Build customer loyalty by offering memberships for your services, classes, and the products that you sell. Unlike packages, which only allow customers to purchase multiple services, classes, and products as a single item, offering memberships affords discounts for services, classes, and products, as well as provide another payment option at checkout. Once created, memberships can be sold from the Checkout screen, the Vagaro Check-in App, your Vagaro Listing Page, and your MySite. Customers can have more than one membership, as long as they are all different and renewed on time.
The discounts you offer can be set to reduce the cost of your offerings by a percentage or cash amount. You can also set up auto-renewal to automatically charge clients to renew their membership without interaction. If the membership allows discounts for a limited number of visits or purchasable items, the discounts will no longer apply once that limit has been reached, and the cost of each product will revert to the original price.
Prerequisites: This feature is available for all Vagaro businesses on the web, tablet, Pay Desk, and PayPro. Optionally, Credit Card Processing is required to set up auto-renewing memberships.
To add a new membership:
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Go to → → .
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Select New Membership.
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Provide the following information for the membership:
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Membership Name: Enter a name for the membership.
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Description: Enter a description for the membership that explains what the membership is for and the discounts or perks that it provides.
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Price: Enter the cost of the membership to purchase. If Price (with Tax) is enabled, the price will be automatically calculated and shown.
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Tax : Optionally, select a tax rate to apply to the purchase of the membership.
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Price (with Tax): Enter the price of the membership with tax included. The Price will automatically be calculated and shown. To view or hide this field, go to the Taxes & Checkout screen and toggle the Included Tax in Online Pricing setting.
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Reward Points: Optionally, if your business has a loyalty program, enter the number of points customers will earn for purchasing the membership.
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Charge Frequency: Select how often customers will have to pay to keep the membership active or to automatically renew it.
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Select the options for the membership.
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Auto Renew: Whether the membership will be automatically renewed without customer interaction after the billing period ends, based on Charge Frequency. You can also specify an Auto Renew Limit and choose whether to Carry Balance Forward if there are any unused visits at the end of the billing period. This setting requires Credit Card Processing.
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Discount Initial Payments: Whether customers can purchase the membership at a lower price or for a specific number of billing cycles, after which the full price will be charged. Enter the Discount as a monetary amount ($/£) or percentage (%), and optionally enter the number of Billing Cycles that the discount will apply to.
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Show Membership Online: Whether to show the membership on your Vagaro Listing Page and booking widget. You can also choose whether to Suggest as Upsell When Booking a Participating Service or Class to recommend other services, classes, products, and add-ons that customers can also purchase with the membership.
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Allow Membership Discount on top of Daily Deals: Whether the membership discount can be used in addition to the discounts already offered in your Daily Deal for services, classes, or products. Allowing this discount may result in a very large discount.
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Allow Membership Discount on top of Other Discounts: Whether the membership discount can be applied in addition to other promo code discounts in-house and on your Vagaro Listing Page.
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Allow Membership to be Shared with Family and Friends: Whether a customer's specified friends and family are also allowed to use the membership.
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Relationship: How the friend or family is related to the member.
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Maximum Number of Family & Friends: How many friends or family members in a customer's Family or Friends lists who can also use this membership. Up to 10 additional users can be allowed per membership.
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Add the services, classes, add-ons, and/or products that the membership can be used for.
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Select Save.
Note
If you did not toggle any settings to allow any discounts, a popup will ask if you want to add the membership without setting a discount. For example, customers may purchase a membership as proof that they belong to a club or group that your business hosts.
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Optionally, to change the order that the membership appears on the screen, select the Change Order button, select the membership to move, then select the Up
and Down
buttons to change its order.
To add services and classes to a membership:
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Go to → → .
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Add a new membership or edit an existing one, then scroll to the bottom of the screen.
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On the Services/Classes tab, select Add.
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In the Select Services or Classes or Add-Ons popup, choose the items to include in the membership, then select Add, or select Create Group to add all items to create a discount
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Optionally, group multiple services, classes, and add-ons into one line item, so that all items in the group have the same discount and number of visits, instead of setting up individual items.
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If you've already added items, select the checkbox for each item to add to the group, select Group, then select Group in the confirmation popup.
Alternatively, select Add to include all items or update the list, and then select Group. The items are combined into one row.
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Specify the discount.
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Discount: Enter a monetary amount ($/£) or percentage (%), or leave the box blank to offer the service or class for free.
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Visits: Enter the number of Visits that the membership can be used for, leave the box blank to allow unlimited visits.
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To update the items in a group, select any of the group's items, modify your choices, then select Create Group.
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To separate a group and show items individually, select the group's checkbox, select Ungroup, then select Ungroup in the confirmation popup. All items will appear in their own line with the same discounts and visits.
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To remove a group, select the group's checkbox, then select Delete. Select Delete in the confirmation popup.
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Optionally, add a discount or limit the number of visits for the membership:
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Discount: Enter a monetary amount ($/£) or percentage (%), or leave the box blank to offer the service or class for free.
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Visits: Enter the number of Visits that the membership can be used for, leave the box blank to allow unlimited visits.
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Update any other details or settings for the membership as required.
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Select Save.
To add products to a membership:
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Go to → → .
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Add a new membership or edit an existing one, then scroll to the bottom of the screen.
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On the Products tab, select Add Product.
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In the popup, choose the products for the membership, then select Add.
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Optionally, add a discount or limit the quantity of products that can be purchased with the membership:
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Discount: Enter a monetary amount ($/£) or percentage (%), or leave the box blank to offer the product for free.
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Quantity: Enter how many items of that product that customers can purchase with the membership, or leave the box blank to allow unlimited purchases.
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Optionally, group multiple products into one line item, so that all items in the group have the same discount and quantity, instead of setting up individual products.
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If you've already added products, select the checkbox for each product to add to the group. Alternatively, select Add to include all items and choose more.
Alternatively, select Add to include all items and choose more.
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Select Create Group. The products are combined into a single line.
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Specify the discount.
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Discount: Enter a monetary amount ($/£) or percentage (%), or leave the box blank to offer the product for free.
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Quantity: Enter how many items of that product that customers can purchase with the membership, or leave the box blank to allow unlimited purchases.
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To update the products in a group, select any of the group's items, modify your choices, then select Create Group.
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To separate a group and show items individually, select the group's checkbox, select Ungroup, then select Ungroup in the confirmation popup. All items will appear in their own line with the same discounts and quantities.
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To remove a group, select the group's checkbox, then select Delete. Select Delete in the confirmation popup.
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Update any other details or settings for the membership as required.
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Select Save.
If you are creating a new membership with settings and benefits similar to another one, you can copy the existing membership and then modify the settings of the new one.
To duplicate a membership:
To export a list of all the memberships your business offers in Excel format, or to print out the list:
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Go to → → .
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To export the list of your memberships, in the top-right corner, select the Download
icon.
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To print a list of your memberships, in the top-right corner, select the Print
icon.
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