📝 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. 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.
For Pet businesses: Memberships are applied to the client, not per pet. To accommodate multi-pet households, you can either create a membership with service allotments that cover multiple pets or set up separate client profiles for each pet.
If surcharging is already enabled for your payment account, then it will automatically apply to applicable membership payments.
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
Sales Tax (optional - please ensure this is the correct value for your state if entered)
Billing Frequency (e.g., monthly, annually)
Any discounts you’d like to apply
Linked Services you'd like to include in the membership
Click Save to add this to your list.
🛠️ Edit Active Memberships
These instructions explain how to edit active memberships. You’ll learn how to update the price, discount, services, and mark it as inactive.
Go to the three dots More, then Memberships.
In the Available Memberships tab, click on the membership you want to edit.
To no longer offer this membership, click the box next to "this membership is inactive and no longer sold."
To update the price of the membership, you want to click update at the end of the price box.
the popup with have a box to enter the new price and the date on which the change will take place. Make sure to click update once you've entered those numbers.
For discounts, all you will need to do is enter the numbers you like to update in the correct boxes.
Add new services to the membership by using the search bar to locate them, or remove them with the trash can at the end of the service row.
Make sure to click save changes at the bottom!
🗂️ Managing Sold Memberships
These instructions explain how to manage existing memberships. 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: Pausing does not automatically restart memberships—use Activate Now to resume.
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 – Search for the membership in Sold Memberships (easiest to search all dates, then search by client), select it to open the Membership Overview, then click End Membership. You'll be asked to choose one of the following:
Cancel Membership Immediately (No Refund) – Ends the membership right away. No money is refunded.
Cancel Membership Immediately (Refund) – Ends the membership right away and takes you to the checkout page to process a refund for the current billing cycle.
End Membership on [date] (No Refund) – Ends the membership at the close of the current billing cycle. The client can continue to use their membership benefits until that date.
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. 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.
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 to set the:
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.
🏷️ Redeeming Memberships
These instructions explain how to redeem memberships for clients. 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.
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.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
What happens when a membership payment fails?
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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?
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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?
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Open the membership in Sold Memberships → Billing & Usage, then click Refund next to the transaction. Complete the process via the checkout page.