Can I edit the details of a sold membership?

No, the details of a sold membership cannot be edited. Any changes to a membership apply only to new purchases and not to memberships already sold.

What if a client wants to transfer their membership to another person?

Memberships cannot be transferred to another client. The original client must cancel their membership, and the new client will need to purchase a separate membership.

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Track and review sold memberships

Track and review sold memberships

Sold memberships help you keep track of your earnings and the services clients use, making it easier to manage your business and keep clients happy. Learn how to review membership details and stay on top of your revenue.

Access membership details

You can quickly view a summary of a client’s membership information at a glance.

Desktop
Mobile

From the main menu, go to Sales and select Memberships sold.
Locate and click on the name of the membership plan you want to view.
Under Membership details, you’ll find key details for all membership types, including:
1. Sessions:
  Number of sessions remaining in the client’s membership.
2. Services:
  Services covered by the membership.
3. Membership type:
  Indicates the payment frequency (e.g., monthly, yearly).
4. Expires:
  Expiration date of the membership.
5. Client:
  Name of the client who holds the membership.
6. Terms & conditions:
  Specific terms and conditions, if applicable.
7. Available redemption:
  Specifies whether the membership can be used in-store, online, or both.
For recurring memberships, additional details include:
1. Payment frequency:
  How often the client is charged.
2. Next renewal date:
  Date of the next charge.
3. Membership price:
  Cost of the membership per payment period.

From the main menu, tap on Sales and select Memberships sold.
Locate and tap on the name of the membership plan you want to view.
Under Membership details, you’ll find key details for all membership types, including:
1. Sessions:
  Number of sessions remaining in the client’s membership.
2. Services:
  Services covered by the membership.
3. Membership type:
  Indicates the payment frequency (e.g., monthly, yearly).
4. Expires:
  Expiration date of the membership.
5. Client:
  Name of the client who holds the membership.
6. Terms & conditions:
  Specific terms and conditions, if applicable.
7. Available redemption:
  Specifies whether the membership can be used in-store, online, or both.
For recurring memberships, additional details include:
1. Payment frequency:
  How often the client is charged.
2. Next renewal date:
  Date of the next charge.
3. Membership price:
  Cost of the membership per payment period.

View membership activity

The membership activity log allows you to monitor status changes and appointments associated with the membership.

Desktop
Mobile

From the main menu, go to Sales and select Memberships sold.
Locate and click on the name of the membership plan you want to view.
Under Activty log, you’ll find the membership history. Filter the log by:
1. Status change:
  Tracks changes such as sales, pauses, resumptions, and cancellations.
2. Upcoming appointments:
  Lists future appointments booked under the membership.
3. Past appointments:
  Displays previous appointments booked under the membership.

From the main menu, tap on Sales and select Memberships sold.
Locate and tap on the name of the membership plan you want to view.
Under Activity log, you’ll find the membership history. Filter the log by:
1. Status change:
  Tracks changes such as sales, pauses, resumptions, and cancellations.
2. Upcoming appointments:
  Lists future appointments booked under the membership.
3. Past appointments:
  Displays previous appointments booked under the membership.

You can also manage active memberships using the Membership list report.

To access memberships directly from a client’s profile, go to Items, then Memberships, and click Details under the relevant membership.

FAQs

- Can I edit the details of a sold membership?
- What if a client wants to transfer their membership to another person?

Track and review sold memberships

Access membership details

View membership activity

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