Transcript
Word for word with the voiceover, so you can search, copy and read at your own pace.
1Where membership settings live
Membership plans live in System Settings: under Store & Operations in the left rail, click Membership. Only the owner and admins can see it; front desk staff and therapists can’t. This page only handles paid VIP plans and their benefits. Each service’s own member price is set in Service Items, and points are in the Marketing Assistant. Until you add a plan, the front desk can only pick how long a VIP lasts. Nothing is charged, and there’s no auto-renew.
▶ Play from this scene2Create a plan
Click Add plan. Start with a plan name, such as Gold Monthly. The billing interval goes up to 12 months, or up to 3 years. Enter 13 and saving shows an error, so change it back to 1. Amount per period is what each charge takes. Enter $49.
▶ Play from this scene3Set member benefits
Below are the member benefits, all optional. Balance credit per period: after each successful charge, this amount goes into the member’s balance. It carries over and never expires. Service discount: $10 off, only in the categories you tick. It’s compared with the service’s own member price, and the cheaper one is used; they don’t stack. Free add-ons are set by service length: a 60 to 90 minute service gets 1 free add-on, and it’s the highest-priced one. You can also set a minimum term and a cancellation notice, or leave them blank. Remember the yellow note: an order paid with balance gets no other member benefits. Click Save. A new row appears with the billing interval, the amount and Enabled.
▶ Play from this sceneStores, clients and amounts in the tutorials are demo data. Some features need a particular plan or must be turned on for your store; the tutorial says so when it comes up. Didn’t find an answer? See the FAQ · contact us