Products in Membership

In this article, we will cover products included in a membership.

Things to know:

• A product is eligible for sale to clients only if the "Sell to Clients (And Apply Taxes)" checkbox is selected in the edit product details interface in the inventory.
• You can only use the membership item credit to cover the price of products if the products were included in the membership configuration
• A membership is considered "used" once the ticket has been closed.
• Membership credits follow a first-in, first-out (FIFO) consumption method. This means that credits from the earliest purchased or added membership are used first when redeeming on a ticket.
  
• If the price of an item covered by a membership is $0, the membership will not apply to the item unless the "Should Generate Bundle Purchase Usage For Items With Price $0" hidden setting is enabled 
• A staff member is eligible for commission on a product sale if the "Commission Eligible" checkbox is selected in the edit product details interface in the inventory
• For products covered by a membership, the commission can be calculated based on either the regular retail price or the internal price specified in the membership template.
• The membership’s validity is based on the local time zone of the location. It remains active from the time of purchase until 11:59 PM local time on the expiration date.
• The membership badge will not be visible in POS for membership that have been fully used
  
• Membership balances are viewable in the client's profile.
• The Membership Item Credit report will display all usage and balance information for membership item credits by client. Learn more here.
• Membership items credits will be applied to the cheapest eligible product on a ticket. For example, if checking out multiple eligible products in POS while the client has only one membership credit, the credit will be applied to the cheapest product on the ticket. 

Contents

• Products in Membership
• Viewing Membership Credit Balance on Client Profile

Products in Membership

To purchase a product in membership: 

1. Go to POS > New Ticket 

2. Add a client who purchased a membership to the ticket 

3. Select a product from the Product tab (ensure the product is qualified to be paid for using a membership)

4. When the product is added to the ticket, the "Membership" label will appear in the price field

5. At the bottom of the screen, select "Close Ticket."

A closed ticket confirmation will be displayed at the top of the screen.

Once the ticket is closed, the package count on the client profile will decrease.

Viewing Membership Credit Balance on Client Profile

You can view the membership credit balance on the client profile in the membership audit trail or via the "View Details" hyperlink.

To view the membership credit balance on a client profile via the membership audit trail, follow these steps:

1. Open the client's profile that you want to view
2. Navigate to the "Membership" section
3. Select the desired membership.
4. Click the Audit Trail hyperlink
5. The membership audit trail displays the date and time, the ticket to which the membership was applied, and the remaining credit balance of the membership.

To view the membership credit balance via the "View Details" hyperlink, follow these steps: 

1. Click on the "View Details" hyperlink located below the item credit balance.
2. The "Item Credit" modal will appear, displaying:
   • Bucket and credit number
   • Configured membership items
   • Date membership was added
   • Expiration date
   • Remaining membership credits balance

For more information, contact us at support@mytime.com or (385) 233-6964.