Configure Memberships for Family Members

For accounts with family members activated, you can determine whether the membership benefits can be used by all members of a family, including the main client, or if each family member needs to have their own membership. In this article, we will guide you through the steps of configuring memberships for family members.

Things to know:

• The ability to create memberships is governed by the "Memberships" access control setting.
• Membership Configuration Options:
  
  • Individual Family Member: If selected, the membership benefits apply only to the pet for which the membership was purchased.
  • All Family Members: If selected, the membership benefits can be used by any family member on the client profile.
  • Value credits are not applicable for memberships configured for individual family members.
• The monthly recurring charges for family memberships will be billed to the main client's credit card on file.
• When purchasing a membership for a family member, if the client profile contains only one family member, that member is automatically included by default. However, you have the option to either select the main client from the member list or add a new family member.
• Memberships cannot be restricted to specific locations and are available across all locations.
• A membership is considered “used/ redeemed” after the ticket is closed OR after the appointment/class session has been completed OR after the appointment or class session time has passed, whichever comes first. 
• By default, membership credits do not apply to items with a $0 value. However, if the “Should generate bundle purchase usage for items with price $0” hidden setting is enabled, the item credit will be applied.
  
• Value credits can be restricted for use on specific products and services. 
• You can set a custom expiration for membership value and item credits on both the membership template and on the client's profile. However, if a custom expiration date is configured, the rollover option for membership credits will not be available, while memberships with the rollover credit option enabled will not display a hyperlink to customize a custom expiration date.
• Staff Commissions:
  • Membership Discounts: Staff commission can be calculated based on either the pre-discount or post-discount value. This depends on how the "Calculate Staff Commissions" setting is configured on the Membership Discount tab.
  • Membership Item Credits: Staff commission can be calculated using either the internal price defined on the Membership Credit tab or the regular retail price of the service, class, or product.
  • Learn more about how commissions are calculated for appointments, classes, and products covered by memberships here.

Contents

• Configure Membership for Individual Family Members
• Configure Membership for All Family Members 

Configure Membership for Individual Family Members

Log into your account:

1. Navigate to Business Setup > Memberships tab 
2. Select the location where you want the membership to be sold in the location filter  
3. Click on the +Add New Membership link  
4. Enter the Membership name
5. Enter all the membership details on the General Settings tab. Learn more here
6. Select Individual Family Member for the Valid For option
7. Add pricing, discounts, and item credits on the respective tabs
8. Publish Membership 

Once created, the membership can ONLY be used by the main client OR family member selected when the membership was purchased. 

Configure Membership for All Family Members 

1. Navigate to Business Setup > Memberships tab 
2. Select the location where you want the membership to be sold in the location filter  
3. Click on the +Add New Membership link  
4. Enter the Membership name
5. Enter all the membership details on the General Settings tab. Learn more here
6. Select All Family Members for the Valid For option
7. Add pricing, discounts, value credits and item credits on the respective tabs
8. Publish Membership 

Once created, the membership can be used by the main client AND all family members. The membership will not be tied to a specific owner. 

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

Related Articles:

• Selling Memberships for Family Members in POS 
• Adding Memberships for Family Members on Client Profile 
• Changing Associated Family Member on Existing Memberships