Customers can share their memberships with people and pets on their Family & Friends list. These members can be selected when a customer purchases it at checkout, or the customer can choose and update their list after the purchase. You can also view and update your customers' memberships in the Memberships report.
Allowing memberships to be shared by a customer's friends and family grants permission for those members to view, book, and pay for those members' appointments and receive that customer's appointment notifications. Customers with dependents and caregivers can share their credit cards on file (if applicable)and allow Vagaro calendar and appointment notifications to be shared with those members.
Tip
Vagaro offers custom membership cards for purchase from the Vagaro Online Store.
Prerequisites: This feature is available for all Vagaro businesses. At least one membership must have already been created.
Customers can share their memberships only if the membership was set up to allow sharing, or else members of a customers' list will not be able to use the membership's benefits. Customers can then choose specifically which people to share their memberships with at checkout or afterward.
Creating and editing memberships can only be performed on the web, tablet, Pay Desk, or PayPro.
To allow a membership to be shared:
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Go to → → .
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Scroll down to the Allow Membership to be Shared with Family and Friends setting and toggle it on.
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Select the Relationship types that can use this membership, and the Maximum Number of Family & Friends (up to 10). For Child members, specify the Age Range using the slider.
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Update or add any other information or settings for the membership as needed, then select Save.
When customers purchase a membership that allows sharing with their friends and family, the employee checking out the customer can add select the requested members the customer's list, or the customer can add those members themselves in their customer profile after the purchase.
To select a customer's friends and family to add to their list when checking out a membership:
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On the Checkout screen, select a customer.
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Add the membership to the customer's shopping cart.
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On a Phone: At the top of the screen, select Shopping Cart, select Add Item, then select Membership.
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On a tablet, Pay Desk, or PayPro: At the bottom of the screen, select Membership.
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Enter the Membership #, or Scan the physical membership card, then select Next.
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In the Membership list, select a membership. The membership's details will automatically be filled out.
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Enter the membership's details.
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Scroll down to Family & Friends Sharing, then select Select up to (#) Family & Friends to add who to share the membership with.
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If the customer already has members added to their Family & Friends list, select or unselect their names. Selected members' names will be highlighted and have a checkmark.
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If you need to add a new member to the list, select Add in the top-right corner of the screen, then enter the member's information.
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In the top-left corner of the screen, select the Back button to return to the membership's details, then add the membership to the shopping cart.
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If Auto Renew is turned off, select Add Membership.
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If Auto Renew is turned on, select Next, then select or enter a card on file. Renewing memberships must have a card on file.
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Take payment for the membership and check out the customer.
To select a customer's friends and family to add to their list when checking out a membership:
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On the Checkout screen, select a customer.
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At the bottom of the screen, select Membership.
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Enter or scan a unique Membership Card ID.
Tip
Vagaro offers custom membership cards for purchase from the Vagaro Online Store.
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In the Membership list, select a membership. The membership's details will automatically be filled out.
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Scroll down to Family & Friends Sharing, then select Select up to (#) Family & Friends to add who to share the membership with.
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If the customer already has members added to their Family & Friends list, select or unselect their names. Selected members' names will highlighted in blue, while unselected ones will remain grey.
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If you need to add a new member to the list, select Add & Family Friends, then enter the member's information.
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Add the membership to the cart.
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Take payment for the membership and check out the customer.
Adding someone to a customer's Friends & Family list does not automatically share it with those people. If an employee didn't add those members to to the customer's list at checkout, then the customer will have to add them in their customer profile. Only the customer who purchased the membership can add and remove who the membership is shared with.
Editing memberships can only be performed on the web.
To add or remove family and friends:
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Go to Customers.
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Select the customer's profile.
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Select the Memberships tab. Any memberships that the customer belongs to are listed.
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At the end of the row of the shared membership to update, as indicated with the Shared
icon in the Membership column, select the Action
menu, then select Edit Membership.
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In the popup, select or unselect the members in the Family & Friends Sharing section, or select Add Family & Friends to add another member.
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Select Save.
The activity of a shared membership can be viewed in the customer profile of each member of the purchaser's Family & Friend list.
To view the usage history of a customer's shared membership:
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Go to Customers.
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Select the customer's profile.
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Select the Memberships tab. Any memberships that the customer belongs to are listed in separate cards.
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To see who purchased the membership and who it's shared with, select the Sharing
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To see the activity that has occurred on the membership, select the card, then select History.
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To view the membership's benefits and original balance at purchase:
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Select the membership.
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At the top of the screen, select Starting Balance. A summary of the benefits are shown.
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Select a benefit to see its details.
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To view the usage history of a customer's shared membership:
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Go to Customers.
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Select the customer's profile.
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Select the Memberships tab. Any memberships that the customer belongs to or others have shared with them are listed.
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To see who purchased the membership owner and who it's shared with, hover over the Sharing
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To see the activity that has occurred on the membership, do one of the following:
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In the membership's Current Balance column, select the blue text.
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At the end of the membership's row, select the Action
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To view the membership's benefits and original balance at purchase, select the blue text in the Starting Balance column.
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