Membership custom feature: Difference between revisions

Line 30:

: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]]

[[File:Membership enable path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/f2/Membership_enable_path_redesigned.png]]

:2. Navigate to Manage -> Memberships or use Manage button on Custom features page near this feature to add new Membership to your system.

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:*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 may work from client side via certain payment processors only.

[[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]]

: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]]

[[File:Connect membership to service redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/f8/Connect_membership_to_service_redesigned.png]]

: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]]

[[File:Membership notification types redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/3/39/Membership_notification_types_redesigned.png]]

:You can use the variables 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]

: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]]

[[File:Issue membership path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/2/20/Issue_membership_path_redesigned.png]]

:6. (optional) There are several issuing options to choose from:

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: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]]

[[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]]

: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]]

[[File:Client memberships report redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/1/14/Client_memberships_report_redesigned.png]]

:- Reports -> Payment transactions -> Invoices - contains all the invoices present in the system, memberships included.

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:'''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: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]]

:8. From the client side the clients will see memberships tab on the booking site

@@ Line 30: / Line 30: @@
 :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>
-[[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>
 :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>
@@ Line 40: / Line 40: @@
 :*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>
-[[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>
 :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>
 :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:
-[[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>
 :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>
 :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.
-[[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>
 :6. (optional) There are several issuing options to choose from:
@@ Line 66: / Line 66: @@
 :<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.
-[[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>
 :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>
 :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>
 :- <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.
@@ Line 79: / Line 79: @@
 :<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>
-[[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>
 :8. From the client side the clients will see memberships tab on the booking site<br>