Extended Membership Functionality
planned
Leah Schilke
- Allow memberships to be added to custom invoices
- Add way to manually cancel pending invoices for failed membership payments
- Add fortnightly billing option
- Ability to assign intake forms to memberships
- Easier way to provide free access to online courses
- Allow clients to opt-in to resubscribe before the end of their membership period
- Allow clients to update card into associated with membership prior to failed payment (i.e. if card is coming up on expiry)
- Extend discount functionality to memberships
- Adjust how inactive memberships display on customer profiles & customer index
- Make membership history visible to users
- Ability to assign memberships to services/series (i.e. to automatically provide course access when client books a service/series)
Log In
Lauren Taylor
Merged in a post:
Include a Membership with purchase of a Service
Adam Penrose
Currently there does not appear to be a way to directly bundle an In-Person Service with a Membership that includes a related Online Course.
This would be a nice feature and would avoid the below setup to achieve such a functionality in a way that isn't as confusing for the client.
Without the requested feature above, the client currently needs to purchase a membership which includes the Course and gives a credit to book the Series. They then have to book through the private portal. (This may be confusing if they try to go back to the public portal while logged out or on another device)
If the client wants to book another dog, they would also only be able to schedule through the private portal.
If we happen to leave the Series available on the public portal, it would then be required to manually add the Membership to each user that booked through the public portal without a membership.
The alternative, is manually adding the Membership after each registration which is prone to human error.
Kerry Falk
Merged in a post:
Memberships included with services
Kay Hoffeld
Allow memberships to be included
for free
with the purchase of certain services or packages, in the way you can add on an item that is included with purchase.Jessica Barry
Is it possible to add billing every 4 weeks? Right now it seems to be weekly or monthly. We ideally need a 4 week (28 day) cycle
Kerry Falk
Merged in a post:
Allow access to courses without a membership
Angie Cook
At this time clients only have access to lessons through memberships. We have a whole educational platform with video and handouts we offer clients for free that enroll in our programs. We would like the option to offer this without them having to purchase a membership
Lauren Taylor
Merged in a post:
courses that are available to be assigned to everyone’s profile, regardless of membership status
K
Kaiden Leard (CEO/ Head Trainer) (he/him)
So even a one time, private lesson client and have a course
Lauren Taylor
Hi Kaiden!
We do have an existing request on our list for an easier way to provide free access to courses, would that suit your needs?
Lauren Taylor
marked this post as
planned