In this article, we'll cover how you can manage the memberships sold to clients through their client cards.
Step 1: Navigate to the Client Card
Search for the client name in the search bar to access the client card. Switch to the "Memberships" tab to view all active and expired memberships.
Step 2: Review Membership
By clicking on the three-dot icon next to the membership's name, you will be able to pause and cancel memberships. A client can have only 1 active membership at a time.
Each membership will have one of the following membership statuses:
- Green: The membership is active, and payments are being processed automatically.
- Blue: The membership is manually paused, or the current date hasn't reached the activation date.
- Red: The membership has been canceled or has expired after reaching the maximum allowed time. It won’t renew, and clients can no longer use it. It will be moved to the "Canceled" tab.
- Grey: The membership has been canceled as of a specific date or is set to expire on a specific date. The client can continue to use the membership’s perks until the cancellation takes effect.
Step 3: Membership Actions
By clicking on the three-dot icon next to a membership, you can perform the following actions:
-
View Usage: Review how the membership has been utilized. Hover over the green circle with a checkmark to see when a service included in the membership was used.
If the membership is canceled, the circles will turn red for the duration the membership was meant to be active.
Use the date and month picker to navigate to specific days or months to view activity during that timeframe. -
Event Log: Opens a side menu displaying detailed information, organized into the following sections:
Customer: Displays the name and email of the customer the membership belongs to.
Invoices: Lists all invoices processed for the membership.
Events: Includes all activities related to the membership, such as draft invoices, successful or unsuccessful payment attempts, and more. -
Pause: Pauses the membership. You can choose between two options:
- Indefinite: The membership remains paused until manually re-enabled.
- Until a custom date: The membership is paused until the specified date.
Once a membership is paused:
The "Membership" payment method will not appear in the Point of Sale, and payments using the membership will be unavailable.
Discount perks included in the paused membership will not be automatically applied at the Point of Sale.
During this time, the client will not be charged for the membership. -
Cancel: Cancels the membership. When selecting "Cancel," choose one of the following options in the pop-up:
- Immediately: The membership is canceled immediately and moved to the Expired tab in the client card. The client will no longer be able to use membership benefits.
- End of the current billing period: The membership is canceled the day before the next billing cycle begins. From that date onward, the client will no longer have access to membership benefits.
By following these steps, you can easily keep track of active and expired memberships, pause or cancel them, and ensure clients get the most out of their plans.
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.