Membership custom feature: Difference between revisions
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{{#seo: | {{#seo: | ||
|title=Membership custom feature - SimplyBook.me | |title=Membership custom feature - SimplyBook.me | ||
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[[File:Membership new icon.png | left]] | [[File:Membership new icon.png | left]] | ||
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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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Check video | Check video tutorial how to set it up. <p><youtube>Nzz5w5rQSZ0</youtube></p><br> | ||
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<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 [[ | *<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;">[[ | *<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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;How to use: | ;How to use: | ||
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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> | ||
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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> | ||
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: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> | ||
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: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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: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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:- <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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: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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[[File:Memberships_client_side.png | center]] | [[File:Memberships_client_side.png | center]] | ||
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: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.]] | ||
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