** 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
2. Select the Deals icon
3. Select Memberships option
4. Complete the membership information to customize the way you like. We will walk you through each of the customization below:
5. Give the membership a name, description, a discount value either a fixed $ amount or % amount.
6. 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
7. 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
8. Setup any initial setup fees you may add as well as the price per month you change for the membership
9. 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.
10. Select the Payment Account you would like the charge to be processed to
11. Select how this membership applies to Services:
- De-select #1 if this package doesn't apply to services
- You can select & de-select all services by clicking #2
- 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.
12. Select how this membership applies to Products:
- De-select #1 if this package doesn't apply to products
- You can select & de-select all products by clicking #2
- 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.
13. Lastly, select which locations you wish for this membership to be bought and used at
14. Once you SAVE, the memberships you create will be displayed below!