Adding Memberships for Clients on Client Profile

• The ability to add memberships from the client profile is governed by the "Accessing Memberships" access control permission.
• Staff can either process the payment immediately or add the membership to the client’s profile without collecting payment.
• There is a hidden setting that prevents staff from adding a membership without processing payment. This setting can only be enabled by the MyTime team. To activate it, please contact support@mytime.com.
• Membership credits are deducted using a First-In, First-Out (FIFO) method. This means the oldest active membership is used first when applying credits.
• For example, if a client already has an active membership and purchases a new one while booking a service the service credit will be deducted from the original (older) membership, not the newly purchased one.
• Once the "Membership Purchased" transactional automated message template is enabled, clients will automatically receive notifications when a membership is purchased, cancelled, payment failed, etc.

To add a membership for clients on their profile:

1. Go to the Clients tab

2. Filter by the desired location and labels

3. You can enter the name, phone number or email of the client in the 'Search Client' field

4. Select the client's name to open their profile

5. On the client's profile, navigate to the 'Membership' section

6. Select the 'Add Membership' hyperlink or the '+' icon 

7. In the 'Add Membership' modal, select the location from the purchase location dropdown menu 

8. Select the desired membership from the 'Membership' dropdown

9. If the membership is configured for individual family members, the 'Membership Owner' option will appear. From the dropdown menu, select the owner, who can be either the client or a family member

10. If you don't want to process payment for the membership, click the 'Save' button. Once saved, the membership will be added to the client's profile

11. To process payment for the membership, click the 'Take Payment' button

12. You will be directed to the POS > New Ticket screen, from the 'Sold By' dropdown menu, select the staff member who is selling the membership

13. Select the 'Take Payment' button located at the bottom of the page

14, From the 'Take Payment' screen, enter the payment method provided by the client

15. Select the 'Close Ticket' button located at the bottom of the page

Once the ticket is closed, a confirmation will display at the top of the screen

For more information, contact us at support@mytime.com