Creating membership groups

Membership groups can be used to group clients for management or marketing purposes. 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

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. It will also cover how to restrict services to a particular membership group.

Creating a membership group

Steps

1. Navigate to Setup > Client CRM > Memberships 

2. Click Add Membership Group

3. 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 article for details.

   3. Pick a Membership Color

   4. Select if a Membership Certificate applies

4. Enter details on the Marketing tab (optional)

5. Select any products that apply to this membership group on the Products tab (optional). Please see the Creating a membership productarticle 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

6. View any members (once membership group exists) on the Members tab 

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

2. On the client profile, scroll down to Memberships

3. Click Add Membership

4. Check the relevant membership(s) and click Save on the client profile
   
   
   

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

2. On the client profile, scroll down to Memberships

3. To update a client’s membership group, click on the Change link
   

   

   
   

4. Select or unselect the membership groups, and click Save
   

   

   
   

5. To check a client’s membership history, click on the history icon on the client record
   

   

   
   

   
   

6. The client’s membership history appears
   

   

   
   
   

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

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

5. Click Save

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

5. Click Save

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 article for more details to how to create a newsletter.

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 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