Welcome to the Help Center

Products in Membership

Once a client purchases a membership that includes products, they can use the membership to pay for a product via POS. See the steps below:

  • Go to POS > New Ticket page

  • Add client who purchased the membership to the ticket 

  • Select a product from the Product tab (ensure the product is qualified to be paid for using a membership)

When the product is added to the ticket, the Membership label will appear in the price field. The price for the product on the ticket will be $0 since the product is covered by the membership.

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At the bottom, select Close Ticket. 

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Once the ticket is closed, the membership count on the client profile will decrease.

In the examples above, it shows that 1 product credit was used. This means the client has 2 product 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 product 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 2 to 1. 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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