Adding Memberships for Clients on Client Profile

Modified on Wed, 10 Dec at 9:57 AM

In this article, we will guide you through the steps to add a membership to client profiles.

Things to Know:

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
There is a hidden setting that prevents staff from adding a membership without processing payment. 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. Go to the Clients tab

2. Filter by the desired location and labels

3. You can enter the name, phone number or email of the client in the 'Search Client' field

4. Select the client's name to open their profile

5. On the client's profile, navigate to the 'Membership' section

6. Select the 'Add Membership' hyperlink or the '+' icon

7. In the 'Add Membership' modal, select the location from the purchase location dropdown menu

8. Select the desired membership from the 'Membership' dropdown

9. If the membership is configured for individual family members, the 'Membership Owner' option will appear. From the dropdown menu, select the owner, who can be either the client or a family member

10. If you don't want to process payment for the membership, click the 'Save' button. Once saved, the membership will be added to the client's profile

11. To process payment for the membership, click the 'Take Payment' button