---
title: "Creating membership groups"
slug: "creating-membership-groups"
updated: 2026-02-27T04:52:27Z
published: 2026-02-27T04:52:27Z
canonical: "support.bookingtimes.com/creating-membership-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.bookingtimes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating membership groups

Membership groups can be used to group clients for management or marketing purposes, as well as restricting certain time slots in the calendar. For example:

- Offering a special discounted membership price for products or services
- Grouping certain clients to send newsletters to
- ^ Restricting services to a particular membership group
- ^ Restricting booking schedule/calendar to membership group/s
  - **Please note**: This feature is only available on the Nail & Scale plan.
    - 

This article will detail how to create membership groups and add clients to membership groups, including how they can be automatically added based on a trigger for a service, product or online course. e.g. passing a service/course, purchasing a product.

^ These 2 options are covered within the [Restricting services or calendar to membership groups](/v2/docs/restricting-services-or-calendar-to-membership-groups) article.

## Creating a membership group

### Steps

1. Navigate to **Setup** > **Client CRM** > **Memberships**
2. Click **Add Membership Group**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28396%29.png)

1. Enter details on the **Membership** tab and click **Save**. The following tabs can be optionally completed also.
  1. Enter ***Membership Name***
  2. Select if a ***Discount*** applies. Please see the [Creating discount coupons](/v2/docs/creating-discount-coupons) article for details.
  3. Pick a ***Membership Color***
  4. Select if a ***Membership Certificate*** applies
  5. Select if you’d like an ***Action State*** alert created when a new member is added
    1. When someone becomes a member, it'll automatically add that action to the client actions record, and thus also show on the dashboard.

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-6OOS31Q6.png)

1. Enter details on the **Marketing** tab (optional) ![Membership - 2 marketing tab](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Membership%20-%202%20marketing%20tab.png)
2. Select any products that apply to this membership group on the **Products** tab (optional). Please see the [Creating a membership product](/v2/docs/creating-a-membership-product) article for more details.
  1. Note: if a membership product is added here, and a client purchases this product they will automatically be granted membership to this group ![Membership - 3 product tab(1)](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Membership%20-%203%20product%20tab(1).png)

1. View any members (once membership group exists) on the **Members** tab ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-88IXEYJP.png)

---

## Adding clients to membership groups

Clients can be manually added into membership groups. Once assigned to a group, you can also see the client’s membership history.

### Steps

1. Search for a client under the **Clients** menu ![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28399%29.png)
2. On the client profile, scroll down to ***Memberships***
3. Click **Add Membership** ![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28400%29.png)

1. Check the relevant membership(s) and click **Save** on the client profile ![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28401%29.png)

---

## Updating a client’s membership group and viewing history

Once a client has been assigned to a membership group, you can also update the groups that they’re a part of, and see their membership history.

### Steps

1. Search for a client under the **Clients** menu ![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28399%29.png)

1. On the client profile, scroll down to ***Memberships***
2. To update a client’s membership group, click on the **Change** link

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-CDO6I17C.png)
3. Select or unselect the membership groups, and click **Save**

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-HHS6LVF0.png)
4. To check a client’s membership history, click on the **history icon** on the client record

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-WUPRDYE2.png)
5. The client’s membership history appears

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-6RKAL039.png)

---

## Automatically adding clients to membership groups

Clients can be automatically added into membership groups based on certain triggers from a service, product or online course.

### Service triggered membership

#### Steps

1. Navigate to **Setup** > **Bookings** > **Services**
2. Select a **Service**
3. Go to the **Marketing** tab
4. Select a relevant trigger (e.g. book, cancelled, pass, fail) and select a membership group
5. Click **Save**

![Service - memberships](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Service%20-%20memberships.png)

### Product triggered membership

#### Steps

1. Navigate to **Setup** > **Shopping** > **Products & Packages**
2. Select a **Product**
3. Go to the **Marketing** tab
4. Select a relevant trigger (e.g. purchase) and select a membership group and click **Save** ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-R637JBW0.png)

### Online course triggered membership

#### Steps

1. Navigate to **Setup** > **Bookings** > **Online Courses**
2. Select a **Product**
3. Go to the **Marketing** tab
4. Select a relevant trigger (e.g. pass, fail) and select a membership group and click **Save** ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-NI2YYKXV.png)

---

## Sending newsletters to membership groups

Newsletters can also be sent directly to membership groups by clicking the **Email Members** button. It will take you to the Newsletters area where the **List of Recipients** has been pre-selected to the membership group you have in focus.

Please refer to the [Newsletters](/v2/docs/newsletters) article for more details to how to create a newsletter.

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-1698796670703.png)

---

## Restricting services to a membership group

Services can be restricted to certain membership groups, so only clients within that group can book a particular service.

For example, if you want to only allow certain clients access to a service, you can certain clients to a membership group (and not based on a trigger from a service/product purchase). In this case you would manually add them to the group first, and then set up the restriction on the service.

To set up a service please see the [Setting up services](/v2/docs/setting-up-services) article.

### Steps

1. Navigate to **Setup** > **Bookings** > **Services**
2. Select a **Service**
3. Go to the **Membership Restriction** section and select **Clients with one of the following Memberships** option [1]. All available membership groups will appear below [2].
4. Select all the membership group/s that apply
5. Click **Save**

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-1698123420302.png)

---

## Restricting booking schedule/calendar to membership group/s

	

This feature is available on these plans ([view pricing](https://bookingtimes.com/prices))

	
		
			 **Kick Starter**
		
			 **Nail & Scale**

The booking calendar/schedule can be restricted to only certain membership group/s booking in.

### Steps

1. Ensure this feature is enabled via **Setup > System Settings > Business Detail > Bookings tab >** select ***Allow a list of memberships to be specified for a block of time on the schedule,*** and click **Save**. ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-5B57NYIJ.png)
2. You can also optionally set up different terminology to appear on the calendar when the client does not have the required membership to book an available slot. This is on the same **Bookings** tab as above under ***Restricted Membership Terminology***. If you update this, ensure you click on **Save**. ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-5D8Z3QIZ.png)
3. To restrict the calendar, navigate to the **Booking** menu item to get to the booking calendar
4. Click on the + of the timeslot that you wish to restrict to certain memberships:
  1. Select the membership/s you wish to allow
  2. Use **Bulk Action** drop down list to apply to subsequent slots)
  3. Click **Schedule** button ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-LL72R98X.png)
5. When this restriction has been added in, this is how it looks to a client that does NOT have the membership (or if the client is not yet logged in to determine if they have the required membership or not). ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-15X4D53D.png)