FuzzyBot: Importing a new version from external source

2022-09-24T09:11:44Z

Importing a new version from external source

New page

:1. To enable this feature please go to Custom Features section using left-side menu of your admin interface, find Membership and click on Enable button or use the switcher.
 
[[File:Membership new enable path.png |border|center]]
 
:2. Navigate to Manage -> Memberships or use Manage button on Custom features page near this feature to add new Membership to your system. 
:Click on + on the page you see. 
:Add membership title, set description, upload an image, select the desired duration and decide on the sessions limit included. 
:*If necessary define the fixed date when the membership should start, otherwise it either will begin at the day the client makes the purchase(default) or it will also be possible to select the start date from the client side. 
:*Restrict how many future bookings can the client make within the membership to reduce the risk that same client books all the slots if you wish. 
:*Set the membership price if needed. 
:*If you would like to allow the membership to repeat please enable Is recurring option there and set the recurring price (it can be the same or different from the first price). 
:'''Please note!''' Automatic membership renewal can work from client side via Stripe(previous integration) and Adyen payment processors only.
[[File:Membership new create.png|border|center]]
 
:3. Don't forget to attach the membership to services/classes to restrict booking to the members only.
[[File:Membership new attach to service.png|border|center]]
 
:4. For sure, you will need to notify your clients about the membership purchase or send the information related to its renewal. 
:To adjust your templates please navigate to Custom features -> Membership -> click on its name on the left to open right-side options and see the list of available notifications:
[[File:Membership new notifications.png|border|center]]
 
:You can use the variables to automatically add the corresponding information to each email/SMS notification.
[[File:Membership new notifications variables.png|border|center]]
 
: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. 
:You can do that from the same Manage -> Memberships page by clicking on Issue membership button either near the membership name or in the top right corner of membership editing window.
[[File:Membership new issue.png|border|center]]
 
:6. (optional) There are several issuing options to choose from:
:- you can set membership start date(current date is set by default);
:- you can generate an invoice if you need it for accounting purposes;
:- you can issue membership without an invoice;
:- if you select issuing with the invoice and the membership is recurring it is possible to set manual or automatic recurring mode and set the number of times to repeat for the automatic one,
:so that the new invoice will be generated each time the membership is prolonged if auto-prolonging is enabled.
:Otherwise, an offer will be created in Reports//Payment transactions and the membership will be prolonged when you approve it or you can prolong it manually in Reports//Payment transactions//Recurring profiles.;
:'''Please note!''' There will be no charges made by us in relation to your clients' accounts, this option only prolongs the clients' memberships for the new periods. 
:If you need to charge your clients please do it on your payment processor side. 
:- as well you can choose several clients at once to issue the membership to.
[[File:Membership new issue steps.png|border|center]]
 
:7. When the memberships are purchased or issued there are several places to check the information related:
:- Reports -> Membership payments - contains the information of each membership period present in the system(each recurring period will be displayed as a separate row). 
:You can cancel the specific client's membership here if necessary.
[[File:Membership new report.png|border|center]]
 
:- Reports -> Payment transactions -> Invoices - contains all the invoices present in the system, memberships included.
:'''Please note!''' If you delete the invoice related to some membership purchase the corresponding membership will be canceled.
:- Reports -> Payment transactions -> Recurring profiles - shows all membership recurring profiles created either by clients or from admin side. 
:It allows to cancel recurring profiles(both made by clients and admin) or prolong the recurring memberships issued from admin side only. 
:'''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. 
:You can either cancel current recurring profile and create a new one or issue another membership to this client.
[[File:Membership new recurring report prolong.png|border|center]]
[[File:Membership new recurring report prolonged profile.png|border|center]]
 
:8. From the client side the clients will see memberships tab on the booking site 
:with the list of all options you have set as available and the services related will have clickable "Subscription required" labels 
:that lead to the corresponding membership purchase.
[[File:Memberships_client_side.png | center]]
 
: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.]]
 
 
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=Multiple Bookings=
 
[[File:Multiple booking new icon.png ‎|left]]

Translations:Custom Features/125/en - Revision history

FuzzyBot: Importing a new version from external source