Membership custom feature: Difference between revisions
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|title=Membership custom feature - SimplyBook.me | |title=Membership custom feature - SimplyBook.me | ||
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|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 | ||
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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]. | ||
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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 [[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> | ||
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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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[[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]] | ||
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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> | :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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: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]] | ||
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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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: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> | ||
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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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[[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]] | ||
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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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