Build a Membership in Admin Panel
Quick links to different Smart Benefits:
Skip to full video walkthrough, click here.
Log into your Admin Dashboard
Click on the ‘App Builder’ tab on the left-side of your screen
Click ‘Memberships'
Click the*green lightning bolt button or ‘Quick Actions’ menu on the upper right-hand side of your screen and select ‘Add Membership’
The Basics
Input a Membership name
If you have multiple locations, please select the location(s) this Membership is available to
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.
(Optional) Set a minimum commitment period
If you wish to set a commitment length, click the toggle so it's green. A box will appear to the right of the toggle for you to input the minimum # of months this membership requires
We recommend keeping this between 3 and 6 months for best results!
Click into the grey box labeled 'Browse files or drag here to upload' to upload a membership image
This image will populate on both Membership carousels (home and shop screens) as well as Membership list and individual Membership screen.
Write out the Membership description
Explain the high-level benefits and any potential disclaimers of this particular membership
Setting up Smart Benefits: bonuses, discounts, and redeemables.
Sign-up bonus
A sign-up bonus is an additional treatment(s) they will receive as an incentive for enrolling in this Membership and is completely optional.
💡Sign-up bonuses are redeemable upon sign up and do not expire UNLESS they cancel the membership prior to using them
In-app examples:
Shop membership page | Shop list view | Member's account view |
Click '+ Add your sign-up bonus'
Input the bonus description
Decide if you want to offer multiple service types (include all) or have the patient decide from a list (choose from)
If choose from is selected, you will then set how many of the treatments they can choose from your list
Type in the name of your treatment and select it from the list
Input the number of quantities the patient will receive of that treatment
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
To delete any of the treatments you included, use the trash can icon to the right of the qty
Once you have added all the treatments you want to offer, click 'Save and add to Membership'
💡If set up alongside monthly redeemables, these services will stack.
Video walkthrough: adding a sign-up bonus to a membership
Add 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.
In-app examples:
Non-membersWill be incentivized to enroll in a membership to save on their future in-app purchases. | Enrolled membersWill save and always see how much they are saving as an enrolled member further driving value to your membership program. |
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Click ' Add a Membership benefit'
You will be prompted to create another Membership benefit after you hit "Save"
Type in a name your membership benefit (i.e. 15% of all services)
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, dollar amount off, or free service from your shop
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: $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
Video walkthrough: adding membership benefits or discounts to a membership
Included treatments
Included treatments are the redeemables you want your enrolled members to receive at the cadence in which you want them to receive them.
In-app examples:
Membership shop screen | Enrolled member account screen |
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First decide whether or not you'd like Treatments to rollover for your Members
You cannot set up by individual Treatment group
"Treatment options groups" are Treatments that can be offered at a specific timeframe within their membership and stack on top of one another once they start.
Continue reading if you'd like to setup an incentive milestone
Type in the # of months for when this list of Treatments will become available to the member
If you select at sign-up, this will be the set of treatments they can redeem monthly as an enrolled member
You can also set up a treatment group to be "unlocked" after a certain amount of months. Once they unlock that treatment group, they will continue to have access to that list of redeemables on top of their monthly redeemables for the remainder of their membership
Decide if you want to offer multiple service types (include all) or have the patient decide from a list (choose from)
If 'choose from' is selected, you will then set how many of the treatments they can choose from a list
Best practice is to always offer treatments that are approx. the same cost as the monthly fee of the membership
Type in the name of your treatment to select it from the list and input the number of quantities the patient will receive of that treatment
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
To delete any of the treatments you included, use the trash can icon to the right of the qty
Once you have added all the treatments you want to offer, click 'Save and add to Membership' at the bottom right of your screen
Video walkthrough: adding included treatments to a membership
(Optional) Milestone bonuses
A redeemable that will unlock after a member has been enrolled for a certain period of time. Think of this as a way to thank them for their loyalty.
💡Milestone bonuses are redeemable upon sign up and do not expire UNLESS they cancel the membership prior to using them
Shop Membership Page | Member's Account View |
Click '+ Add milestone bonuses'
Input the bonus description
Designate when you'd like these options to become available to your members
Decide if you want to offer multiple service types (include all) or have the patient decide from a list (choose from)
If choose from is selected, you will then set how many of the treatments they can choose from your list
Type in the name of your treatment to select it from the list and input the number of quantities the patient will receive of that treatment
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
(Optional) Click '+Add another treatment' to create an additional milestone bonus
To delete any of the treatments you included, use the trash can icon to the right of the qty
Once you have added all the treatments you want to offer, click 'Save and add to Membership' in bottom right of your screen
Video Walkthrough: adding milestone bonuses to a membership
Video walkthrough: build a Membership - full
Click here if you wish to learn about making edits to an existing Membership