Build customer loyalty by offering memberships for your services, classes, and products. Unlike packages, which only allow customers to purchase multiple services, classes, and individual products at once, customers can apply membership discounts to reduce the cost of their purchase by a percentage or a 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, those discounts will no longer apply once that limit is reached, and the cost of each product will revert to the original price.
Depending on your settings, customers can buy your memberships in-house, in the Vagaro Check-In app, on your Vagaro Listing Page, and on your MySite. Customers can have more than one membership, as long as they are all different and renewed on time.
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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Select Settings
→ .
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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 to allow auto-renewal of the membership after the billing period ends. Also select the Charge Frequency to specify how often the membership will automatically renew, the maximum Auto Renew Limit, and whether to Carry Balance Forward if there are any unused visits or unpurchased products 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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Select Settings
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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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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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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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Select Settings
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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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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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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:
Comments
8 comments
Will memberships be able to be checked out and not repeat as long as the ‘Auto-Renew’ option is not selected? I.e. I set up a process to add a one-time Points addition since we use that for memberships, but don't want our memberships on this specific option to continually renew.
Hi Jake, as long as you do not turn on Auto-renew, a membership will not renew on the customer's end. You can then manually charge the customer for a new membership in-person or online whenever they want to renew.
Thanks.
How do you set a service discount as a dollar amount instead of a percentage? I don't see that as an option.
Hi Laura, memberships can only give a percentage-based discount, not a dollar amount.
Thanks, Jamie
If I choose to not put auto renew, and the customer has leftover visits at the end of the renewal period will those expire on the renewal date?
Hi Jonathan,
If you choose not to renew the customer’s membership, they won’t have a renewal date. However, I may be misunderstanding your question.
If auto-renew is turned on, the visits will expire at the end of the renewal period unless the Carry Balance Forward option is enabled in your membership settings.
Is there a way to add dollar amount credits to membership monthly in addition to percentage discounts?
Hi Heidi, there isn't currently an option to do this. If you'd like to see this feature added to Vagaro, I recommend submitting a feature request to our product team:
https://support.vagaro.com/hc/en-us/articles/360021060374
Thanks, Jamie
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