When a client has a membership, the perks included in their plan appear as individual cards in the "Benefits" section of the Memberships tab. Each benefit shows what the client is entitled to and, where relevant, how much of it they have left in its current period. Understanding how these benefits work helps you check a client's entitlements at a glance and see exactly how each perk has been used.
Step 1: Navigate to the Memberships Tab
Start by logging in to your Pabau account. Use the search bar at the top of the page to find the client, then click on their name to open their client card.
In the top bar, click on the "Memberships" tab (the crown icon), then scroll down to the "Benefits" section below the membership card.
Step 2: Review the Benefit Types
Benefits are grouped by how often they renew, with the shortest renewal first (for example Every week, then Every month). Each group shows the dates of the current period, such as This period: 19 Oct – 18 Nov, and when it renews, such as Renews 19 Nov · in 17 days. Below the renewing groups come One-off perks (added for this client, they don’t renew), Discounts (applied automatically at checkout) and Other perks (included with the membership, not counted).
A monthly group showing the current period, when it renews, and the balance on each benefit
Each benefit appears as its own card, and the type of benefit determines what information it shows:
Service allowances: The card leads with what is left, for example 1 of 1 left, with a bar underneath and a line showing how many have been used and how many were carried over from the last period. The bar turns amber when the allowance is nearly used up and red when none are left. Some plans roll unused sessions over to the next period.
Discounts: A percentage or fixed reduction, applied automatically at the Point of Sale without any manual steps. The card shows how many times it has been used this month.
Credits: A spending balance that refills each period, shown as the amount left, for example £50.00 of £50.00 left, with the amount used and any credit carried over.
Unlimited perks: Benefits with no limit show how many times they have been used this period instead of a balance.
Complimentary perks: Extras that are not metered, so they have no counter or usage limit.
NOTE: If the membership was paused when a new period began, that period shows None this period: nothing new is added until the next renewal. Family memberships use the same layout, showing what is left for the whole family and how much each person has used.
Step 3: View a Benefit's Usage History
For a service allowance, click View usage log on the benefit card to open the "Usage history" drawer. This shows how many sessions have been used, the date of each use, and the invoice linked to it. Click on an invoice number to open the invoice directly.
For a discount or credit benefit, click View usage log on the benefit card to see where and when it has been applied.
Step 4: Add an Extra Benefit
To give a client a benefit on top of the ones included in their plan, click the "+ Add" button next to the Benefits section and select the perk you want to add to their membership.
A "Rewards" window opens, showing what is already included in the plan at the top, and a row of one-off perks you can add below: "Service", "Discount", "Credits", and "Other". Select the type of perk you want, set its details, then click "Save Rewards".
Reviewing a client's benefits and their usage history gives you a clear picture of what each membership includes and how much value the client has used, helping you answer their questions and manage their plan with confidence.
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.