📝 Overview
Memberships let you offer recurring bundles of services, benefits, or discounts on a subscription basis. Clients can purchase flexible options that renew automatically, simplifying sales and encouraging loyalty.
🛠️ Creating Memberships
These instructions explain how to create a new membership using the website. You’ll learn how to access the memberships menu, enter key details such as name, price, billing frequency, discounts, and linked services, and save the membership for use with clients.
⚠️ Please Note:
Clients can have only one active membership at a time.
Memberships cannot be edited once created.
Memberships cannot be created or deleted on the mobile app, that must be done via the website.
Click the arrow to learn how to sell gift cards on the website
Click the arrow to learn how to sell gift cards on the website
Go to More → Memberships.
The Available Memberships tab appears first, showing all currently active memberships.
Click the + icon in the bottom-right corner to create a new membership.
Enter the following details:
Membership Name
Price
Billing Frequency (e.g., monthly, annually)
Any discounts you’d like to apply
Linked Services included in the membership
Click Save to add this to your list.
🗂️ Managing Existing Memberships
These instructions explain how to manage existing memberships on the website. You’ll learn how to access sold memberships, view client details, and take actions such as pausing, ending, renewing, or handling suspended memberships when payments fail.
⚠️ Please Note:
Memberships cannot be edited on the mobile app, that must be done via the website.
Pausing does not automatically restart memberships—use Activate Now to resume.
Click the arrow to learn how manage existing memberships on the website
Click the arrow to learn how manage existing memberships on the website
Navigate to More → Memberships.
Select the Sold Memberships tab.
View all active memberships sold to clients.
Click a membership to open its Overview pane, showing:
Client information
Payment card on file
Membership status and details
Available actions:
Pause Membership – Choose to pause indefinitely or for specific billing cycles. Resume later using the Activate Now button.
End Membership – Choose to end with or without a refund. Refunds process through the checkout flow.
Renew Membership – If about to expire, click Renew to start a new cycle after the current one finishes.
Suspended Status – A pop-up appears when payment fails; click View to see details.
🛒 Selling Memberships
These instructions explain how to sell memberships using both the website and mobile app. You’ll learn how to select a client, add a membership to their ticket, set details such as start date, payment card, and billing duration, and complete checkout to activate the membership.
🖥️ Website
Click the arrow to learn how to sell a membership on the website
Click the arrow to learn how to sell a membership on the website
Click the Checkout icon (shopping cart) next to the Appointment Book.
Select New Transaction.
Choose the Client that is purchasing the membership.
Search for the desired membership in the ticket search field.
A pop-up will appear—set:
Start date
Payment card
Billing duration
Click Add, then complete checkout to activate the membership.
To use a membership immediately click Redeem Now and proceed to checkout to finalize the membership purchase and first redemption.
📱 Mobile App
Click the arrow to learn how to sell a membership on the mobile app
Click the arrow to learn how to sell a membership on the mobile app
Select the Checkout icon in the top right.
Choose the Client purchasing the membership.
Click Show More.
Select Add Membership.
Select the membership being purchased and enter the membership renewal details:
Select either 'Bill Until Canceled' or 'Bill Number of Payments'.
Add Card On File (Required)
Add Payment Information.
Click Complete Checkout.
🏷️ Redeeming Memberships
These instructions explain how to redeem memberships for clients on both the website and mobile app. You’ll learn how to confirm an active membership, select the client’s ticket or appointment, and apply included services that appear as covered under their membership.
🖥️ Website
Click the arrow to learn how to redeem a membership on the website
Click the arrow to learn how to redeem a membership on the website
Create a new ticket by either clicking an open slot on the appointment book or by selecting the + Create button in the upper left.
Select the client.
Click Redeem Membership.
Choose an available service (Membership Benefit) will appear next to the service name to indicate it’s covered.
The selected service will now be added to the ticket, click Schedule in the upper right to book the appointment.
The ticket can now be checked out as usual and the available membership benefits will be updated.
📱 Mobile App
Click the arrow to learn how to a membership on the mobile app
Click the arrow to learn how to a membership on the mobile app
Create a new ticket by either clicking an open slot on the appointment book or by selecting the + sign in the lower right corner.
Select the client.
Select the membership service or product the client will be redeeming.
A prompt will appear asking how many services/products you would like to redeem. Click Redeem to proceed.
The service will now be added to the ticket and can be closed out as usual.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What happens when a membership payment fails?
Click the arrow to view the answer
Click the arrow to view the answer
The membership is marked Suspended, and you’ll see a pop-up prompt. Click View for details and to retry payment.
Can I pause a membership temporarily?
Click the arrow to view the answer
Click the arrow to view the answer
Yes, you can pause indefinitely or for a set number of billing cycles. Reactivate later using Activate Now.
How can I refund a membership payment?
Click the arrow to view the answer
Click the arrow to view the answer
Open the membership in Sold Memberships → Billing & Usage, then click Refund next to the transaction. Complete the process via the checkout page.