You can sell a membership and have it charged automatically. A customer pays you
every week, fortnight, month or year, and while they keep paying they hold a
membership tier, which is what gives them member prices.
This is part of the Plus plan and above.
Setting one up
- Go to Loyalty Rewards, then Memberships.
- Choose Add a membership. Give it a name your customers will recognise, the amount, and how often it is charged.
- Choose which tier it grants. The tier is what makes their member prices apply. A membership that grants no tier still charges them, it just does not change any prices.
- You can add free days at the start if you want to offer a trial.
Getting it to a customer
On the membership, search for the customer. You get a link that is theirs alone:
Email it and we send it for them, or copy it and send it yourself. The email
tells them the amount, how often it repeats, and that they can stop it.
The link identifies that one customer, so it cannot be forwarded to sign somebody
else up. Treat it like a password: it is private to them, and anyone holding it is
treated as them.
Building up credit toward a treatment
A membership can also hand out prepaid credit as it is paid for, which suits a
customer paying a little at a time rather than buying a block up front.
Set up the pack you want them to end up with under Prepaid Packs, then on the
membership choose that pack and how many payments it takes to earn one. Ten dollars
a week toward a fifty dollar treatment is one pack, every five payments.
The credit lands on their record on the payment that earns it. They spend it by
booking, exactly like a pack bought outright, and it can carry an expiry. It counts
payments, not dollars, so you tell a customer "one treatment every five weeks"
rather than asking them to watch a balance. There is no part-balance to explain or
reconcile.
Paying a course off in instalments
Set Stop after to the number of payments and the membership ends itself. Four
monthly payments for a course takes four and then stops, with nothing for you to
remember. Leave it blank for a membership that runs until somebody stops it.
The money
Payment is taken on your own Stripe account, the same as an invoice payment or a
booking deposit, and it appears in your Stripe alongside everything else. You need
card payments connected before a membership can be saved.
When a payment fails
Stripe retries a failed card for several days. **The customer keeps their tier and
their member prices while that happens**, because a card expiring is not the same
as somebody leaving. Only when Stripe gives up does the tier come away.
Stopping one
Open Memberships and choose Stop on that customer. By default it stops at
the end of the period they have already paid for, so they keep what they bought.
Stopping is always available, even if your plan changes later.
Two things it does not do
Changing the amount or how often it is charged makes a new price. Anybody already
paying stays on the price they agreed to, so tell them yourself if you want them
moved.
A membership payment is not turned into an invoice in your books. It sits in your
Stripe and on this screen.
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