Fast payment if the client has an issued membership
- If the membership is displayed in the client card in the “Loyalty” section, then in the visit window on the “Fast payment” tab after selecting the “Arrived” status, the “Membership #. …” button will appear during payment.
Her ein the screenshot you see Promotion as example, but in case client has membership, you will see Membership.
The fast apply membership button is also displayed in the group events. To apply a membership, click the arrow next to the client’s name and select the desired membership.
Detailed Payment When No Subscription Is Linked to the Client
If the client does not have a membership linked (i.e., the membership type is set to “Non-personalized subscription”), it can be used by entering the membership code.
- In the visit window, go to the “Payment” tab → “Split Payment.”
- In the “Loyalty” section, any memberships available for the client will be displayed. To find a different membership linked to another client, enter that membership’s code in the “Gift card or membership” field, then click the search button (magnifying glass icon).
Click on the membership found, payment will occur automatically and 1 visit will be debited from the membership.
In a group event, you can find a membership in the same way as an individual appointment. To go to the visit in the event, you need to click on the client’s name, then go to the “Payment” tab – “Split payment” and do the same as described above.
Membership Payment Features
The client does not have to be the one who purchased the membership in order to use it for payment. For example, if the membership was gifted and the client knows the code, they can use it to pay. The membership can be found by entering its code in the “Gift card or membership” field and applied to the visit.
Before it’s used, the membership appears under the “Loyalty” tab in the profile of the client who purchased it. After it is used for payment, a gifted membership will move to the “Loyalty” section of the client who used it, even if they weren’t the one who bought it. Accordingly, it will be removed from the “Loyalty” section of the original purchaser.
Important:
If the “Personalized subscription” option was selected when the membership type was created, then the membership becomes personalized upon purchase and is linked to the client’s ID number. In this case, it can only be used by that specific client.
You can view membership details in the “Loyalty” tab in the client’s profile (in the Client Database or visit window). To expand the memberhsip details, click “Expand.”
Editing Membership Balance and Validity Period
The balance and validity period of a membership can be edited if the membership type allows changes to the balance and validity in the location. This tab also allows freezing a membership if both balance/validity editing and freezing are enabled in the membership type settings.
Access Rights
Access rights are configured under Settings > Main settings > Staff.
To make the “Apply membership” button visible in an appointment or event, the employee must have the following location-level permission:
Loyalty → Purchase with gift card or membership without a code.
To allow an employee to edit the balance, they need the permission:
Loyalty → Membership balance editing.
To allow editing the validity period, they need the permission:
Loyalty → Membership validity editing.
To view membership purchase information in the “History” tab of a visit, the permission required is:
Loyalty → View membership history.
