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Memberships: Pause and Resume Auto-Renew

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Donna J
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Memberships allow you to seamlessly add discounts to multiple services, classes, and products at once. You can set specific auto-renew options, which allow you to charge clients automatically based on the charge frequency you set.

While the membership is paused, the customer won’t be able to redeem any visits or utilize any discounts. Once the membership is resumed, they will again be able to use the membership regularly.

You can manage Auto-Renewal for Memberships from three areas of the Vagaro application:

  1. Reports → Memberships to pause or resume memberships for individual customers.

  2. Customer Profile to pause or resume memberships for individual customers.

    You can access these functions for Customer Profile in both the Web version and the Vagaro Pro app.

  3. Settings → Things We Sell → Memberships to pause or resume memberships for ALL customers.

Pause/Renew from Reports

  1. Navigate to Reports → Customers → Memberships.

    stock_rpts_cust_memb.png

  2. Set any search or filters you want and click Run Report.

    rpts_run_memb_rpt.png
    rpts_memb_list.png

  3. Find the membership on the list, click Action, then select Pause.

    rpts_memb_act_pause.png

  4. In the pop-up dialog that displays, you can select an indefinite or temporary pause:

    rpts_memb_pause_conf.png

    1. Select Pause Temporarily to pause for a number of billing cycles which you enter.

      rpts_memb_pause_temp_conf.png

    2. With a temporary pause, you can charge a different price for the membership while it is paused.

    3. Allow Continued Access - Customers have access to benefits until the end of the current billing cycle. Using this switch affects what happens at the end of the billing cycle.

      Off: Customers will not have access to membership benefits after the current billing cycle.

      On: The customer will continue to have access to membership benefits during the upcoming paused billing cycles.

  5. Select Pause Membership to confirm.

    The membership's Status now shows as Paused or Paused (# Cycle):

    rpts_memb_status_col.png

    1. Click the paused link to make changes to the settings for this paused membership.

      You can change the pause from indefinite to temporary or vice-versa. You can change any of the temporary pause settings, as well: # of billing cycles, temporary price, and continued access.

  6. To resume auto-renewal, find the membership again and select Resume Auto Renew from the Action menu.

    rpts_memb_act_resume.png

  7. Select Resume Membership to confirm.

    rpts_memb_resume_conf.png

The membership Status shows as Active.

Pause/Renew from Customer Profile - Vagaro Pro app

  1. Tap Customers, select a customer, and then scroll and tap the Memberships tab.

    vpro_cust_memb.png

  2. Tap the membership you want to pause, and then tap Pause Auto Renew.

    vpro_cust_memb_options.png

  3. You can select an indefinite or temporary pause:

    vpro_cust_pause.png

    1. Select Pause Temporarily to pause for a number of billing cycles, which you enter.

      vpro_cust_temp_pause.png

    2. With a temporary pause, you can charge a different price for the membership while it is paused.

    3. Toggle the Allow Continued Access switch to let the customer use the membership until the end of the current billing cycle. Leaving this switch off stops the use of the membership immediately.

  4. Tap Pause Membership to confirm.

    The paused membership is highlighted in yellow and, if temporary, shows the number of billing cycles, the paused price, and the date on which the membership will resume. Indefinitely paused memberships show the paused date.

    vpro_cust_paused_temp.png
    vpro_cust_paused_indef.png

  5. To resume Auto Renew, tap the paused membership.

    vpro_cust_resume_edit_options.png

  6. You can select to resume Auto Renew completely or tap Edit Pause Auto Renew to change the pause settings.

    You can change the pause from indefinite to temporary or vice-versa. You can change any of the temporary pause settings, as well: # of billing cycles, temporary price, and continued access.

  7. Confirm your choices:

    1. For Edit Pause Auto Renew, tap Update Pause after making changes.

      vpro_cust_update_pause_conf.png

    2. For Resume Auto Renew, tap Resume Membership.

      vpro_cust_resume_conf.png

Pause/Resume from Customer Profile - Web version

  1. Go to Customers, select a customer and then select the Memberships tab.

    stock_cust_prof_memb.png

  2. Click the More menu (3 vertical dots), and then click Pause Auto Renew.

    web_cust_more_menu_pause.png

  3. In the pop-up dialog that displays, you can select an indefinite or temporary pause:

    rpts_memb_pause_conf.png

    1. Select Pause Temporarily to pause for a number of billing cycles, which you enter.

      rpts_memb_pause_temp_conf.png

    2. With a temporary pause, you can charge a different price for the membership while it is paused.

    3. Toggle the Allow Continued Access switch to let the customer use the membership until the end of the current billing cycle. Leaving this switch off stops the use of the membership immediately.

  4. Select Pause Membership to confirm.

    The membership's Status now shows as Paused or Paused (# Cycle):

    web_cust_paused_status.png
    web_cust_paused_temp_status.png

    1. Click the paused link to make changes to the settings for this paused membership.

      You can change the pause from indefinite to temporary or vice-versa. You can change any of the temporary pause settings, as well: # of billing cycles, temporary price, and continued access.

    2. Click Update Pause to finish.

  5. To resume auto-renewal, find the membership again and select Resume Auto Renew from the More menu.

    web_cust_more_resume.png

  6. Select Resume Membership to confirm.

    web_cust_resume_confirm.png

The membership Status shows as Active.

Pause/Resume from Settings > Memberships

From the main memberships page, when you pause Auto Renew, you affect all customers that have that membership.

If a membership has been paused this way, you can still resume auto-renew for individuals using that membership from either the Reports/Memberships or Customer Profile/Memberships pages.

  1. Navigate to Settings → Things We Sell → Memberships.

    stock_set_memb.png

  2. Select a membership to pause, click the More (3 vertical dots) menu, and select Pause for All Members.

    settings_memb_more_pause.png

  3. In the pop-up dialog that displays, you can select an indefinite or temporary pause:

    settings_memb_pause_dialog.png

    1. Select Pause Temporarily to pause for a number of billing cycles which you enter.

      settings_memb_pause_temp.png

    2. With a temporary pause, you can charge a different price for the membership while it is paused.

    3. Toggle the Allow Continued Access switch to let the customer use the membership until the end of the current billing cycle. Leaving this switch off stops the use of the membership immediately.

  4. Select Pause for All Members to confirm.

    The membership's Status now shows as Paused or Paused (# Cycle):

    web_cust_paused_status.png
    web_cust_paused_temp_status.png

    1. Click the paused link to make changes to the settings for this paused membership.

      You can change the pause from indefinite to temporary or vice-versa. You can change any of the temporary pause settings, as well: # of billing cycles, temporary price, and continued access.

    2. Click Pause for All Members to finish.

  5. To resume auto-renew for all membership holders, click Resume for All Members on the same More menu.

    settings_memb_resume.png

  6. Confirm resuming auto-renew.

    web_cust_resume_confirm.png

Pause and Resume Considerations

If the membership is being resumed outside of the billing cycle, you will be prompted to charge the customer for the next month’s membership charge.

For example, if the membership renews on the 15th of every month and is paused on April 18th, and then resumed on May 20th, the customer will be charged for the membership right away. If it was paused on April 18th, then resumed on May 10th, the membership would not be charged because the next billing date is not until May 15th.

Whether the customer is charged immediately or at the next billing cycle when a membership is resumed depends on the type of pause:

  • If it was an Indefinite pause and resumed outside of the billing cycle, the customer is charged immediately.

  • For a Temporary pause, consider this example:

    A membership on a monthly renewal is paused for 2 billing cycles (at a discounted pause price) on April 18. If you resume the auto-renewal on May 20, the customer will be charged the regular price at the next billing cycle, June 15, because they had already paid the paused price for the month of May.

Note

On the checkout page, if any customer is being checked out and has a paused membership, you’ll get a prompt asking to resume the membership.

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