Adding Memberships for Clients on Scheduler App

• The ability to add memberships from the client profile is governed by the "Accessing Memberships" access control permission.
• Staff can either process the payment immediately or add the membership to the client’s profile without collecting payment.
• By default, membership credits expire one year after issuance
• For indefinite memberships, a custom expiration period can be set in the membership template or on the client
• The ability to prevent staff from adding a membership without processing payment is governed by the "Prevent adding a membership to a client record without taking payment" hidden setting. This setting can only be enabled by the MyTime team. To activate it, please contact support@mytime.com. 
• Membership credits are applied using a First-In, First-Out (FIFO) method, so credits are deducted from the oldest active membership first.
• Once the "Membership Purchased" transactional automated message template is enabled, clients will automatically receive notifications when a membership is purchased, canceled, payment fails, is paused, or is suspended.
• Membership prices can differ by location or location group
• Clients can receive membership credits upfront, monthly, weekly, or bi-weekly
• Once the membership configuration is saved, you cannot edit the contract period or the billing frequency
• A membership is considered “used” once a ticket is saved or closed, the appointment or class is completed, or the scheduled appointment or class time has passed
• If a membership is deleted, you cannot create a new membership using the same name as the deleted membership. 

To add a membership for clients on their profile:

1. Log into the app. For detailed instructions, learn more here
2. After signing in, you will be directed to the Schedule by default
3. Tap the Clients icon at the bottom of the screen
4. Search for the client by typing their name in the Search field, or select the client from the client list
5. On the client’s profile, scroll to the Memberships Purchased section
6. Tap + Membership
7. Tap the Location field to select the correct location, then choose the desired membership
8. If the membership is configured for individual family members, the Member field will appear. By default, it displays the client’s name, but you can change it to a specific family member listed on the client’s profile.
9. To add the membership without processing payment immediately, tap Add at the top of the screen. The membership will now appear on the client’s profile.
10. To collect payment immediately, tap Take Payment
11. You will be directed to the POS screen
12. In the Commission field, select the staff member who sold the membership
13. Tap Pay, then close the ticket once payment is received