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How To Create A Membership Scheme

Set up membership schemes where your customers can subscribe for a monthly fee to get exclusive discounts.

Written by Alan Wong

To get started, head to ‘Business Boosters’ -> ‘Memberships’ -> click ‘Add a Membership’.

Give your membership a:
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  • Name
    The name of the membership, this will show publicly to customers.
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  • Price per month
    The price your customers will pay each month.
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  • Description
    A description of the membership. We recommend including a summary of all of the benefits, as well as the cancellation policy.
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When your membership has been created, it’s time to add some benefits. Click the green ‘Add Benefit’ button to get started.
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Then, set up your benefits in the same way you would set up a discount. You can choose to:

  • Reduce the price by a fixed amount or a percentage

  • Limit the number of uses per month

  • Restrict the discount to only work on certain days/times of the week

  • Restrict the benefit to only work in certain shops or with certain members of staff

  • Set the discount to only apply certain services.
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Note: When a membership is active, clients will receive the benefits for appointments booked on any dates, not just within the membership period.

You can add multiple benefits to a membership scheme, so for example you could offer 10% off Service A and £5 off Service B on the same scheme.

Tip: If more than one discount/premium or membership benefit would apply to a booking, the one that gives the lowest price to the customer will be selected. For example, if a premium of 10% and a membership benefit with a discount of 30% both apply, the 30% discount will be applied and the premium will be ignored.

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