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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Tap Checkout, select a customer (from the In Today or All Customers tab), and tap Shopping Cart.
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Tap +Add Item.
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Select Membership.
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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.
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Tap Select Membership and then tap the membership to add.
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Change the Charge Frequency or keep the default for this membership.
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Change the Price or Payment Date.
Reward Points cannot be edited.
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Toggle Auto Renewal on or off.
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Enable Carry Balance Forward to let customers carry unused membership visits into the next billing cycle.
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Change or set the Auto Renew Limit (how many times this membership will renew.)
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If you want to give an initial discount for the 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 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 add new Family & Friends to the customer's account by tapping Add.
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When the Membership is changed, tap Next (if Auto Renewal is on) or Add membership below.
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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
A 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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Tap Done to add the membership to the shopping cart.
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Complete 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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Tap 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 tap 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.
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Tap Checkout, select a customer and tap Shopping Cart.
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Tap +Add Item.
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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.
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In the Item Details screen, tap Use Membership to toggle 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.
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Tap Save.
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Tap Done.
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Complete the Checkout process.
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