Changes

From SimplyBook.me

Membership custom feature

3,940 bytes added, 12 March
no edit summary
|title=Membership custom feature - SimplyBook.me
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, membership, abonnement, booking for members, special booking price for members, recurring payments, issue memberships
}}
[[File:Membership new icon.png | left]]
This Custom feature allows you to have services that only members can book provided they have an active paid membership. This can be applied to a selection or all services, only classes or similar.
[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.
<br><br>
Check video [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=sZXgGX7xoC0&feature=youtu.be Here] you can see video ] tutorial how to set it up.<br><br>
Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].
<br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' </span>*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatible with [[Custom_Features#Clean_History | Clean History]].</span>*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login | Client login]] and does not work with mobile apps[[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.</span> 
<br><br>
=;How to enable Membership custom feature=To enable this option please go to Custom Features section in your admin interface, find “Membership” and click on enable near it. <br>[[Fileuse:Membership enable path.png | center]]<br><br>'''Please note!''' [[Custom_Features#Client_Login | Client login]] and [[Custom_Features#Accept_Payments | Accept payments]] custom features will be automatically enabled as well.
:1. To enable this feature please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section using left-side menu of your admin interface, find <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button or use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">switcher.</span>
<br>
=How to create Membership=After you have enabled this Custom Feature you can go to Manage//Memberships and click on “+” icon to create new membership. In “Membership details” tab you will be able to set membership title, image, its duration, number of sessions included and price. <br>[[File:Create Membership new membership v3enable path.png |border| center]]
<br><br>
It is possible :2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page near this feature to add new Membership to your system.<br>:Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> on the page you see.<br>:Add membership title, set different First payment description, upload an image, select the desired duration and Recurring prices if decide on the sessions limit included.<br>:The membership can be free or paid so you wish, for example, can set its price.<br>:If you would like to allow the membership to suggest lower repeat please enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Is recurring</span> option there and set the recurring price (it can be the same or different from the first price to regular customers). <br>:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Automatic membership renewal can work from client side via Stripe(previous integration) and Adyen payment processors only.<br/span>[[File:Membership price1new create.png|border| center]]
<br><br>
:3. Don'''Please note!''' Recurring t forget to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">attach the membership payments can work with Stripe payment processor to services/classes</span> to restrict booking to the members only(previous integration, but not SCA).[[File:Membership new attach to service.png|border|center]]
<br><br>
You can set price only for membership here and zero price for service(in Manage//Services//Service details//Price) connected to this membership(for gyms for example) or :4. For sure, you can set prices for both Membership and Service, it will allow need to notify your clients who purchased about the membership book a service at a lower pricepurchase or send the information related to its renewal. <br>:To adjust your templates please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style=How to add service to "background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> -> <span style=In “Services, attached "background-color:#d4f8e5; padding:5px; border-radius:5px;">click on its name</span> on the left to this membership” tab you will be able to check open right-side options and see the boxes with services you wish to be attached to this Membership. It will be possible to book this service only if a client has purchased this Membership. <br>list of available notifications:[[File:Attach services to membershipMembership new notifications.png |border| center]]
<br><br>
:You have to add at least one service to membership to make it working. can use the <br>span style=Where will be Memberships displayed on the booking page=After you enable this custom feature Membership tab will appear on the booking page.<br>[[File"background-color:#d4f8e5; padding:5px; border-radius:Membership tab.png | center]]<br5px;">variables<br/span>As well if clients click on to automatically add the service related to membership but have not purchased it yet they will get a pop-up suggesting corresponding information to purchase it. If they agree they will be redirected to Memberships pageeach email/SMS notification.<br>[[File:Membership confirmnew notifications variables.png |border| center]]
<br><br>
 :5. (optional) You may need to issue membership to some clients from admin side if they have already paid or you have given them some free period.<br>=Where :You can i check payments my clients made for membershipsdo that from the same <span style=You will be able to see that information in Reports"background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</Membership payments.span> page by clicking on <br>If client has chosen span style="Pay Laterbackground-color:#d4f8e5; padding:5px; border-radius:5px;" option instead of paying online you will be able to approve such >Issue membership purchases there.<br/span>Only after your approval button either near the client will be able to book membership name or in the services related to the selected top right corner of membershipediting window.[[File:Membership new issue.png|border|center]]
<br><br>
:6. (optional) There are several issuing options to choose from::- you can set membership <span style=How will be my clients notified about purchase"background-color:#d4f8e5; padding:5px; border-radius:5px;">start date</renewalspan>(current date is set by default);:- you can generate an <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">invoice</span> if you need it for accounting purposes;:- you can issue membership without an invoice;The system will notify :- if you select issuing with the client about recurring payment coming soon invoice and the membership period coming is recurring it is possible to an end set manual or automatic <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">recurring mode</span> and set the number of times to remind. repeat for the automatic one,:so that the new invoice will be generated each time the membership is prolonged;:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' There are notification about successful and unsuccessful recurring paymentswill be no charges made by us in relation to your clients' accounts, this option only prolongs the clients' memberships for the new periods. </span><br>:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you need to charge your clients please do it on your payment processor side.</span><br>You :- as well you can enable/disable some notifications related choose several clients at once to all your memberships in Manage//Memberships//Membership details//Configure issue the membership notifications or in Custom features//Membership//Settings//Notificationsto.[[File:Membership notification typesnew issue steps.png |border| center]]
<br><br>
As well you can adjust templates according :7. When the memberships are purchased or issued there are several places to your needs there. Please use variables listed on check the information related::- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership payments</span> - contains the right side information of each membership period present in the page system(each recurring period will be displayed as a separate row).<br>:You can cancel the specific client's membership here if necessary so that relevant details will be reflected in notifications.[[File:Membership new report.png|border|center]]
<br><br>
:- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoices</span> - contains all the invoices present in the system, memberships included.:<span style=How "background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you delete the invoice related to add some membership purchase the corresponding membership will be canceled.</span>:- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Recurring profiles</span> - shows all membership recurring profiles created either by clients or from admin side.<br>:It allows to client cancel recurring profiles(both made by clients and admin) or prolong the recurring memberships issued from admin sideonly.<br>:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If your one and the same client already has paid you in cash or you just wish the recurring profile for some membership it is not possible to give somebody free create new recurring profile for the same membership please go to Manegefor this client.<//Clients page,span><br>click on :<span style="Editbackground-color:#ffe9e9; padding:5px; border-radius:5px;" near necessary >You can either cancel current recurring profile and create a new one or issue another membership to this client there. </span>[[File:Attach membership from admin side v3Membership new recurring report prolong.png|border|center]][[File:Membership new recurring report prolonged profile.png |border| center]]
<br><br>
Then select ":8. From the client side the clients will see memberships" tab in on the booking site<br>:with the pop-up that list of all options you have set as available and the services related will appear and click on have clickable "Add newSubscription required"labels<br>:that lead to the corresponding membership purchase.[[File:Attach membership from admin side step2 v3Memberships_client_side.png | center]]
<br><br>
Choose membership from available and set the start date:9. (end date will be calculated by the system based on the selected optional) As well you can add custom membership duration). Click on "Add" widget to save your settings.website if necessary following [[File:Attach membership to client2Widgets_for_your_own_website#Widgets_for_Client_Login.2C_Packages.2C_Memberships.png 2C_Gift_Cards| centerthese instructions.]]
<br><br>
As a result you will see membership successfully added.<br>
You will also see active clients' memberships with number of sessions left.<br>
[[File:Membership status admin side2.png | center]]
<br><br>