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Appointments in Membership

In this article, we will be looking at appointments covered by a membership. Before we begin, there are some important things to note:

  1. Membership is considered “used” after the ticket is closed OR after the appointment/class session has completed, whichever comes first.
  2. If a membership is used to cover an appointment/class and then that appointment is canceled, we will automatically credit the membership benefit.

When a client books an appointment with an applicable service, the membership is automatically applied. The appointment window will read Available In Membership beneath the service field (see example below).

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Once the ticket is closed or the appointment time has passed, the label on the appointment modal will be updated to “Membership Used” the membership count will also be displayed.

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The price for the service on the ticket will be $0 since the service is covered by the membership. 

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In the examples above, it shows that 1 service credit was used. This means the client has 4 service credits remaining.

 

Membership Credit Balance on Client Profile

On the client's profile page you will be able to view their membership credit balance. To do this simply:

  • Open the client's profile that you want to view
  • Scroll down to the Memberships section

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You can increase or decrease the number of service credits remaining if you'd like. To do this, simply click on the View Details link.

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In this example, I decreased the number of credits remaining from 4 to 3. See screenshot below.

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The credit balance will be updated on future appointments and the Membership Credit report.  

 

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