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How to create & customise Salon Memberships

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Once you have connected your Simple Salon account to Payleadr (by following the steps here) you are ready to start creating your Salon Memberships.

Before we get started, if you want to create a Membership that provides a Member Discount—you need to have Advanced Discounting enabled. Checkout the following article to enable this if you haven't already:

Enabling Advanced Discounting and Creating Discount Types

How to create Salon Memberships

We are going to focus on 3 different membership scenarios, which we believe to be good ideas for Salon Memberships. Feel free to click on the links below to jump ahead through the article:

  1. Loyalty Membership (includes a member discount on services and products)
  2. Blow Dry Membership (includes packaged services)
  3. Unlimited Membership (includes an unlimited number of packaged services)

1. Creating a Loyalty Membership (includes member discount)

For this scenario we are going to create a "Loyalty Membership" where the client pays $150 per month and gets 30% off all services and products. (Of course, you can come up with your own unique pricing structure with different figures though!)

Go to your Simple Salon Admin page and choose the Memberships tab. Click New to start creating your Loyalty Membership.

Screen_Shot_2022-03-02_at_9.44.25_am.png

On the right side panel fill out the details of the membership:

  • Give it a Name ie. Loyalty Membership
  • Set the Expiry if applicable - in this case we have selected Never because we never want the clients to leave, so we want the membership to keep on rolling over
  • Choose Recurring for Payment Type
  • Enter a Joining Fee (if not applicable enter 0)
  • Enter the Recurring Amount ie. 150 and Monthly
  • Set the Minimum Cancel Period if applicable, for this scenario we want it to be 1 month

Then expand the Suspension Details section.

Screen_Shot_2022-03-02_at_3.22.26_pm.png

Tick Allow Suspension and set the minimum and maximum suspension periods. In this scenario we are going with a 1 month Minimum Suspension Period and a 3 month Maximum Suspension Period:

Screen_Shot_2022-03-02_at_3.22.51_pm.png

Next, expand the Member Discount section:

Screen_Shot_2022-03-02_at_3.23.08_pm.png

Note: If you do not have a Member Discount section, you need to turn on Advanced Discounting. Click here to learn how.

Set the Member Discount details:

  • Set the Type — Percentage or Dollar (in this scenario we are doing a 30% discount)
  • Enter the discount Amount ie. 30
  • Set the days the member discount will apply to (we're going with every day)

Then click Save.

The Loyalty Membership has been created and is displayed in the membership list.

Screen_Shot_2022-03-02_at_10.08.41_am.png

 

2. Creating a Blow Dry Membership (Packaged Services)

For this scenario we are going to create a "Blow Dry Membership" where the client pays $200 per month for 5 blow dries, a cut and one eyebrow tint. Of course, you can come up with your own unique inclusions with different figures.

Still in the Admin page, under the Memberships tab, click New to start creating your Blow Dry Membership.

Screen_Shot_2022-03-02_at_10.08.41_am.png

On the right side panel fill out the details of the membership:

  • Give it a Name ie. Blow Dry Membership
  • Set the Expiry if applicable - in this case we have selected Never because we never want the clients to leave, so we want the membership to keep on rolling over
  • Choose Recurring for Payment Type
  • Enter a Joining Fee ie 30 (if not applicable, enter 0)
  • Enter the Recurring Amount ie. 200 and Monthly
  • Set the Minimum Cancel Period if applicable, for this scenario we want it to be 1 month

Then expand the Suspension Details section.

Screen_Shot_2022-03-02_at_3.24.07_pm.png

Tick Allow Suspension and set the minimum and maximum suspension periods. In this scenario we are going with a 1 month Minimum Suspension Period and a 3 month Maximum Suspension Period.

Then expand the Inclusions section:

Screen_Shot_2022-03-02_at_3.22.51_pm.png

Tick the Include Items box, then click Save (we add the specific inclusions at the next step):

Screen_Shot_2022-03-02_at_3.24.31_pm.png

You will now be prompted to add the items (services and or products) to the membership. On the right side panel choose:

  • The Inclusion Type — pick Visit or Product (in this scenario we are choosing Visit)
  • Pick the service Category, then the specific Service ie. Blow Dry
  • Set the Allowance (QTY per time period) ie. 5

Then click Save.

Screen_Shot_2022-03-02_at_11.31.52_am.png

The first item (Blow Dry) will be added. Now it's time to add the next inclusion.

Click New Item in the light blue strip and add the next item from the menus on the right side panel:

  • The Inclusion Type — pick Visit or Product (in this scenario we are choosing Visit)
  • Pick the service Category, then the specific Service ie. Cut
  • Set the Allowance (QTY per time period) ie. 1

Then click Save.

Screen_Shot_2022-03-02_at_10.13.06_am.png

The second item (Cut) will be added. Now it's time to add the next inclusion.

Click New Item in the light blue strip and add the next item from the menus on the right side panel:

  • The Inclusion Type — pick Visit or Product (in this scenario we are choosing Visit)
  • Pick the service Category, then the specific Service ie. Brow Shape and Tint
  • Set the Allowance (QTY per time period) ie. 1

Then click Save.

Screen_Shot_2022-03-02_at_10.13.45_am.png

Now all of the items have been added to the membership. Click Back to Membership:

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Here are your memberships so far. We are going to add another one:

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3. Creating an Unlimited Membership (Unlimited Packaged Services)

For this scenario we are going to create an "Unlimited Membership" where the client pays $150 per month for an unlimited number of blow dries. Of course, you can come up with your own unique inclusions with different figures.

Still in the Admin page, under the Memberships tab, click New to start creating your Unlimited Membership.

Screen_Shot_2022-03-02_at_11.21.02_am.png

On the right side panel fill out the details of the membership:

  • Give it a Name ie. Unlimited Membership
  • Set the Expiry if applicable - in this case we have selected Never because we never want the clients to leave, so we want the membership to keep on rolling over
  • Choose Recurring for Payment Type
  • Enter a Joining Fee (if not applicable, enter 0)
  • Enter the Recurring Amount ie. 150 and Monthly
  • Set the Minimum Cancel Period if applicable, for this scenario we want it to be 1 month

Then expand the Suspension Details section.

Screen_Shot_2022-03-02_at_3.28.18_pm.png

Tick Allow Suspension and set the minimum and maximum suspension periods. In this scenario we are going with a 1 month Minimum Suspension Period and a 3 month Maximum Suspension Period.

Then expand the Inclusions section.

Screen_Shot_2022-03-02_at_3.22.51_pm.png

Tick the Include Items box, then click Save (we add the specific inclusions at the next step).

Screen_Shot_2022-03-02_at_3.24.31_pm.png

You will now be prompted to add the items (services and or products) to the membership. On the right side panel choose:

  • The Inclusion Type — pick Visit or Product (in this scenario we are choosing Visit)
  • Pick the service Category, then the specific Service ie. Blow Dry
  • Set the Allowance to 1000 (we are adding 100 here to represent an unlimited number of blow dries, because no one is going to reach 1000 in a month)

Then click Save.

Screen_Shot_2022-03-02_at_11.52.18_am.png

The blow dries are now inclusions in this membership. Click Back to Membership.

Screen_Shot_2022-03-02_at_11.52.35_am.png

Now your new Unlimited Membership will be added to the list of memberships.

Screen_Shot_2022-03-02_at_11.52.45_am.png

Click here to learn how to sell memberships to your clients, as well as see how your clients can redeem the membership inclusions.

If you have any questions, please feel free to send them to us via the Submit a Request option in your Help & Support page.

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