Membership Settings

Enable Members-Only Services

When enabled, this feature allows you to designate some or all of your services as bookable by members only. It is available exclusively for accounts with a membership subscription. For franchise businesses, this setting is managed at the parent level. Learn more here.

Allow freezing memberships?

Enabling this option activates the freeze feature. Once turned on, a freeze link will become visible on your clients' membership records. Learn more about freezing memberships here. 

Maximum freeze length per year X months 

You can put a cap on how long a freeze can be held.  

Should value credits be usable during the freeze period?

Allows the customer to pay for services/products with accrued credits from their membership even if it is frozen.

Should the membership contract be extended by freeze duration?

This setting works only if the freeze period is longer than one month (30 days) and only for annual memberships that have a contract end date. It will also extend credits for the period with which membership is extended.

Should item credits be usable during the freeze period?

Allows the customer to use accrued service/product/class credits from their membership even if it is frozen.

Should membership discounts apply during the freeze period?

Allows the customer to use the membership discounts even if the membership is frozen.

Should item credits be usable when membership is suspended (payment failed)?

Can the customer still receive membership item credits when their membership is suspended? Allows the customer to use accrued item credits from their membership even if it is suspended.

Should value credits be usable when membership is suspended (payment failed)? 

Can the customer still receive membership value credits when their membership is suspended? Allows the customer to use accrued value credits from their membership even if it is suspended.

How Many Times In A Month Should We Retry A Failed Payment For Membership?

This setting allows you to determine how many times per month a failed membership payment should be tried for the client.

Eg: If set to 2 tries and the client's membership charge date is March 20th, the charge will be tried on March 20th, and if it fails, then once more on March 21st. The membership charge will be tried again on the next month's charge date. However, if the setting "Initiate membership termination after X failed payments in a row" is set to a value then the membership will be terminated after that amount of failed charges. Learn more here.

Should failed payments from previous months be back charged?

This is applicable only after one month has passed from the first failed payment. It does not take into consideration manual retries of a charge made by staff from the Membership Payments report or client profile Reactivate button. It only considers automatic charges made by the system on the next charge date or custom charge date set for membership. For each month that passes, the amount to be paid is membership price x number of months that were unpaid.

When the setting is ON the membership will inherit the price set on the previous membership. 

When the setting is OFF the membership will inherit the price from the membership template. 

This setting is ON by default, but you can disable it at any time. Note that this only applies to price changes. Benefits if changed in the template will not be reflected on existing memberships.

Initiate membership termination after X failed payments in a row.

Should the membership contract be extended by suspension duration?

How long should value credits be valid after membership termination?  

This allows clients who cancel their membership to use their accrued value credits until the specified time frame. For example, if a duration of 10 days is entered and a client cancels their membership on December 1st, their value credits will remain usable until December 11th, 23:59:59 (in accordance with the business' timezone).

This allows clients who cancel their membership to use their accrued item credits until the specified time frame. For example, if a duration of 10 days is entered and a client cancels their membership on December 1st, their item credits will remain usable until December 11th, 23:59:59 (in accordance with the business' timezone).

This setting allows you to set the default billing date for all monthly memberships in the business. However, this default can be overridden on a client's profile, allowing their membership to be charged on a different day. 

If enabled, you will be able to enter as many cancellation reasons as you want. When canceling a membership, the added reasons will be provided in a list for you to choose from. Learn more here