Membership custom feature - Revision history

Admin at 13:45, 15 April 2026

2026-04-15T13:45:51Z

← Older revision		Revision as of 13:45, 15 April 2026
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	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If a service/class is included into a membership, clients cannot book it without purchasing the membership. In case you want to allow clients to book the service separately from a membership, you will need to create a duplicate service not included in the membership.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If a service/class is included into a membership, clients cannot book it without purchasing the membership. In case you want to allow clients to book the service separately from a membership, you will need to create a duplicate service not included in the membership.</span>
	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule bookings related to memberships from the client side with [[Special:MyLanguage/Client Rescheduling custom feature\|Client rescheduling]] feature.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule bookings related to memberships from the client side with [[Special:MyLanguage/Client Rescheduling custom feature\|Client rescheduling]] feature.</span>
			*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to change the membership settings in case it was already purchased by some client(s).</span>
			*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you need to change the pricing for recurring memberships you need to cancel active clients' recurring profiles.</span>

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Admin at 19:43, 9 February 2026

2026-02-09T19:43:24Z

← Older revision		Revision as of 19:43, 9 February 2026
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	{{#seo:		{{#seo:
	\|title=Membership custom feature - SimplyBook.me		\|title=Membership custom feature - SimplyBook.me
	\|description=~~Offer membership plans for your clients~~. ~~Manage recurring~~ services and ~~build loyalty~~. ~~Enable this feature now!~~		\|description=Sell memberships with recurring payments. Restrict services to members only. Auto-renew subscriptions, manage member access. Requires Accept Payments and Cli...
	\|titlemode=append		\|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		\|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

Admin at 12:53, 23 September 2025

2025-09-23T12:53:37Z

← Older revision		Revision as of 12:53, 23 September 2025
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	<!--T:5-->		<!--T:5-->
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>		<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;">This feature is not compatible with [[Special:MyLanguage/Clean History custom feature \| Clean History]].</span>
	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">[[~~Custom_Features#Client_Login~~ \| Client login]] and [[~~Custom_Features#Accept_Payments~~ \| Accept payments]] custom features will be automatically enabled as well.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client Login custom feature\| Client login]] and [[Special:MyLanguage/Accept payments custom feature \| Accept payments]] custom features will be automatically enabled as well.</span>
	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If a service/class is included into a membership, clients cannot book it without purchasing the membership. In case you want to allow clients to book the service separately from a membership, you will need to create a duplicate service not included in the membership.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If a service/class is included into a membership, clients cannot book it without purchasing the membership. In case you want to allow clients to book the service separately from a membership, you will need to create a duplicate service not included in the membership.</span>
	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule bookings related to memberships from the client side with [[Client Rescheduling custom feature\|Client rescheduling]] feature.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule bookings related to memberships from the client side with [[Special:MyLanguage/Client Rescheduling custom feature\|Client rescheduling]] feature.</span>

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	[[File:Memberships_client_side.png \| center]]		[[File:Memberships_client_side.png \| center]]
	<br><br>		<br><br>
	:9. (optional) As well you can add custom membership widget to your website if necessary following [[Widgets_for_your_own_website#Widgets_for_Client_Login.2C_Packages.2C_Memberships.2C_Gift_Cards\|these instructions.]]		:9. (optional) As well you can add custom membership widget to your website if necessary following [[Special:MyLanguage/Widgets_for_your_own_website#Widgets_for_Client_Login.2C_Packages.2C_Memberships.2C_Gift_Cards\|these instructions.]]
	<br><br>		<br><br>
	<br><br>		<br><br>
	</translate>		</translate>

Admin at 10:28, 23 June 2025

2025-06-23T10:28:53Z

← Older revision		Revision as of 10:28, 23 June 2025
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	[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.		[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.
	<br><br>		<br><br>
	Check video ~~[[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=Nzz5w5rQSZ0]]~~ tutorial how to set it up.<br><br>		Check video tutorial how to set it up. <p><youtube>Nzz5w5rQSZ0</youtube></p><br>
	~~Demo page with Membership-related classes is available [https:~~//~~classesandmembershipsdemo.simplybook.it/v2/# here].~~

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Admin: Marked this version for translation

2025-05-19T15:20:19Z

Marked this version for translation

← Older revision		Revision as of 15:20, 19 May 2025
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	<languages/>		<languages/>
	<translate>		<translate>
			<!--T:1-->
	{{#seo:		{{#seo:
	\|title=Membership custom feature - SimplyBook.me		\|title=Membership custom feature - SimplyBook.me
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			<!--T:2-->
	<br>		<br>
	[[File:Membership new icon.png \| left]]		[[File:Membership new icon.png \| left]]

			<!--T:3-->
	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.		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.		[https://simplybook.me/en/membership-solution Here] you can check more cases when Membership can be useful.
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	Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].		Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].

			<!--T:4-->
	<br></translate>		<br></translate>
	<translate>		<translate>
			<!--T:5-->
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>		<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;">This feature is not compatible with [[Custom_Features#Clean_History \| Clean History]].</span>
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	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule bookings related to memberships from the client side with [[Client Rescheduling custom feature\|Client rescheduling]] feature.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule bookings related to memberships from the client side with [[Client Rescheduling custom feature\|Client rescheduling]] feature.</span>

			<!--T:6-->
	<br><br>		<br><br>
	;How to use:		;How to use:

			<!--T:7-->
	: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>		: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>		<br>
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	: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></translate>		: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></translate>
	<translate>		<translate>
			<!--T:8-->
	:Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> on the page you see.<br>		:Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> on the page you see.<br>
	:Add membership title, set description, upload an image, select the desired duration and decide on the sessions limit included.<br><br>		:Add membership title, set description, upload an image, select the desired duration and decide on the sessions limit included.<br><br>
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	:4. For sure, you will need to notify your clients about the membership purchase or send the information related to its renewal.<br></translate>		:4. For sure, you will need to notify your clients about the membership purchase or send the information related to its renewal.<br></translate>
	<translate>		<translate>
			<!--T:9-->
	:To adjust your templates please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on its name</span> on the left to open right-side options and see the list of available notifications:		:To adjust your templates please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on its name</span> on the left to open right-side options and see the list of available notifications:
	[[File:Membership notification types redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/3/39/Membership_notification_types_redesigned.png]]		[[File:Membership notification types redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/3/39/Membership_notification_types_redesigned.png]]
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	<br><br></translate>		<br><br></translate>
	<translate>		<translate>
			<!--T:10-->
	:6. (optional) There are several issuing options to choose from:		:6. (optional) There are several issuing options to choose from:
	:- you can set membership <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">start date</span>(current date is set by default);		:- you can set membership <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">start date</span>(current date is set by default);
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	<br><br></translate>		<br><br></translate>
	<translate>		<translate>
			<!--T:11-->
	:- <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="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="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you delete the invoice related to some membership purchase the corresponding membership will be canceled.</span>		:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you delete the invoice related to some membership purchase the corresponding membership will be canceled.</span>
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	<br><br></translate>		<br><br></translate>
	<translate>		<translate>
			<!--T:12-->
	:8. From the client side the clients will see memberships tab on the booking site<br>		:8. From the client side the clients will see memberships tab on the booking site<br>
	:with the list of all options you have set as available and the services related will have clickable "Subscription required" labels<br>		:with the list of all options you have set as available and the services related will have clickable "Subscription required" labels<br>

Admin at 15:20, 19 May 2025

2025-05-19T15:20:12Z

← Older revision		Revision as of 15:20, 19 May 2025
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			<languages/>
			<translate>
	{{#seo:		{{#seo:
	\|title=Membership custom feature - SimplyBook.me		\|title=Membership custom feature - SimplyBook.me
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	\|titlemode=append		\|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		\|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
	}}		}}</translate>
			<translate>


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	Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].		Demo page with Membership-related classes is available [https://classesandmembershipsdemo.simplybook.it/v2/# here].

	<br>		<br></translate>
			<translate>
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>		<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;">This feature is not compatible with [[Custom_Features#Clean_History \| Clean History]].</span>
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	[[File:Membership enable path redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f2/Membership_enable_path_redesigned.png]]		[[File:Membership enable path redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f2/Membership_enable_path_redesigned.png]]
	<br><br>		<br><br>
	: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>		: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></translate>
			<translate>
	:Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> on the page you see.<br>		:Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> on the page you see.<br>
	:Add membership title, set description, upload an image, select the desired duration and decide on the sessions limit included.<br><br>		:Add membership title, set description, upload an image, select the desired duration and decide on the sessions limit included.<br><br>
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	[[File:Connect membership to service redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f8/Connect_membership_to_service_redesigned.png]]		[[File:Connect membership to service redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f8/Connect_membership_to_service_redesigned.png]]
	<br><br>		<br><br>
	:4. For sure, you will need to notify your clients about the membership purchase or send the information related to its renewal.<br>		:4. For sure, you will need to notify your clients about the membership purchase or send the information related to its renewal.<br></translate>
			<translate>
	:To adjust your templates please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on its name</span> on the left to open right-side options and see the list of available notifications:		:To adjust your templates please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on its name</span> on the left to open right-side options and see the list of available notifications:
	[[File:Membership notification types redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/3/39/Membership_notification_types_redesigned.png]]		[[File:Membership notification types redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/3/39/Membership_notification_types_redesigned.png]]
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	:You can do that from the same <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</span> page by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Issue membership</span> button either near the membership name or in the top right corner of membership editing window.		:You can do that from the same <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</span> page by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Issue membership</span> button either near the membership name or in the top right corner of membership editing window.
	[[File:Issue membership path redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/20/Issue_membership_path_redesigned.png]]		[[File:Issue membership path redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/20/Issue_membership_path_redesigned.png]]
	<br><br>		<br><br></translate>
			<translate>
	:6. (optional) There are several issuing options to choose from:		:6. (optional) There are several issuing options to choose from:
	:- you can set membership <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">start date</span>(current date is set by default);		:- you can set membership <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">start date</span>(current date is set by default);
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	:You can cancel the specific client's membership here if necessary.		:You can cancel the specific client's membership here if necessary.
	[[File:Client memberships report redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/1/14/Client_memberships_report_redesigned.png]]		[[File:Client memberships report redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/1/14/Client_memberships_report_redesigned.png]]
	<br><br>		<br><br></translate>
			<translate>
	:- <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="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="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you delete the invoice related to some membership purchase the corresponding membership will be canceled.</span>		:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If you delete the invoice related to some membership purchase the corresponding membership will be canceled.</span>
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	[[File:Prolong or cancel recurring profile redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/23/Prolong_or_cancel_recurring_profile_redesigned.png]]		[[File:Prolong or cancel recurring profile redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/23/Prolong_or_cancel_recurring_profile_redesigned.png]]
	[[File:Recurring profile details redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/4/40/Recurring_profile_details_redesigned.png]]		[[File:Recurring profile details redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/4/40/Recurring_profile_details_redesigned.png]]
	<br><br>		<br><br></translate>
			<translate>
	:8. From the client side the clients will see memberships tab on the booking site<br>		:8. From the client side the clients will see memberships tab on the booking site<br>
	:with the list of all options you have set as available and the services related will have clickable "Subscription required" labels<br>		:with the list of all options you have set as available and the services related will have clickable "Subscription required" labels<br>
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	<br><br>		<br><br>
	<br><br>		<br><br>
			</translate>

Admin at 11:16, 12 December 2024

2024-12-12T11:16:36Z

← Older revision		Revision as of 11:16, 12 December 2024
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	{{#seo:		{{#seo:
	\|title=Membership custom feature - SimplyBook.me		\|title=Membership custom feature - SimplyBook.me
			\|description=Offer membership plans for your clients. Manage recurring services and build loyalty. Enable this feature now!
	\|titlemode=append		\|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		\|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

Admin at 10:24, 17 September 2024

2024-09-17T10:24:00Z

← Older revision		Revision as of 10:24, 17 September 2024
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	: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>		: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>		<br>
	[[File:Membership ~~new~~ enable path.png \|border\|center]]		[[File:Membership enable path redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f2/Membership_enable_path_redesigned.png]]
	<br><br>		<br><br>
	: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>		: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>
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	:*If you would like to allow the membership to 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).<br>		:*If you would like to allow the membership to 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).<br>
	:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Automatic membership renewal may work from client side via certain payment processors only.</span>		:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Automatic membership renewal may work from client side via certain payment processors only.</span>
	[[File:~~Membership~~ new ~~create~~.png\|border\|center]]		[[File:Create new membership form redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/1/1b/Create_new_membership_form_redesigned.png]]
	<br><br>		<br><br>
	:3. Don't forget to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">attach the membership to services/classes</span> to restrict booking to the members only.		:3. Don't forget to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">attach the membership to services/classes</span> to restrict booking to the members only.
	[[File:~~Membership new attach~~ to service.png\|border\|center]]		[[File:Connect membership to service redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/f/f8/Connect_membership_to_service_redesigned.png]]
	<br><br>		<br><br>
	:4. For sure, you will need to notify your clients about the membership purchase or send the information related to its renewal.<br>		:4. For sure, you will need to notify your clients about the membership purchase 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="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on its name</span> on the left to open right-side options and see the list of available notifications:		:To adjust your templates please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on its name</span> on the left to open right-side options and see the list of available notifications:
	[[File:Membership ~~new notifications~~.png\|border\|center]]		[[File:Membership notification types redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/3/39/Membership_notification_types_redesigned.png]]
	<br><br>		<br><br>
	:You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> to automatically add the corresponding information to each email/SMS notification.		:You can use the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">variables</span> to automatically add the corresponding information to each email/SMS notification.
	[[File:Membership ~~new notifications~~ variables.png\|border\|center]]		[[File:Membership variables redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/4/46/Membership_variables_redesigned.png]
	<br><br>		<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>		: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>
	:You can do that from the same <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</span> page by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Issue membership</span> button either near the membership name or in the top right corner of membership editing window.		:You can do that from the same <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships</span> page by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Issue membership</span> button either near the membership name or in the top right corner of membership editing window.
	[[File:~~Membership new issue~~.png\|border\|center]]		[[File:Issue membership path redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/20/Issue_membership_path_redesigned.png]]
	<br><br>		<br><br>
	:6. (optional) There are several issuing options to choose from:		:6. (optional) There are several issuing options to choose from:
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	:<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>		:<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>
	:- as well you can choose several clients at once to issue the membership to.		:- as well you can choose several clients at once to issue the membership to.
	[[File:~~Membership new issue~~ steps.png\|border\|center]]		[[File:Issue membership with invoice steps redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/3/3a/Issue_membership_with_invoice_steps_redesigned.png]]
	<br><br>		<br><br>
	:7. When the memberships are purchased or issued there are several places to check the information related:		:7. When the memberships are purchased or issued there are several places to 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 information of each membership period present in the system(each recurring period will be displayed as a separate row).<br>		:- <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 information of each membership period present in the system(each recurring period will be displayed as a separate row).<br>
	:You can cancel the specific client's membership here if necessary.		:You can cancel the specific client's membership here if necessary.
	[[File:~~Membership new~~ report.png\|border\|center]]		[[File:Client memberships report redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/1/14/Client_memberships_report_redesigned.png]]
	<br><br>		<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="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.
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	:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If one and the same client already has the recurring profile for some membership it is not possible to create new recurring profile for the same membership for this client.</span><br>		:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If one and the same client already has the recurring profile for some membership it is not possible to create new recurring profile for the same membership for this client.</span><br>
	:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">You can either cancel current recurring profile and create a new one or issue another membership to this client.</span>		:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">You can either cancel current recurring profile and create a new one or issue another membership to this client.</span>
	[[File:~~Membership new~~ recurring ~~report prolong~~.png\|border\|center]]		[[File:Prolong or cancel recurring profile redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/2/23/Prolong_or_cancel_recurring_profile_redesigned.png]]
	[[File:~~Membership new recurring report prolonged~~ profile.png\|border\|center]]		[[File:Recurring profile details redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/4/40/Recurring_profile_details_redesigned.png]]
	<br><br>		<br><br>
	:8. From the client side the clients will see memberships tab on the booking site<br>		:8. From the client side the clients will see memberships tab on the booking site<br>

Admin at 13:38, 30 January 2024

2024-01-30T13:38:56Z

← Older revision		Revision as of 13:38, 30 January 2024
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	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login \| Client login]] and [[Custom_Features#Accept_Payments \| Accept payments]] custom features will be automatically enabled as well.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login \| Client login]] and [[Custom_Features#Accept_Payments \| Accept payments]] custom features will be automatically enabled as well.</span>
	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If a service/class is included into a membership, clients cannot book it without purchasing the membership. In case you want to allow clients to book the service separately from a membership, you will need to create a duplicate service not included in the membership.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If a service/class is included into a membership, clients cannot book it without purchasing the membership. In case you want to allow clients to book the service separately from a membership, you will need to create a duplicate service not included in the membership.</span>
	*It is not possible to reschedule bookings related to memberships from the client side with [[Client Rescheduling custom feature\|Client rescheduling]] feature.		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to reschedule bookings related to memberships from the client side with [[Client Rescheduling custom feature\|Client rescheduling]] feature.</span>

	<br><br>		<br><br>

Admin at 13:38, 30 January 2024

2024-01-30T13:38:36Z

← Older revision		Revision as of 13:38, 30 January 2024
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	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login \| Client login]] and [[Custom_Features#Accept_Payments \| Accept payments]] custom features will be automatically enabled as well.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">[[Custom_Features#Client_Login \| Client login]] and [[Custom_Features#Accept_Payments \| Accept payments]] custom features will be automatically enabled as well.</span>
	*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If a service/class is included into a membership, clients cannot book it without purchasing the membership. In case you want to allow clients to book the service separately from a membership, you will need to create a duplicate service not included in the membership.</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If a service/class is included into a membership, clients cannot book it without purchasing the membership. In case you want to allow clients to book the service separately from a membership, you will need to create a duplicate service not included in the membership.</span>
			*It is not possible to reschedule bookings related to memberships from the client side with [[Client Rescheduling custom feature\|Client rescheduling]] feature.

	<br><br>		<br><br>