Once your widget is configured to include memberships, your clients can purchase memberships for specific family members online through an embeddable widget on your website or through the express checkout page. This article will outline the steps your clients need to follow to purchase a membership online for a family member.
Things to know:
- To configure your account for membership purchases, learn more here
- For memberships configured for individual family members, clients will need to choose the specific family member the membership is for when purchasing it through the booking widget.
- When checking out on the booking widget, if the "Store Clients' Credit Cards?" setting is set to "Yes, but don't require them to schedule appointments," selecting the "how we use your payment information" hyperlink will display the following reason: "This makes it easier to manage your active membership by automatically processing recurring membership charges."
- When clients purchase memberships online through the booking widget, express checkout page, or your custom guest app and enter their card details, the option to save their card on their profile in-store and in their online user account will automatically be checked and cannot be unchecked.
Depending on how you configured the widget, your membership will be a stand-alone item or your clients will have to:
- Navigate to your booking widget
- Select the desired location (if the account has multiple locations)
- Select the Memberships tab
- Click on the "Buy" button next to desired membership
- Sign in using the "Sign In" hyperlink or log in using a Facebook or Apple account, or create a new account.
- The prompt to select who the membership is for will appear
- If the client has family members listed on their account then the "Who is this Membership For?" will be displayed with a dropdown list for the client to choose between themselves or a family member
- If the client has no family members listed on their account then they will be prompted to add one
- Click "Buy" on the popup
- The membership will be added to the client's cart and they will be redirected to the Checkout page. The membership information such as membership name, pet's name, billing frequency, start date, end date, and price will be displayed for review
- Next, enter their card details if the card is not already saved and select the “Complete Purchase” button
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