Configure memberships
Modify a membership
You can modify both recurring and non-recurring memberships to suit your requirements as they evolve. However, there are aspects of a membership that you cannot change because they will affect the core definition of the membership or transactions that have already taken place for that membership. It is important to understand what you can and cannot change in a membership before you attempt to modify the membership.
At the organization level, click the Master data icon and navigate to Memberships.
Find and select the membership you want to modify. The Edit Membership page appears.
On the General tab, you can make changes to basic membership information. For instance, you can set the membership as active or inactive. You cannot change the following information on this tab:
Membership Identification
Expiration (Fixed, No Expiry)
Expiry Period (# of months or days)
Payment Type (Payment Frequency, Payment Installments)
Membership expires when credits are consumed
Redemption setting (Limit redemption based on last visit or frequency)
On the Service Credits tab, you can make changes to whether credits can be transferred. This tab appears only if you enable service credits for the membership. You cannot change the following information on this tab:
How often credits should be given? (Full membership period or Payment frequency)
Service Credit Quantity
Wait Time for Next Redemption
On the Service Discounts tab, you can make changes to how service discounts are offered. This tab appears only if you enable service discounts for the membership. You cannot change the following information on this tab:
Discount Type (Percentage or Flat)
On the Product Discounts tab, you can make changes to how product discounts are offered. This tab appears only if you enable product discounts for the membership.
On the Centers tab, you can make changes to center-based customizations applied to the membership. You cannot change the following information on this tab:
Setup fee
Initially Recognized Revenue (IRR)
Monthly Recognized Revenue (MRR)
Service Credit Revenue (SCR)
On the Forms tab, you can modify the list of forms that the customer must fill up to avail the services in the membership.
In the Catalog tab, you can modify how the membership is offered on Webstore and CMA.
On the Social tab, you can update social media information for the membership.
After you have made the changes, click Save.
You can exit the Edit Memberships page on any tab.
Impacts and considerations
Versioning of memberships is turned off by default for all new organizations. This does not affect organizations created before January 2020. What this means is if you edit a membership, any changes you make to a membership affect all current members and any new customers who purchase the membership. To learn more, refer to Fields that affect versioning.
If you want to create a membership that is similar to an existing one, you should consider cloning the membership and making changes to the cloned membership.
You cannot directly add a service to a membership. Instead, memberships can be updated with service credits, enabling members to use the specific service. To update credits, use the Service Credits tab on the Edit Membership page.
Fields that affect versioning
If your organization was created before January 2020 and you make changes to the following fields, it will create a new version of the membership.
Note
Note: If you have opted to have versioning turned off, this does not affect you.
Under the General tab:
Membership Name
Membership Identification
Description
HTML Description
Appointment Category
Active
Expiration
Expiry Period
Freeze Fee
Payment Frequency
Payment Installment
Payment Frequency/Payment Installment
Lock In Period
Membership expires when credits are consumed
# of Members
Add different membership code for secondary member
Redemption Settings - Restrict Redemption to only selected services
Limit redemption based on
Need OTP Authorisation
Transfer of Membership Benefits
Sale Dates
Maximum Credit redemption per invoice
Commission
Commission - Commission Adjustment
Membership discount and benefit services contribute to free service amount
Terms & Conditions
Terms & Conditions Acceptance Message
Under the Benefits tab:
Discount Type
Benefits Period
Service Equality Template
Overall
Selecting or deselecting a center
Sale Price
Setup Fee
Credit Amount
Initially Recognised Revenue
Monthly Recognised Revenue
Service Credit Revenue
Freeze Fee
Set the default order of membership redemptions
You can offer a guest one of the following benefit combinations in memberships:
Credits: Credits in a value higher than the membership price.
Service Credits: Free services that are included as part of the membership.
Discounts: Discount on specific (or all) services.
When guests have both service credits and discounts to use, you can define what should be applied by default to an invoice – service credits or discounts. Also, you can vary the default configurations per center. For example, Center A could apply service credits, while Center B applies discounts by default.
The following are the different default configurations that you can set up.
Apply service credits by default across all centers
At the organization level:
When guests use a service for which they have free credits from any membership, the service credit is automatically applied to the invoice. You cannot remove the service credit and apply discounts to the invoice. If the guest also has membership discounts, you can apply them only after the service credits are used.
Apply service credits by default at selected centers
When guests use a service for which they free credits from any membership, the service credit is automatically applied to the invoice. You cannot remove the service credit and apply discounts to the invoice. If the guest also has membership discounts, you can apply them only after the service credits are used.
Apply discounts by default at selected centers
When guests use a service for which any of their membership discounts apply, the discount is automatically applied to the invoice. If the guest also has service credits and wants to use them, you can remove the discount and apply the service credit.
Note
Once you remove a membership discount from the invoice, you cannot re-apply it.
Manually apply membership benefits to the invoice (no defaults)
When guests use a service for which any of their membership discounts apply, the discount is automatically applied to the invoice. If the guest also has service credits and wants to use them, you can remove the discount and apply the service credit.
Note
Once you remove a membership discount from the invoice, you cannot re-apply it.
Transfer service credits
While you can add members to an existing membership, sometimes, guests may like to transfer or gift their membership service credits instead of adding new members to their membership or purchasing a gift card.
To accommodate such transfer requests, you can configure memberships at the organization level to allow the transfer of service credits.
Enable transfer of service credits
You can enable the transfer of service credits for a membership only at the organization level. This step appears only if you have set Membership Benefits to Service Credits or to Both.
You can access these options when creating a membership and when you edit a membership.
In the Service Credits tab, set Allow Service Replacement? to Yes.
From the Service Equality Template list, select the appropriate option. Services implied for the service credits are determined in the service equality template. You can create a new service equality template as an administrator at the organizational level, at Configuration > Memberships> Service equality templates
Tip
From the How often credits should be given? option, define how often service credits should be awarded to the customer.
One-Time: Allows the guests to use their free services and discounts throughout
the period of the membership.
Payment frequency: Guests accumulate benefits with each payment throughout the period of the membership.
Note
Service categories that have services configured are only displayed in the list. If all services configured to a service category are deleted, the respective category is not listed.
Click Save.
Display a membership plan on Webstore and CMA
Zenoti's Consumer Mobile App (CMA) lets your guests download a mobile app of your spa\salon, select a center, view the digital catalog of your services, products, packages, and memberships online. If you want to show some of your membership plans in your mobile app or Webstore, use the settings explained below.
These settings are available when you are creating either a recurring or a non-recurring membership in the Catalog tab.
You can access these options when creating a membership and when you edit a membership.
Note
The mobile application feature must be activated for the center before you can show the memberships in the app.
Field | Description |
|---|---|
Show in Catalog | Select this checkbox to show membership in the Webstore and the consumer mobile application of the center. |
Display Name | Enter a display name for this membership in the catalog. |
Display Price | Enter the price of the membership. |
Display Order | Enter a display order from the top for this membership in the list of memberships shown in the catalog. |
Show Price | If you want to show the price of the membership in the catalog, select this checkbox. |
Allow customer to buy this membership | Select this checkbox to allow the visitors to buy the membership online. If you do not select this checkbox, the membership is only shown on the catalog and cannot be bought. |
Youtube Video ID | If you want to show a YouTube video of the membership, enter and Video ID of the video. To know the Youtube Video ID, pay the video in Youtube and look at the URL of the page. You can see a combination of numbers and letters after an equal sign (=) at the end of the URL. This is the ID you need to enter in this field Page |
Page Title | Enter the page title for this membership in the catalog. |
Meta Keywords | Enter the meta keywords for the membership. Meta keywords are a specific type of meta tag that appear in the HTML code of a webpage and help the search engines to understand the topics of the page, and also help it locate the page based on the search keywords. |
Meta Description | Enter a meta description for the membership in the catalog. A meta description is an HTML element that helps the search engines understand your page and show the page for relevant searches. |
HTML Description | Enter a description for the membership for the consumer mobile app and Webstore. Use HTML for rich descriptions and include images. After you enter the description, click the preview icon next to the box to check how it appears on the app or Webstore. |
Use membership credits to purchase packages, gift cards, and more
Members can now buy prepaid cards using their membership credit amount. These prepaid cards can then be used to buy packages, gift cards, and so on. Find out how to activate and use this feature here.
Activate this feature
This feature is not available by default. Contact your administrator to enable this at the organization level.
Specify the membership credit amount that can be used for buying prepaid cards. You can specify this in the membership master:
On the Centers tab of the membership master, click the Credit Amount value for a center.
Enter the credit amount you want to allocate for services, products, and the common credit amount. The common credit amount can be used for services, products, and prepaid cards. Note that there is no specific allocation for prepaid cards.
Click Save.
However if you need to change the values for a certain guest, you can override the allocations on the Memberships tab in the guest profile.
Use this feature
Your members can now use existing membership credits to buy prepaid cards. These cards can then be used to purchase packages, gift cards, and more.
Example: John accrued $75 each month from Jan 01, 2024 to Apr 30, 2024. He now has membership credits worth $300 and wants to buy a package worth $225 using the existing membership credits. He can now buy a prepaid card worth $225 and use the prepaid card to buy the package.
Redeem the allocated membership credit to purchase a prepaid card on the POS. Close the invoice.
On a new invoice, select the item (package or gift card) that you intend to purchase and use the prepaid card you just bought as the payment method.