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Adding membership benefits to a membership
Adding membership benefits to a membership
Updated over 9 months ago

What is a Membership Benefit?

This is how you will set up the discounts that apply to this particular membership. Setting these up will be what creates the backend calculations your non-members will see and your enrolled members will pay.


In-app examples of set-up Membership benefits

Non-members

Enrolled members

They will receive an incentive for joining a membership and can enjoy discounts on their future in-app purchases.

Will consistently enjoy savings and receive added incentives to upgrade, allowing for even more savings, especially for those on the lower or middle tier of a tiered membership program.

  • Click 'Add a Membership benefit' at the bottom of your membership build screen

  • Name your membership benefit (i.e. 15% off all services)

  • Select in-app to make this membership benefit to be applicable to in-app purchases

💡Pro tip:

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, dollar amount off, or free service from your shop

*This does not support BOGO incentives. *

  • Enter the amount in the box below
    *If you selected 'Free service' start typing the service

💡Pro tip:

It's popular to use dollar off for tox services since the price is typically significantly lower than the rest of your service offering.

Example: You can create a discount that is $2 off your Tox

  • Includes and excludes determines what this discount will apply to in your Shop

  • Use 'Include' when you want a specific treatment to receive this discount

    • 25% towards any purchase of a HydraFacial

      • You would only select the HydraFacial treatments from your list and it will automatically know to exclude every other treatment from that discount/ benefit

    • $2 off Tox and Filler

      • You would select the tox and filler from your list and it will automatically know to exclude all over treatments from that discount/benefit

  • Use 'Exclude' when you want to to exclude less than you want to include

    • 15% off all services except for Toxin

      • You would just use exclude to select all the toxin services to ensure they are not receiving this discount/ benefit.

  • Once you click 'Add membership benefit', you can scroll down 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

  • To delete any of the treatments you included, use the trash can icon to the right of the name

  • Once you have added all the treatments you want to offer, click 'Save and add to Membership'

  • Once you have completed the creation of all of your Membership benefits, click 'Save and add to membership' in the bottom right of your screen.


Video Walkthrough

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