Memberships allow you to add discounts to multiple services, classes, and products at once. You can also offer discounts based on a set number of visits as well as set specific auto-renew options, which allow you to charge clients automatically based on the charge frequency you set.
When selling a membership on the checkout screen, you can change the price to offer it at a lower cost. You also can select a new payment date and enable or disable the auto-renew option.
Note
To sell and redeem memberships, you must first create them. See Create a New Membership.
Important
When a renewing membership payment fails, Vagaro will attempt to retry the customer's card two times after the initial failure.
Sunday: Renewal fails. Membership status changes to "inactive," and the customer can't use their membership visits.
Tuesday: Vagaro attempts to charge their card again. If the payment goes through successfully, the membership status changes to "active." If the transaction fails on Tuesday, the membership will remain "inactive."
Friday: Vagaro attempts to charge the card again. If it fails, the membership will remain inactive until manually reactivated by the business.
Jump to the Redeem Membership Benefits section.
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Click Checkout and select a customer (from the In Today or All Customers tab.)
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Click Membership.
The Membership screen has several sections. Provide the information as needed:
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If you use membership cards, enter or scan the card ID.
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Select the membership to sell.
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Change the Charge Frequency or keep the default for this membership.
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Change the Price or 1st Payment Date.
Reward Points cannot be edited.
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Toggle Auto Renew on or off.
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Change or set the Auto Renew Limit (how many times this membership will renew.)
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Enable Carry Balance Forward to let customers carry unused membership visits into the next billing cycle.
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If you want to give the customer a discount at the start of their membership, set Discount Initial Payments to give a discount in dollars or as a percentage and set the number of billing cycles to discount.
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If the customer has people already on a Family & Friends Sharing list, their names will display as buttons. Blue indicates a list member who's been selected to share this membership. Names on gray buttons have not been selected. Click the button to add or remove people who can share this membership.
You can also add new Family & Friends to the customer's account by clicking the link.
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Click Next when you've set up the membership.
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If Auto Renew is configured, you'll see a pop-up screen for credit card processing.
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If they have a card on file, you can use it or enter a new payment method:
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If there's no card on file, or you want to add a new one:
Note
Billing Address is required when entering credit card information. Start typing in the address and the system will offer verified address suggestions to select from.
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The membership has been added to the customer's profile. You also can see it when you select the customer on the Checkout screen.
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Finish adding the membership by completing the Checkout process.
Important
If your Vagaro employee account has a limit set on the discounts you can offer (either by price or percent) when you click Checkout, you'll see an Approval Required dialog pop up.
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Click Next.
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Select an employee with the access level to approve your discount and have them log in to approve the discount.
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When they click Approve, the transaction can be completed.
See Limit Employee Ability to Change Prices and Discounts for complete information on configuring employee limits and the checkout approval process.
To use membership benefits at checkout, follow these steps:
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Go to Checkout and select a customer (from the In Today or All Customers tab.)
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Add a service to the shopping cart that's included in the customer's Membership.
It will show the Membership icon in the Use Points column.
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If the customer doesn't want to use the membership benefit for this visit, click the Membership icon to change:
Click Not This Time to cancel using the membership for this visit.
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Finish the checkout process.
Comments
11 comments
Is there a payment form that we need to have a client sign off on for this for legal purposes?
THANK GOD! Will a notification pop up if their payment bounces? Will it automatically try to draw again the next business day?
Thanks for including this feature. We had been using Customized Vagaro Services to keep track of Memberships. We will be testing this feature for few of our members next month to see how it goes. Here are some concerns:
As Corinne Bracko,asked we would need to get a signed consent (paper form) from the client's in order to authorize the credit card auto payments mostly for legal purposes. We have created our own membership form and have been using it.
Is it possible to send out an email notification once the client signs up for the Membership? This should be a system generated email.
If for some reason credit card transaction does not go through then will the system notify the business owner?
Can we sent out automated emails to the members if their credit card is expiring before the next auto payment date?
I will certainly send some more feedback after our test run.
Thanks,
Chetan
Will there be a manual credit card charge option in the future so we can manually charge in another merchant account (example: Square)?
If you give points for a Membership, do the points get applied each time the customer is billed or only when the membership is activated?
I would like to know the answers to all of these questions as well. Does Vagaro not respond to these questions?
Can anyone from Vagaro please answer these questions?
I would love to know the answers to this as well. Also, can you create a way to select the services for the membership?
For example... membership includes 1 brazilian was, either an upper lip, underarm or brazilian touch up, 10% off facials....when they go to check out it is a zero balance - very easy to make a mistake and not charge clients for services.
Maybe a column for what is free and what is discounted... and maybe a way to track if it's their second time in so they get charged for it... I feel like this has too much room for error right now.
I would like a fixed amount option as opposed to just a percentage. Is that possible?
Just wondering whats the point in posting if no one from Vagaro is going to answer, only signed up today it puts me off the company knowing that they don't respond. I can't even find this option on my account, simply not there.
Hello Sandra,
The reason why you do not see the Membership function is because your business is located outside of the US. We currently do not have merchant services outside of the US, which is required for that function to work. As such, we will continue to hide that function until merchant services is available to your country and this function becomes viable.
As for the response to Chetan Gadkari:
1) Creating a function for forms is a major project that we are looking at. We currently intend to incorporate a few functions regarding this. This will include SOAP notes and the ability to store images, photos, etc.
2) There is not a direct way to send automated or mass emails out to clients by membership. The only work around I can think of for this is to put general tags onto your members and use the general tag function for your email marketing. I will be moving something up directly to our development team to see if we can expand upon our existing filters to include these filters.
3) The business and the client are notified by email if the membership fails. Like our software, the client is given a 7 day grace period to resolve this with the business.
4) We will not be able to do things like display the expiration date, but we are currently working with the banks to get a system that will automatically update a card's expiration.
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