In Online Appointment Rules, you can specify which memberships or packages are required for booking appointments. If a customer does not have the membership or package required, the following popup will appear.
Prerequisites: This feature requires Credit Card Processing, Online Shopping Cart, and that you set up at least one membership or package.
To require a membership or package:
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Go to Online Appointment Rules:
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Phone: Select → → .
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Computer, Tablet, Pay Desk, or PayPro: Select → .
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Under Booking, scroll down and toggle Membership or Package Required to Book. More options will appear.
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Open the Memberships or Packages Required to Book list, then select the memberships and/or packages to be required.
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Open the Membership/Package Holders Can Only Book list, then select the services or classes you want to apply this setting to.
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Select Save.
Customers without their own membership or package can no longer book with you. Even if you normally allow customers to share a membership or package, friends and family will each need to purchase their own in order to book. Shared memberships and packages can't be used for booking.
Note
If you don't have the Online Shopping Cart feature turned on, customers can still book without a package. You must have this activated to block customers.
Comments
6 comments
Can this be used for new customers to require a consultation be booked for or with their first appointment?
Hi Marlene, this depends on how your business is set up. Do you want to require a membership for your other services?
I've done this and it doesn't seem to be working.
Hi Ross, I tested this functionality at your business, and I'm seeing that it's not working as well. I created a ticket for you and an agent will contact you to resolve.
Thanks,
Jamie
I tried setting this up for two different memberships and two separate packages and none of them are working.
Hi Tawnya, I checked your account, and the setting is working as intended. The item will still show up on your menu and will have available timeslots, but when I go to book a timeslot, I am prompted to purchase the package to continue.
Thanks, Jamie
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