How to Use Memberships
Creating a Membership Plan
Navigate to Memberships
From the main dashboard, select "Marketing" → "Membership Plans"
Or use the search to find "Memberships"
Create New Plan
Click the "New Membership" button
Fill in the required information:
Name: A descriptive name for your membership (e.g., "Gold Package", "Monthly Hair Care")
Description: Details about what the membership includes
Price: The cost in your selected currency
Validity: How long the membership lasts
1 Month, 3 Months, 6 Months, 9 Months, or 1 Year
Free Services: Add services included in the membership
Configure Free Services
Toggle the "Free Services" switch to enable
Click "Add Another Free Service" for multiple service types
For each service:
Select Services: Choose which services are included
Sessions: Set the number of sessions available
Enter a number for limited sessions
Select "Unlimited" for unlimited access
Frequency: How often sessions refresh
Total: All sessions available for entire validity
Per Month: Sessions refresh each month
Per Week: Sessions refresh each week
Per Quarter: Sessions refresh every 3 months
Session Earnings: Track the value of each session for reports
Add Terms and Conditions
Enter any rules or policies for the membership
This will be visible to customers
Save the Plan
Click "Save" to create the membership
The plan will appear in your membership list
Selling a Membership to a Customer
Start from Sell Screen
Navigate to "Sell" → Select "Membership"
Or go to a customer profile and select "Sell Membership"
Select Membership Plan
Choose from your active membership plans
Review the plan details and benefits
Confirm Sale Details
Select the customer (if not already selected)
Set the Start Date (defaults to today)
The Expiry Date will auto-calculate based on validity
Select who sold the membership
Complete Payment
Proceed to payment processing
Select payment method
Confirm VAT settings if applicable
Confirmation
Membership is created and active
Coupons are automatically generated based on benefits
Customer can now use their membership
Viewing Membership Details
View Plan Details
Click on any membership card from the main list
See:
Price and validity
Included benefits
Terms and conditions
Creation date
View Customers with this Plan
Scroll to "Members" section
See all customers who purchased this plan
View their membership status and usage
Search by customer name
View Activity Logs
Scroll to "Activity Log" section
See all transactions and usage:
When memberships were sold
When sessions were used
Status changes (pause, cancel, extend)
Managing Customer Memberships
View Individual Customer Membership
Click on a customer from the "Members" list
See their membership details:
Plan name and status
Purchase and expiry dates
Number of sessions used
Extend Membership
Click "Extend Membership" button
Select extension duration (1 month, 3 months, etc.)
See new expiry date calculated
Confirm to extend
New coupons generated for extension period
Pause Membership
Click "Pause Membership"
Confirm the action
Membership status changes to "Paused"
Customers cannot use paused memberships
Resume Membership
Click "Resume Membership"
Confirm the action
Membership returns to "Active" status
Customers can use the membership again
Cancel Membership
Click "Cancel Membership"
Read the warning message
Confirm cancellation
Membership becomes "Cancelled"
Cannot be reactivated - customer must renew
Renew Expired Membership
For expired memberships, click "Renew Plan"
Proceed through sell flow
Creates new membership instance
Managing Membership Plans
Pause a Plan
Click "Options" on the membership card
Select "Pause"
The plan cannot be sold to new customers
Existing customers keep their memberships
Resume a Plan
Click "Options" on the membership card
Select "Resume"
Plan becomes available for new sales
Delete a Plan
Click "Options" on the membership card
Select "Delete"
Important: Can only delete if no active customers
Deletion is permanent (soft delete)