
If your front-desk staff upsells a membership to a guest while taking the payment for a service, the membership benefit can be applied to the service invoice and the guest gets the benefit of reduced service cost. When guests sign up for memberships with a future sale invoice, they can still redeem benefits on the open memberships. To allow redemptions on open memberships, do the following:
Required roles: Any role with access to the Administrator mode
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Enable redemptions on open memberships setting in the Memberships section.
Enable this setting.
Click Save.
Impacts and considerations
When this setting is enabled, the Default offset days for future sale field is not available in the membership definition.
Allow partial membership redemption using service credits
In case of insufficient service credits, you can let members use other payment methods to complete the payment. For example, if a guest has one 30-minute massage service credit but is taking a 60-minute massage service that can be redeemed using two 30-minute massage credits, the guest can redeem the single 30-minute massage credit and pay for the remaining amount using cash.
Required roles: Any role with access to the Administrator mode
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Enable partial redemption using service credits setting in the Memberships section.
Enable this setting.
Click Save.
Enable membership credit amount redemption on products
You can allow guests to use membership credit amounts for redeeming products, apart from redemption of services.
Required roles: Any role with access to the Administrator mode
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Enable membership credit amount redemption on products setting in the Memberships section.
Enable this setting.
Click Save.
Allow redemption from suspended memberships
A member might have unused benefits such as service credits and member discounts at the time of membership suspension. In such cases, you can let members avail these benefits.
Required roles: Any role with access to the Administrator mode
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Allow redemption from suspended memberships setting in the Memberships section.
Enable this setting.
Click Save.
Define the order of membership/package redemption on the POS
When both membership benefits and package benefits apply to an invoice, and both benefits are redeemable at the same time (appointment booking or taking payment), you can select the benefit they wish to apply first.
Important
For classes, this setting is not applicable. The redemption is always set to memberships.
Required roles: Any role with access to the Administrator mode
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Select the benefit to be applied automatically on the invoice setting in the Memberships section.
Select the benefits you want to apply first.
Click Save.
Impacts and considerations
If you change your selection, there is no impact on closed invoices. The redemption order will change only for future invoices.