To add a membership go to the Admin Area, then open the "Memberships" page and click on the “Add New” button from the top-left section.

After the membership was added the system will redirect you to the events page of the newly added membership.

Please click on the “Events” button of the month you need to add the events to.

There are 2 types of events that can be added in a month:

Each membership will be assigned services added through the Admin Area.

Membership services are added under the “Membership” general services category.

Ordering a new membership

To order a new membership we must select a client first, this can be done from the "Contacts" page from the top menu.

Once a client is selected, it will be visible in the right hand side, under the Cart.

Click on the “MEMBERSHIP” button from the top menu and choose which membership to order for the selected client.

Choose the membership services each month and then click on the green “ORDER SELECTED MEMBERSHIP” button.

Check in the confirmation prompt if this is the correct client (shown in capital letters) that you need to order the membership for. If everything is OK, select “Yes” in the confirmation prompt.

Taking payment for the membership

Once the membership has been ordered, the system will automatically redirect you to the membership payment page inside the client profile.
 

In order to start taking payments, we need to ask the client for their direct debit details (name, account number, sort code and address) in order to create a direct debit mandate.

To create a new direct debit mandate, click on the green “CREATE DIRECT DEBIT MANDATE” button.

After that, you will be redirected to a page where you can enter the client’s direct debit information.

Complete the form and then click on the green “Set up Direct Debit” button from the bottom.

After you’ve clicked “Confirm”, you can see the “Direct debit mandate successfully set up” message.

After the mandate has been set up, you can see the details in the payment page and we are now able to take the deposit and create a direct-debit subscription for the membership.
 

To charge the deposit, click on the green “ADD MEMBERSHIP FIRST PAYMENT TO CART” button.

To create a new direct debit subscription, select the “Take payments from a specific day” under the “Create Subscription” section, choose the next month and the day the customer wants to have their direct-debit go out and then click on the green “CREATE SUBSCRIPTION” button and confirm.

Ordering a new membership online

 

 

 Contents

1.Ordering a new membership

2.Taking payment for the membership

3.Booking the membership services

 

 

1.Ordering a new membership

 

To order a new membership we must select a client first, this can be done from the Contacts page from the top menu.

Search for the client by name, email, phone number or postcode and then click on the blue “Select Client” button.

Once a client is selected, it will be visible in the right hand side, under the Cart.

If a client is already selected, the system will ask you to replace it, select "Yes".

 

 

Click on the “MEMBERSHIP” button from the top menu and choose which membership to order for the selected client.

 

 

Choose the membership services each month and then click on the green “ORDER SELECTED MEMBERSHIP” button from the top right.

 

 

 

The system will ask you to confirm the order.

 

 

Important:


Check in the confirmation prompt if this is the correct client (shown in capital letters) that you need to order the membership for. If everything is OK, select “Yes” in the confirmation prompt.

 

2.Taking payment for the membership

 

Once the membership has been ordered, the system will automatically redirect you to the membership payment page inside the client profile.

In order to start taking payments, we need to ask the client for their direct debit details (name, account number, sort code and address) in order to create a direct debit mandate.

If we already have a mandate set up, e.g. the client has previously paid for another membership using direct debit, then we just click on the update button to find out the next possible charge date and we are able to continue paying the deposit and setting up the subscription.

To create a new direct debit mandate, click on the green “CREATE DIRECT DEBIT MANDATE” button.

 

 

 

Important:

The system will open a popup window, asking you to confirm if this is the intended client that you need to create the direct debit for.

If this is the correct client, select “CONFIRM”.
If a different client’s name is displayed, click “CLOSE WINDOW”, select the correct client and then click on the “CREATE DIRECT DEBIT MANDATE” button again.

For the wrong client: When you click on “CLOSE WINDOW”, the current page will refresh and you can click on the blue “Select” button from the client’s profile in order to select the client and then create the direct debit mandate without having to leave the page.

 

After you click on the green “CONFIRM” button, you will be redirected to a page where you can enter the client’s direct debit information.

Complete the form and then click on the green “Set up Direct Debit” button from the bottom.

Confirm the direct debit details.

After you’ve clicked “Confirm”, you can see the “Direct debit mandate successfully set up” message.
Click on “CLOSE WINDOW” to return to the membership payment page.

After the mandate has been set up, you can see the details in the payment page and we are now able to take the deposit and create a direct-debit subscription for the membership.

 

 

For clients that already have direct debit in the system, click on the “UPDATE DIRECT DEBIT MANDATE” button in order to update the mandate status and next possible charge date.

Important:
Upon clicking the “UPDATE DIRECT DEBIT MANDATE” button, if the mandate’s status is failed, cancelled or expired we cannot charge new direct debit payments and we need to contact the client to set up a new direct debit mandate.

To create a new direct mandate, from the client’s profile click on the “DIRECT DEBIT” button, delete the existing mandate and then click on the “CREATE DIRECT DEBIT MANDATE” to create a new one.

 

Important:


Do not cancel active mandates, doing so will also cancel all payments and subscriptions created using that mandate.

Once we have the direct debit mandate set up, from the membership page we can begin charging the deposit and creating the subscription for the ordered membership.

To charge the deposit, click on the green “ADD MEMBERSHIP FIRST PAYMENT TO CART” button.

 

 

Then click on the CASH or CARD buttons from the right side to charge the deposit.

 

Important:

When clicking on the CASH/CARD buttons, select “Yes” when the system asks you if you want to keep the current customer selected.

Once we’ve charged the deposit we are able to create a subscription for the remaining 11 months of the membership.

To create a new direct debit subscription, select the “Take payments from a specific day” under the “Create Subscription” section, choose the next month and the day the customer wants to have their direct-debit go out and then click on the green “CREATE SUBSCRIPTION” button and confirm.

Important:

Please make sure that you are charging the direct debit starting from the next month as the deposit represents the first month of the membership.

 

 

3.Booking the membership services

 

You can automatically book in advance the services that were selected when the membership was ordered from the “Book services” tab.

You can choose the “Bookings start date” and also amend the date and time of each booking before clicking on the “BOOK ALL SERVICES” button to automatically book all the services of the membership in advance.

 

in addition, you can define your own memberships in the system and what is included in very precisely you can set exactly what it is included in the first week of the first month what is included including the second week of the second month and you you can define all your memberships in order. to sell more this is a review of active membership however I can easily go for payment section and view membership details and yes you can set up direct debit. where the system will track for you payments and the history of these payments and you can book services at once the system is intelligent and if there is a membership is targeting customer profile for the next 12 months you will automatically book these treatments for the next 12 months in before and after you will be able to simply change membership and switch between changing the appointment only you can even provide an opportunity for the customer to update membership and book an appointment online booking from your website using we have a powerful online blocking module on the spot It is how membership works and we will be back for more information in a minute you will be back in customer profile if we enter opening the next function under courses you will see the treatment record file under money cheat code you can save records based on the treatment they received not only from the system but also from you can also update the records on the tablet such as laser hair settings the uninstaller or the settings of each others machines you have in the clinic before providing treatment, you can tracking settings in the version of treatment using the terminal equal file function you also have loyalty function points too with the loyalty points feature you have the ability to provide points to your customers based on their costs the more points they will save the more rewards they can get. in addition, you can attract customers. outside the enterprise with coupon codes and refer a friend function which can turn into loyalty points for each person who is recommend a friend after saving a certain number of points you can set your rewards and they can exchange the prizes too and we can have a story how your rewards were used for a certain period of time if we are going to update the date you will be able to check the history You can also see which actions you would you want to double check for each as well location you can see the history of the points and yes you can also see the history of the awards how many points they got based on on your expenses. for each separate receipt this is another great feature that you can use with the activity function you can track every single aspect and every single detail as you can see you can see node submission the SMS test that was sent to email returning from the left side, you can see their dating history. which they had then you can see an apple uploading files associated with this client as audio phone calls documents files paper pictures paper content forms if you have them before using our paperless console in the future videos visual scan etc. you can upload easily or drag and drop at the same time you have a large customer tracking capabilities balance function and you can see how much that they have in their account how this balance is used with the customer balance function we have real-time email notification to company owner and company manager so you can keep track of your balance. click on the notes you have the opportunity to write cleaning nodes and for each individual node you have the option to using templates with the templates the clinical node is there you simply add what is missing, or respectively to that customer name sensitive skin, for example and I can keep inserting a new template or Replacement of in which case I'll keep the new cleanup node this will be recorded under the customer account so we know what to do the membership function situated at the top of page if you hover over membership you will have access to active memberships reserving a new membership membership payments to order a membership, please note that you must select the customer to report to the system where to order the membership by and for which customer you will wonder what it is membership if we look in the dictionary, we will to see that the membership will give you access to benefits and will identify you as a member of a group on or organization where you have specific benefits depending on the type of membership you have the benefits of use of membership as you can imagine now you can have a membership and yes you can teach your customers how to use it. and which and What are the procedures or products of uh included in this membership membership there may be a certain period of time. to be uh, created to have available and expiration date for six months for 12 months or may have unlimited uh period of time that can be used indefinite period of time and it will are automatically renewed say once a year if initially the client has started uh with membership for the first time in 12 months how membership will help you membership will help you and will generate for you an increase of customer loyalty and is one of the benefits you can experience when there is membership in place so yours can business to benefit you must developing a membership program that will keep your customers engaged and subscribe to your membership and make them feel special and this example says you should provide something extra compared to what your competitors are offering so that's it eh, eh, that's the point of ours membership one way to making of this type of membership for example to create and provide them with free gifts. free shipping if they buy products along with treatment discounts special access to try out new procedures that you can provide. in business and that should give them you know why to register at your with your business with your brand if you want to call it that and why they must remain loyal to your company. from our experience the more so your customers' engagement with yours business with your company, so much more tend to spend money with you. and so it's good to begining uh create a membership as soon as and to promote such membership. via social media and all other places you can promote another advantage or great benefit I will say for the use of membership that will help you earn more revenue if you think about it, you will your customers to be loyal to you. and if they have booked several procedures this month with your business and they will come on a certain date and time if must creating a special membership package for them Imagine that in the next month month fourth month fifth month six months every month they will came to use this one part of the allowance uh let's call it that from now on. membership for example uh they can have included in membership uh two procedures uh facial procedures a filler one laser hair removal session one after care cream after the facial procedure treatments and so on, of course you can get creative and add different procedures and products in your membership plan membership feature will help you to to track all active members part of that membership you can even to provide them with a barcode number if like and print nice and shiny plastic cards if that helps otherwise, just ask them to to come to the reception with their own smartphone to log into your account online. and that will have their own unique identifier which is the same like membership card on the website in your online booking platform there are two sites where you can order membership you can as a customer to online booking membership launch platform you will have a special platform and they can be arranged in order treatment or membership products and here in this section you can manage all your active customers and theirs memberships as you can see here I have example with an active client that has more memberships to their account as various features that you can browse of membership you have payment plan and you have the option to book all services in advance that is another big one opportunity and capacity for you to book automatically in available slots in the next 12 months with membership after that of course. the client can call and update inside the you will be able to see the membership page that you can process payments. the first payment, which can be painful, of course. if they wish, otherwise you can to split the payments if we talk for the membership that is over 12 month you can divide the payments into 12 monthly repayments as a payment plan you can process the first payment on the card and for 11 payments, you can easily create direct debit mandate subscription with yours customer in this example you have required customer code you have date. when this location name was added and from the employee when it was updated. and the next possible reference charge date and if you scroll down you will be able to see that the total value of this membership is £12,240 which means uh we will have 12 fees per month and each fee is one thousand and twenty pound accrual of the first payment on that date this was already completed and then you have monthly payment you have the option to check the payment due and after you add the payment due in the cart which you can process it by card or yes just create a monday subscription like i did that in this example and you can see that the status of this operation is recurring monthly 11 charges remain active why, because the first was paid with card you have a start date and the amount each must pay a month and what kind membership in this example have a laser waxing membership with location London and the date it was ordered November 6, 2020 by this team if you scroll down you will see how nice and easy it is debit payments are scheduled in in advance uh with real-time integration with gocardless and you can see the status queue and please pay attention to dates so you can see the first of December first direct debit payment first at the very beginning of itself the beginning of the first was paid for by then the first card of the debate is a month difference first December added a date that was one then the second payment on the first of January please double check and check model first february march 1st April 1st May June July july august september october what is it that the system has planned automatic and advance payments and you can watch them and you will see. the status of each individual payment when it's spot on and you get paid to pay the status in case of on uh payment is not made before the date or when the appointment was booked. you will receive an email notification and which will uh let me tell you this and by the way the system will try to automatically accept payment for this month three times in a row for for example, if there is a scenario in background where the customer has had enough money in the bank or waiting for payment will try second another time in difference of a few days at the bottom you have order history on the first account, as you can see, since November was paid in cash amount of the membership deposit 1020 location London which means the first the payment for this membership is completed at this location has been paid for cash so this is a review of payment section of course you can double check membership review and you can see the details you can see monthly membership type fee rate 12 taxi and if you scroll down you will you will be able to see how well based on your configuration what will we include inside each membership nice separation of the months and each a month is divided into four weeks and you can specify when you create membership services that may be performed anytime during the first month and of course. based on my setup example i have provides an opportunity to use one laser hair removal session in the first week of the first month, then if we scroll down through the first week of second month which is the second month of the membership the customer has ability to reserve high intensity laser fraction treatment 30 minutes then if you scroll down in the month the tree uh in for during week four the customer has the option to book in another area there is removal of the head chain etc. if we scroll down we will be opportunity to see all 12 months very nicely listed with what is part of this membership which means the customer can to reap the benefits of treatment which are included in this membership and why not products and if to use the payment application that before and after if you go for the book service capacity, then we are able to to book all services in advance or double check the previous one the previous one appointments booked already in the customer account return to customer profile if you go here, in the activity, and within the appointment of sections we are able to see all the candidates who have been and we can as you can see we can see the status of every meeting and i can scroll down like that these are the details of membership plan will talk more about him at a later stage remember that you have ability to create any membership that Yes and if i want to ordering a new membership for this one same customer i just have to go and click on membership order and select laser removal i can name which ones procedures I would like to include in the membership package is a lot flexible many customized you can choose and not any kind of membership and then you have people to provide discounts for you confirm the order of this membership for client and then as you can see that's it to take me to the next step where again as explained before, you can define how many payments are charged for discount and what would you like to add to the map and if you enter the administrative area if you choose membership for then we will return to the administration area at a later stage to talk more about you can see if it will requests I have the sums and inside me they have the details and what I want to include so that's all about membership for now will to tell you more details at a later stage stage thank you very much thank you goodbye