Memberships allow you to seamlessly add discounts to multiple services, classes, and products at once. You can offer discounts based on a set number of visits and set specific auto-renew options, which allow you to charge clients automatically based on the charge frequency you set (this is only applicable to businesses in the United States).
If you choose to require auto-renewal, you can set the Auto-Renew Limit or the number of times you want to renew the membership. This gives you more flexibility and control and provides clients with more payment options.
In this article, we will go over the following:
Remember, once memberships are created, they can be sold across multiple platforms, including the Checkout screen, the Vagaro Check-in App, Online Booking Page, and Custom Website.
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.
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Click the Shopping Cart icon to open the Vagaro online store.
Note
You can also access the Vagaro online store from the membership page: → → . Click Order Now to get to the Vagaro Online Store.
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Scroll down until you come to the entries for Custom Plastic Membership Cards.
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Select a package size and how many of that size you want to order.
Package options are for 100, 250, 500, 1,000, 1,500, and 10,000 cards, and the price per card is based on the quantity.
See Vagaro Online Store for details on ordering Vagaro products.
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Navigate to → → and click New Membership.
The New Membership screen is broken into several sections.
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Enter a name for this membership and a description. Then enter the price, select a tax rate from the Tax drop-down menu, enter Reward Points, and select a Charge Frequency from the drop-down menu.
Charge Frequency: Choose how long the billing cycle will be.
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Toggle Auto Renew off or on (default is on) and then enter the Auto Renew Limit.
This lets you set the number of times the membership can renew, or you can set it to Unlimited.
Select Carry Balance Forward to let customers carry unused visits into the next billing cycle.
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To offer an initial discount, toggle Discount Initial Payments on (green).
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Set a discount either as a dollar amount or a percentage.
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Enter the number of Billing Cycles to apply the discount, or use Unlimited for a non-expiring discount.
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Toggle Show Membership Online On (green) to display the membership on your Vagaro website and widget.
If you toggle Show Membership Online to On (green,) the Suggest as Upsell When Booking a Participating Service or Class option will display. When toggled On, the Upsell feature will suggest Memberships to customers purchasing Services, Classes, Products, and Add-Ons attached to that membership.
Note
The image below displays what customers will see when they check out an item attached to a membership.
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Toggle Allow Membership Discount on top of Daily Deals on to allow membership discounts in addition to discounts offered in your daily deals for services, classes, or products.
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Toggle Allow Membership Discount on top of Other Discounts on to include the membership discount with any Preset or Promo Code discounts you're offering to your customers.
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Toggle Allow Membership to be Shared with Family & Friends on to let customers share their membership benefits with others.
You can select the types of relationships customers can share with and set a maximum number of Family & Friends to share with.
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Click the Services/Classes tab and then click Add.
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Select services or classes, and click Add.
We'll cover Grouping in a later section.
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Click Mass Edit in the Service tab to apply discounts to multiple services and classes at the same time.
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Select All Categories and All Services/Classes to add discounts to all the items, then enter the discount.
You can use a percentage discount or make the selected services or classes free, and select how many visits you'll grant the discount or make it unlimited.
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Click Apply when done with these discounts.
Use Grouping to combine multiple services and classes in a Membership to set a single discount and number of visits for the entire group. You can group specific items once you've added the services and classes to the memberships.
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Click on the checkbox corresponding to each item on the left side of the screen, then click Group.
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Confirm that you want to create the group.
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Add a discount and number of visits to the group.
Note
The Discount can be Free, and the Visits can be set to Unlimited.
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Click Ungroup to remove the grouping. Click Delete to remove the services from the membership.
Note
When you ungroup a group with a Discount and Visits set, those choices now apply to the individual, ungrouped services/classes.
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Click the Products tab, then click Add Product.
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Select a product to add to the membership.
We'll cover Grouping in a later section.
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Click Add when you've made your selections.
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Click Mass Edit in the Products tab to apply discounts to multiple products at the same time.
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Select All Brands and All Products to add discounts to all the items, then enter the discount.
You can use a percentage discount or make the selected products free, and select the quantity of a product you'll discount or make it unlimited.
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Click Apply when you're done.
Remember that the discounts will no longer apply once the set quantity has been reached. After that, the sales price will default to the original price.
Just like services and classes, you can group products within a membership.
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Select the products on the left side of the screen, then click Group.
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Click Group to confirm.
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Add a Discount and Quantity to the group.
Note
The Discount can be Free , and the Quantity set to Unlimited.
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Click Ungroup to remove the grouping. Click Delete to remove the services from the membership.
Note
When you ungroup a group with a Discount and Quantity set, those choices now apply to the individual, ungrouped products.
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Click Save when you are finished.
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Click the download icon to export your membership list to an Excel spreadsheet.
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Click the printer icon to print a copy.
The list provides the same information as on the main membership page in a columnar format.
You can limit an employee's ability to view, add, and edit Memberships by changing the settings on the Access Levels page.
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Navigate to → → .
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Select an access level, click the More (3 vertical dots) menu, and click Edit.
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Packages and Memberships access settings will be in the Settings section. Find and set them for each feature to View, Modify, or both.
Click here to learn more about setting access levels.
Comments
1 comment
This is great info and I'm so glad we can customize the memberships to this extent now. I do have a question though, so the membership cards are really only used with the check-in app? There is no way to scan them, say when a member is checking out of their brow appointment?
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