You can create, modify, or duplicate memberships using WellnessLiving. You can also modify a membership that an individual client has already purchased to provide flexibility for clients with specific needs.
Caution: Modifying the price, duration, start date or frequency of a membership can alter the payment schedule for previously sold versions of that membership. Be sure to review the payment schedule for all modified memberships and make any necessary adjustments.
Key tips before you begin
A new membership can't have the same name as an existing one. If you want to name a new membership using the same name as a deactivated membership, we recommend that you change the name of the deactivated membership.
If you modify an imported membership that has a fixed payment schedule, upcoming payments won’t be automatically recalculated for clients. You must adjust the client’s payment schedule from their profile page, using the Reset to previous prices option.
Create a membership
Create a membership
To create a membership, follow these steps:
Click the App Drawer button
then click View All > Setup > Store Configuration > Purchase Options.Click Create Membership.
Under Purchase Option Service Category, select the type of service to be offered by the membership.
Only one service category can be chosen for a membership. To include multiple service types, create a package instead.
Account tab memberships add monetary value to a client’s account balance each membership period.
Configure the membership settings as required.
Click Save.
Modify a membership
Modify a membership
Note: To learn how to add or remove a service from an existing Purchase Option, see Adding or removing a service from an existing Purchase Option.
To modify a membership, follow these steps:
Click the App Drawer button
then click View All > Setup > Store Configuration > Purchase Options.Click the membership that you want to modify. You can use the Search option or filter the list to easily find the membership.
Active memberships that haven’t expired are displayed in purple, while inactive and expired memberships are displayed in gray.
Modify the membership settings as required.
Click Save.
All your current settings are applied to past purchases. You can exclude some changes, see below:
If this membership was individually edited for one or more clients, you can apply the changes to their memberships by setting the Apply to client purchases that have been edited option to ON.
To apply the current Price setting to memberships that have been sold to clients, set the Apply current price [price] to past purchases option to ON.
The number of clients who will be affected by the changes is displayed. You can view the affected clients in more detail on the All Clients Report by clicking the Open button
To view a list of the changes to the membership, click Show summary of changes.
After making your selections, click Update.
Duplicate a membership
Duplicate a membership
Note: When you duplicate a membership, its Purchase Option Service Category is inherited from the original membership and can’t be modified, unless you’re required to enter a new barcode for the copied membership.
To duplicate a membership, follow these steps:
Click the App Drawer button
then click View All > Setup > Store Configuration > Purchase Options.Click the membership that you want to duplicate. You can use the Search option or filter the list to easily find the membership.
Active memberships that haven’t expired are displayed in purple, while inactive and expired memberships are displayed in gray.
On the bottom-right, next to Save and Cancel, click Duplicate. A duplicated copy of the membership named Copy of [name of existing membership] will appear in your list of Purchase Options.
On the Purchase Options page, select the duplicated membership from the list.
Modify the duplicate’s membership settings as required.
Click Save.