Welcome to the Help Center

Allow freezing memberships? 

This turns the freeze feature on or off. Once enabled, a freeze link will appear on your client memberships on their record. Learn more about freezing memberships here. 

Maximum freeze length per year X months 

You can put a cap on how long a freeze can be held.  

Should value credits be usable during the freeze period? 

Allows the customer to pay for services/products with accrued credits from their membership even if it is frozen.

Should the membership contract be extended by freeze duration? 

This setting works only if the freeze period is longer than one month (30 days) and only for annual memberships that have a contract end date. It will also extend credits for the period with which membership is extended.

Should item credits be usable during the freeze period? 

Allows the customer to use accrued service/product/class credits from their membership even if it is frozen.

Should membership discounts apply during the freeze period? 

Allows the customer to use the membership discounts even if the membership is frozen.

Should item credits be usable when membership is suspended(payment failed)? 

Can the customer still receive membership item credits when their membership is suspended? Allows the customer to use accrued item credits from their membership even if it is suspended.

Should value credits be usable when membership is suspended(payment failed)? 

Can the customer still receive membership value credits when their membership is suspended? Allows the customer to use accrued value credits from their membership even if it is suspended.

How many times should we retry a failed payment for membership renewal?

When a membership renewal charge fails, should we retry the payment? The maximum amount of retries is 3.

Should failed payments from previous months be back charged?  

This is applicable only after one month has passed from the first failed payment. It does not take into consideration manual retries of a charge made by staff from the Membership Payments report or client profile Reactivate button. It only considers automatic charges made by the system on the next charge date or custom charge date set for membership. For each month that passes, the amount to be paid is membership price x number of months that were unpaid.

When the setting is ON the membership will inherit the price set on the previous membership.

When the setting is OFF the membership will inherit the price from the membership template.

This setting is ON by default, but you can disable it at any time. Note that this only applies to price changes. Benefits if changed in the template will not get reflected on existing memberships.

Can membership credits be used for tips?

When enabled, the tip amount will be automatically covered by membership credits.  This is only applicable to memberships with service and service + product value credits. This setting is OFF by default, but you can enable it at any time. 

Initiate membership termination after X failed payments in a row. 

This setting does not take into consideration manual retries of a charge made by staff from the Membership Payments report or client profile using the Reactivate button. This is only applicable for automatic charges made by the system on the next charge date or custom charge date set for membership. For example, when a membership has 1 failed payment, (cancel should be at 3), next month will be the 2nd failed payment. If a staff tries to reactivate the membership many times, the membership will not be canceled. If there are 1or 2 custom charge dates set and the membership payment failed on one of those custom dates, then it will be canceled since those are considered automatic charges.

Should the membership contract be extended by suspension duration? 

How long should dollar credits be valid after membership termination? X days 

Based on the value entered when the customer cancels their membership, they will be able to use their accrued credits up until that time frame. For example, you entered 10 days. The client canceled their membership on December 1st, their credits will still be usable until December 11th.