⚠️ A membership cannot be created without any products (your treatments). Before creating a membership, please ensure that you have already created a couple treatments inside of the Products section.
Log into your Admin Dashboard.
Click on 'App Builder' tab on the left menu on your screen.
Click on 'Memberships'
Click on 'Create a new membership'.
The Basics
Input a Membership name
Set the price per month (monthly fee)
Please note, you cannot collect any initial form of payment up front or offer for patients to pay in full at this time.
Upload a membership image.
Write out the Membership description
Explain the high-level benefits and any potential disclaimers of this particular membership
(Optional) Set a minimum commitment period
We recommend keeping this between 3 and 6 months for best results!
This image will populate on both Membership carousels (home and shop screens) as well as Membership list and individual Membership screen.
Membership benefits
A membership benefit are the discounts that are applicable with this particular membership.
💡Setting these up will be what creates the backend calculations your non-members will see and your enrolled members will pay.
Click on 'Add membership benefits'
Give it a short description, for example: "15% off all services"
Select whether the availability is In-App or In-Office.
Select 'in-App' to make this membership benefit to be redeemable on the app
Only select 'In-Office' when the benefit is connected to something you cannot purchase from your app. Example: 15% off all retail and skincare products in-office
Select discount type as percentage, £ amount off, or free service from your shop
It's popular to use £ off for tox services since the price is typically significantly lower than the rest of your service offering.
Example: £2 off per unit of toxin
Enter the discount amount or the name of the free service in the box following
Free services are not based on the purchase of something else or a £ threshold. It is simply a free service versus a discounted one.
Set up the includes and excludes to determine what this discount will apply to in your Shop
Click 'Include' when you want to include less than you want to exclude
For a discount towards facial services, you'd select the specific facial services from your list and it will automatically know to exclude every other treatment from that discount/ benefit
Click 'Exclude' when you want to to exclude less than you want to include
For a 15% off discount of all services, you wouldn't typically want this to apply to your toxin. You would just use exclude and select all toxin services to ensure they are not receiving this discount/ benefit.
Click 'Add membership benefit', to create an additional Membership benefit if needed
If you wish to include something you offer in your practice (retail, skincare, etc), click 'Select a treatment, and '+ Create a new treatment' at the top of the list. Fill out the relevant information and click 'Save and add to membership treatments' when complete
This will not create a new treatment in your shop--this is only tied to this Membership and can only be redeemed in your practice
Once complete, click 'Save and add to membership' at the bottom right of your screen to return to the main membership build screen
Included Products
Included treatments are the redeemables you want your enrolled members to receive every month. They are the main services to be claimed every month in your membership offering.
In-app examples:
Enrolled member account screen | When clicking on 'Your have 2 treatments available' |
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First decide whether or not you'd like Treatments to rollover for your Members
'Treatment rollovers' are whether or not you'd like monthly redeemable treatment to expire or stack on top of one another after the month ends. This means that if the treatment isn't redeemed on any given month, it will 'rollover' into the next month.
Set up the includes and excludes
Click 'Save and add to membership'.