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Update memberships
Update memberships
Ensure your clients have access to the most current service bundles, increasing your sales. Learn how to update your memberships at any time.
Getting started
All memberships are updated using the same process. If you are a team member we recommend:
- Reaching out to the account owner to request permission for Memberships under Services.
Updating memberships
You have the flexibility to offer clients either a one-time payment option, where clients can redeem services later, or a recurring payment plan, where sessions renew on a specified date.
To update a membership:
- Open the Catalog and select Memberships.
- Click on the membership you want to update.
- Under Basic info, update the following information:
- Membership name:
The name displayed to your clients. - Membership description:
Optional details about the service, including any specific policies.
- Membership name:
- Under Services and sessions, specify:
- Included services:
Click Edit and check the box next to the services you want to include. - Sessions:
Choose whether to offer a limited or unlimited number of sessions.
- Included services:
- For Pricing and payment, decide how you want clients to pay:
- One-time payment:
Clients pay once at purchase for all bundled services. Set the validity period and price. - Recurring payments:
Clients are charged on the renewal date. Choose payment frequency, price, and membership duration. - Tax rate:
Select the tax rate to apply to this plan.
- One-time payment:
- Under Color customization, select a color that best matches your membership.
- In Online sales and redemption, choose if you want to:
- Enable online sales:
Allow clients to purchase the membership online. - Enable online transactions:
Let clients use the membership to book services online.
- Enable online sales:
- Update any rules in the Terms & conditions section.
- Click Save.
- Select Yes, edit to reconfirm.
A pop-up will confirm that the membership has been updated.
Any changes made will not affect memberships that have already been sold.