How to Use a Membership to Pay for an Appointment

In this article, we'll explain how to use a client's membership to pay for appointments in the Point of Sale.

Step 1: Navigate to the Point of Sale

To access the Point of Sale, click the Create button at the top right corner of the screen and then "Sale."

Step 2: Select Payment Option

Proceed as you would when performing a sale. When you reach the payment stage, the membership option will appear in the prepaid section if the selected client has an active membership.

If the client’s membership reward is a free service, the membership payment option will only be clickable when a service perk is available. Once selected, it will show the membership icon next to the service and remove the price.

If the membership is paused or not yet activated, it will still be visible but marked with a "Paused" status.

For discounts, there’s no need to select "Membership" at the Point of Sale —the discount is automatically applied to eligible products and services in the cart.

NOTE:

If a membership includes both a free service and a discounted service, the free service perk will take priority, as you can't discount a service that’s free of charge.

If a service booked while the membership was active is being attended when the membership is paused or expired, such a service will need to be paid for.

By following these steps, you can seamlessly use memberships as a payment method at the Point of Sale.

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.