Appointments in Membership

In this article, we will discuss appointments covered by membership.

Things to know:

• When a client books an appointment with an applicable service, the membership is automatically applied. The appointment window will read "Available In Membership" beneath the service field 
• 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.
• If a membership is used to cover an appointment and then that appointment is marked as no-show or canceled, we will automatically credit the membership benefit
• The Membership Item Credit report will display all usage and balance information for membership item credits by client. Learn more here.
• The available in membership label will still be displayed on the appointment even when the appointment is marked as 'No-Show'
• Membership credits will not be deducted if the appointment is marked as a no-show.

Scheduling Appointments Covered by Membership

1. Navigate to the Schedule
2. Filter by the desired location
3. Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule
4. When the appointment modal opens:
   
   • You can search for an existing client using the search field or add a new client using the icon on the right-hand side
   • Add a duration, staff, and service  
5. Click "Save"
6. Before clicking "Save" to confirm an appointment with an applicable service, the membership is automatically applied. The appointment modal will show "Available in Membership" beneath the service field, and the membership label will appear below the client's name. This information will remain in the same locations once the appointment is booked.                                                                                                                                      

After the ticket is closed or the appointment time has passed, the label on the appointment modal will be updated to "Membership Used", and the membership count will be shown with the membership icon appearing on the appointment modal and appointment tile when viewing the schedule.

Appointment Modal:          

Appointment Tile:              

The item credit balance will be updated on future appointments and the Membership Credit report.

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