This guide walks you through the steps on how to enable online memberships, allowing your clients to sign up for membership plans directly through the client portal.
NOTE: Before enabling this feature, it's important to understand how online memberships work. We recommend checking out this article to ensure your membership plans are fully set up and active. This will help make sure clients see clear and accurate options when purchasing online.
Step 1: Navigate to Setup
Start by logging into your Pabau account using your login credentials. Then, navigate to the Setup button located at the bottom left corner of the screen.
Under the ''Services'' section you'll find the ''Client Portal'' tab.
Step 2: Customize Portal
Click the ''Customize'' button located on the bottom right side of the screen to access the available actions.
Step 3: Enable Memberships
In the Online Bookings section navigate to ''Features'' and scroll down slightly to find the ''Memberships'' option.
Once you select “Memberships,” a pop-up window will appear. Click “Enable” to activate the feature — the status will turn blue to indicate it’s active. This activates the feature and allows clients to manage their memberships directly from their portal.
Step 4: Enable Online Membership Purchases
Next, go to the ''Memberships tab'' located beside the Features section.
Turn on the toggle under ''Membership Settings'' to allow clients to easily purchase and manage memberships directly through the Client Portal.
Step 5: Save the Changes
Next, click ''Save changes'' in the top right corner to apply your settings.
Make sure Client Portal is enabled by toggling the switch at the top, then click ''Save changes'' to apply.
NOTE: To learn more about how to enable Client Portal please refer to this article.
By following these steps, you’ll successfully enable memberships in the Client Portal, making it easy for clients to view and purchase plans online.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.