Sell packages and memberships
One place for both: a membership with included visits and member pricing, or a package of visits that counts down.
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Step 1: Open Membership packages
Go to Front Desk → Memberships. It opens Membership packages, with Members, Sell a membership, Membership plans, Reports and Settings. Packages and memberships both live here now. The older Memberships tab in Front Desk Tools and the Packages & passes tab in the service menu point here.
Step 2: Create a membership
Go to Membership plans and click ＋ New plan to build your own. First pick How members pay: Monthly (billed every month of the term), Annual (billed once a year) or Prepaid (paid up front for the whole term). Then set the Term in months (12 unless you change it), whether it renews automatically, the price, credits per bill, member discounts, rollover and cancellation terms. You set this once on the plan. Every member on it follows it, so nothing is asked member by member. Or click Load starters for my business type. You get memberships worded for what you do, like a Wellness Membership with one 60-minute massage a month, a Blowout Club or Monthly Cuts. Edit the name, price, credits per period, what a credit is, member discounts, how many unused credits roll over, pausing, auto-renew and cancellation terms.
Step 3: Make a package of visits
A package (say, five blowouts) is a plan with that many credits, auto-renew turned off and an end date. Add it under Membership plans, set the price and credits, turn off auto-renew and set how long the credits last. Credits still unused when it ends expire.
Step 4: Enroll a member
Sell it from Sell a membership, from the ＋ Membership button on the appointment book, or let clients join on your online membership page or from the client app. Each billing period adds the included credits. At checkout, using a credit links it to the appointment. The client sees credits left in the client app, and your team sees them on the client page and at checkout.
Step 5: Renewals, rollover and cancellations
Unused credits roll over up to the limit you set and otherwise expire at the end of the period. Members can be paused if you allow it. Automatic billing of due memberships is a setting, off by default; until you turn it on, bill what’s due from the list. To cancel, choose no refund, a prorated refund for unused paid credits, or a full refund. Reports shows active members, monthly recurring revenue, credits outstanding and churn.
Step 6: How memberships hit your books
The plan decides it. Prepaid: when a member joins, the whole term is billed once and held as deferred revenue (money you owe in service). Each month that passes moves its share (the total divided by the months in the term) into revenue by itself. Annual: each yearly bill is held the same way and 1/12 is earned each month. Monthly: each bill counts as earned when it’s billed. Nothing is ever billed outside the member’s term: a prepaid member isn’t billed again until the term ends, and a plan that doesn’t renew stops at the end of its term. If someone joined before you set them up, enter their real Start date. The months already used are caught up in the books right away. The member’s Books section shows what was billed, earned and still deferred. Starting a membership also emails the client the first invoice with a pay link, unless you untick Email the invoice or take payment at the desk.
Step 7: Check what a membership has billed and when it renews
On Members, click Autopay next to a member. Under Billing you see every period billed so far, its invoice, and whether it was paid and with what card. The box at the top says what happens on the next bill date: Renews and charges the card, Renews with an invoice (pay link, no card charged) or Doesn’t renew by itself when automatic billing is off. Click Bill next period now to bill it right away, the same way the automatic run does. With Stripe in test mode, no real money moves.
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Questions about this
Does a package renew or charge again?
No. A package of visits (say, five blowouts) is paid once and never renews or charges again. When the visits run out, the client buys a new one. For a plan that bills every month, sell a membership.
Do memberships charge the card automatically?
Yes, once you turn on autopay in Membership packages → Settings and the client saves a card from your card link and agrees to autopay. Each membership bill is then charged to that card. See Turn on autopay for memberships.
How do memberships hit my books?
It depends on the plan. Prepaid and annual money is held as deferred revenue and earned month by month. Monthly bills count as earned when they are billed. Credits don't move money in the books.