** Please Note** In order to create a membership you must have an online Stripe payment account setup for the recurring client payments to be processed.

To create a membership, follow the steps below:

  • Select Tools > Business Tools
  • Select the Deals icon
  • Select Memberships option
  • Complete the membership information to customize the way you like. We will walk you through each of the customizations below:
  • Give the membership a name, description, a discount value either a fixed $ amount or % amount. 
  •  Select the recurrence of processed payments for the membership either on set number of days, months or years. In the example below we have it set to once a month
  • Set the number of billing cycles. Either forever until manually deleted or a set number of months. In the case below we have it set to 12 months
  • Setup any initial setup fees you may add as well as the price per month you change for the membership
  • You can setup special specific payments. In the example below, we've setup the 2nd payment to be $50 and the 4th payment to be $30.
  • Select the Payment Account you would like the charge to be processed to
  • Select how this membership applies to Services:
  1. De-select #1 if this package doesn't apply to services
  2. You can select & de-select all services by clicking #2
  3. By default the services are set to be able to be used "unlimited" amounts for these services. You can change this to be either N/A to this service or Limited To a certain amount of uses for this service. In this case below we have set it to a max of 10 uses for this one service, unlimited for the second service and N/A to the above service.
  • Select how this membership applies to Products:
  1. De-select #1 if this package doesn't apply to products
  2. You can select & de-select all products by clicking #2
  3. By default the products are set to be able to be used "unlimited" amounts for these products. You can change this to be either N/A to this products or Limited To a certain amount of uses for this product. In this case below we have set it to a max of 2 uses for this one product, unlimited for the second product and N/A to the above product.
  • Lastly, select which locations you wish for this membership to be bought and used at
  • Once you SAVE, the memberships you create will be displayed below!

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