Sell and Redeem Memberships - Vagaro Pro app

Memberships allow you to add discounts to multiple services, classes, and products at once. You additionally can 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.

Jump to the Redeem Membership Benefits section.

Sell a Membership

1. Click Checkout, select a customer (from the In Today or All Customers tab), and tap Shopping Cart.
   
   
2. Tap +Add Item. 
   
3. Select Membership.
   
4. Enter a membership number or scan a membership card to capture the number.
   If you don't want to assign a number, tap Next without entering a number.
   
5. Tap Select Membership and then tap the membership to add from the list.
   
6. Change the Charge Frequency or keep the default for this membership.
   
7. Change the Price or Payment Date.
   Reward Points cannot be edited.
8. Toggle Auto Renewal on or off.
   
9. Enable Carry Balance Forward to let customers carry unused membership visits into the next billing cycle.
10. Change or set the Auto Renew Limit (how many times this membership will renew.)
11. 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.
12. If the customer has people already on a Family & Friends Sharing list, their names display in a list in the Family & Friends Sharing section. Tap the list to make changes.
    
    List members selected to share this membership are highlighted in blue with a checkmark. Tap names to add or remove them from sharing the membership.
    
    You can also add new Family & Friends to the customer's account by tapping Add.
13. When you've made changes to the selected Membership, tap Next (if Auto Renewal is on) or Add membership below.
14. If you've selected auto-renew and the customer doesn't have a credit card on file, enter card information and tap Add Card.
15. Tap Done to add the membership to the shopping cart.
16. Complete the Checkout process.

Redeem a Membership

1. Tap Checkout, select a customer and tap Shopping Cart.
   
   
2. Tap +Add Item.
   
3. Tap Service on the Add to Shopping Cart screen and select a class or service included in the membership.
   
   Notice the membership redeems automatically. You can change that by tapping the item in the cart.
   
4. In the Item Details screen, tap the Use Membership toggle to turn it on or off.
   
   If the Use Membership option is off, there will be options on the Item Details screen to turn it back on, use Points (if available), and set up a discount.
   
5. Tap Save at the bottom of the screen.
6. Tap Done.
7. Complete the Checkout process.