Memberships: a regular payment for regular visits

A membership is a regular payment for regular visits: two blow-dries a month for £45, a monthly treatment plan. The client's card is charged each cycle and their allowance resets.

Creating one

Catalogue → Memberships → Add membership. It's the same builder as packages, with billing added:

• Price each cycle, and the cycle: every week, month or year, or a length of your own.
• How long it runs — until it's cancelled, or for 3, 6, 9 or 12 months.
• Notice — none, or one to three cycles.
• Benefits — each one either resets every cycle or is given once.

Selling one

Client's record → Packages & memberships → Sell a membership. Memberships are paid by card. The first payment is taken now and the card is kept for the renewals.

Renewals

SalonX charges the card on each renewal date. A renewal is a sale like any other: it's in your reports and your payout, at the usual card fee.

If a payment fails the membership is suspended, the benefits pause and the client is emailed. SalonX tries again after one day and after three, then leaves it with you.

Looking after members

Sales → Memberships sold lists every member, their status and their next payment. From the ⋮ menu there, or on the client's record:

• Retry payment now — for an overdue payment.
• Pause and Resume — time paused is added back on.
• Change card — to another card the client has saved.
• Cancel — the membership runs to the end of the paid cycle plus your notice. Keep membership undoes it.
• End now — stops it today.
• Refund — on the client's record. Every payment taken on the membership goes back, and it ends.

Selling a membership only needs Take payments at the till. Pausing, cancelling and changing the card need Manage clients' memberships, which owners and managers have by default.

At the till

A membership's allowance is used before a package, because it resets at the end of the cycle and a package doesn't.