Step 1: Customize the Client Portal
To be able to sell memberships online, you will first need to activate it on the client portal customization page. Navigate to Setup, then click on the ''Client Portal'' tab under the services section. Click the ''Customize'' button to access the customization page.
Step 2: Activate Memberships
Once you access it, switch to the ''Memberships'' tab and activate the ''Memberships'' and ''Fees'' toggles.
Step 3: Navigate to the Online Booking Portal
Once you enable Memberships, your clients will be able to access the memberships icon in the online bookings. When clicking this icon, they will access all memberships you've created in the system.
They will also be displayed on the right side of the screen as a membership upsell option when booking.
If the Fees setting is enabled, clients will see a membership comparison table organized in their respective categories against all services bookable online.
Step 3: Choose Membership
When clicking on either the membership icon or membership upsell options, clients will view all available plans. They can click the 'Choose Plan' button in any of the membership plans to continue to the next step.
Step 4: Set Up Subscription
After selecting the plan, they can add their card information to set up a subscription. If a client already has a card on file, they can complete the payment right away.
They can save their card details for future use while making the payment, or you can add their card details to their client card.
Once they select the 'Set Up Subscription' button, they will view the screen that is shown below, which confirms that the membership plan has been successfully set up.
Clients can view their memberships in the client portal by clicking their avatar in the top right corner. If the feature is enabled, they’ll see a “Memberships” option in the dropdown menu.
Clients will see membership perks in a banner that appears when they select a service to book.
Membership purchases and usage will be seen on the Memberships page. And in the client card on the Memberships tab.
By following these steps, clients can purchase a membership plan 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.