More Membership features you'll love! 🥰
We are happy to announce a bunch of new features and enhancements for memberships.
Credits
PRO & Enterprise feature
Sometimes you need to credit members to reward and satisfy these valuable guests. We've now made that easy with Membership credits!
You can do this by heading to Venue Manager > open a membership booking and click on the items tab. Select either the options button in the grid or the slide out details panel then select the Issue membership credit option.
The issue credit window enables you to select individual memberships, credit a full recurring cycle or a lesser dollar value and add a note to explain the reason for the credit. When the next renewal occurs, the credit is applied as a discount and the recurring payment adjusted accordingly.
Credits can be viewed in the Payments tab of the membership booking and can be edited up until the date they are applied. Any actions related to the credit are logged in the activity stream of the booking and all activity is reportable in the new Membership Credit Report as well as the Data API.
Finally, access to this feature is restricted by a new role permission called "Can Manage Memberships". Staff must have this permission active to enable them to create and edit recurring membership credits.
Scheduled Cancellations
Staff can now schedule the cancelation of a recurring membership at any future renewal date. We’ve added historical membership information to allow you to quickly determine if the minimum membership period has been attained.
This action is logged in the activity stream. If the cancelation has been incorrectly scheduled or the guest changes their mind, click ‘Edit membership cancellation’ and update.
POS Membership links
To complete this month's membership enhancements, we’ve improved the experience in POS when a membership discount is redeemed. The booking information page in POS now displays the members name instead of the membership ID.
Clicking the members name opens the Members record so staff can quickly query and verify the guest claiming the discount.
To find out more see our membership guides: