Setting Up Default Membership Redemptions

 

Memberships offer one or a combination of the following benefits:

  • Credits: credits in a value higher than the membership price.
  • Service Credits: free services that are included as part of the membership.
  • Discounts: discount on specific (or all) services.

When your membership offers a combination of benefits, you can configure the order in which the clients can redeem their benefits. For example, if a membership provides both service credits and discounts, you can configure your organizational and center setups in such a way that the customer's discounts are billed by default before their service credits or vice versa. 

If the default membership redemption is set to apply the membership discounts before the service credits, you can remove the membership discounts and add service credits manually from the Point of Sale (POS) window. However, if it is set to apply the membership service credits first, you cannot remove the service credits and apply discounts at the time of billing. The guest needs to redeem all the service credits for a given period, before the membership discounts apply. 

How to Configure the Default Benefits Redemption

 Step Description Details
 1 Configure the organization level settings At the organizational level, select if you want to apply the membership benefits at the time of appointment booking or when taking the payment. 
  1. On the Zenoti main menu, click the Admin tab.
  2. On the Admin Dashboard, click Organization > Organizations.

  3. On the Edit Organization window, click the Settings tab.
  4. Click Memberships.
  5. For the Allow membership redemption, select one of the following options:
    1. At the time of appointment booking: If you select At the time of appointment booking, when members books a service that they have service credits for, the system automatically uses the service credits at the time of billing, without charging the members for the service.  
      Note: When you select this option, the front desk cannot edit the invoice to remove the service credits.
    2. When taking payment: If you select When taking payment, the system looks for your center level settings to determine the default setting: service credits, discount, or none of them. 
 2 Configure the center level settings

If you select the When taking payment option at the organization level, you need to make further selections at the center level to determine if you want to apply the service credits, discounts, or none of them by default to the member's invoice. On the other hand, if you select At the time of appointment booking option at the organization level, you cannot see any further option at the center level, and the system applies the service credits, by default. 

  1. On the Zenoti main menu, click the Admin tab.
  2. On the Admin Dashboard, click Organization > Center.
  3. Click the name of your center.
  4. On the Edit Center window, click the Settings tab, and then click Memberships.
  5. In the Default membership benefit application, select one of the following:
    1. None: The system applies no membership benefit to the invoice automatically. You can apply any benefit manually.
    2. Avail service credit: The system applies any service credits that are available for the service. If you select this option, the front desk cannot manually remove the service credits from the invoice. 
    3. Apply member discount: By default, the system applies the member discounts on the invoice. However, you can remove the discounts and apply service credits. Note that once you remove the discounts and apply service credits on this invoice, you cannot remove the service credits and apply discounts anymore. Learn how to remove default discount and apply service credits.

 

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