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Membership Settings

There are multiple settings that you can customize for your client memberships. These settings can be found on your Business Setup Settings page below the Memberships section. In this article, we will define each setting. 

Setting Description

Allow freezing memberships?

Enabling this option activates the freeze feature. Once turned on, a freeze link will become visible on your clients' membership records. 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 In A Month Should We Retry A Failed Payment For Membership?

This setting allows you to determine how many times per month a failed membership payment should be tried for the client.

Eg: If set to 2 tries and the client's membership charge date is March 20th, the charge will be tried on March 20th, and if it fails, then once more on March 21st. The membership charge will be tried again on the next month's charge date. However, if the setting "Initiate membership termination after X failed payments in a row" is set to a value then the membership will be terminated after that amount of failed charges. 

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.

Should membership price be grandfathered on renewal? 

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 be 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 1 or 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?

If a membership is suspended, should the term membership duration be extended? When set to NO, the membership period does not extend, but when set to YES, it is extended by the suspended duration.

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

This allows clients who cancel their membership to use their accrued value credits until the specified time frame. For example, if a duration of 10 days is entered and a client cancels their membership on December 1st, their value credits will remain usable until December 11th, 23:59:59 (in accordance with the business' timezone).

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

This allows clients who cancel their membership to use their accrued item credits until the specified time frame. For example, if a duration of 10 days is entered and a client cancels their membership on December 1st, their item credits will remain usable until December 11th, 23:59:59 (in accordance with the business' timezone).

Activate Membership Cancellation Reasons Dropdown

If enabled, you will be able to enter as many cancellation reasons as you want. When canceling a membership, the added reasons will be provided in a list for you to choose from. Learn more here

 

Please Note: If you are not using a specific credit type or the discounts for your memberships, those options will not be applicable to you. 

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