Adding Memberships for Pets on Client Profile

On the client's profile page, you can add memberships for pets under the Memberships section. This article will guide you through the steps of adding memberships for pets on a client profile.

Things to Know:

• The ability to add memberships for pets through client profiles is managed by the "Accessing Memberships" access control permission. 
  
• On the membership configuration page:
  • If "Individual Pet" is selected - This means that the membership can only be used by the selected pets at the time of purchase
  • If "All Pets" is selected - This means that the purchased membership can be used by all pets on a client's profile
• If the client profile contains only one pet, that pet will be automatically selected as the membership owner by default
• Staff members can choose to either process the payment immediately or add the membership to the client’s profile without completing the payment.
• The name of the pet will be displayed in parentheses next to the membership on the client's profile
• The name of the pet will be displayed in the pet column on the report

To add a membership for a pet from a client profile:

1. Go to the Clients tab

2. Search and select the client's profile

3. Once the client's profile opens, navigate to the membership section 

4. Select the + icon 

5. From the 'Add Membership' modal, select the desired location from the 'Purchase Location' dropdown

6. Select the membership from the 'Membership' dropdown

7. Select the pet from the 'Membership Owner' dropdown

8. Save or proceed to take payment 

Client Profile

Membership Roster Report 

Related Articles:

• Selling Memberships for Pets in POS
• Changing Associated Pet on Existing Memberships