Memberships are an add-on module available through the Insight sales department. The module allows for creation of client memberships that have special benefits assigned to them such as:
NOTE: The membership feature is not designed to work with tanning services that use tanning beds.
Open Insight and click on ‘Services’ → ‘Memberships’.
Here you can click ‘Add Membership’ to get started creating a membership.
NOTE: This tab is only applicable if you have credit card integration and the capability to store/charge credit cards through Insight.
Choose what benefits members will receive here. You can choose:
On the Renewal Options tab, you can choose if the benefits will:
Refresh: Amount of free items/item credits/bonus services will reset back to the initial amount every billing.
Carry over: Amount of free items/item credits/bonus services will reset back to the initial amount every billing and any leftover amounts from the previous month will be added to the reset initial amount.
Never update: Amount of free items/item credits/bonus services are available until used up. Their amount will not change upon billing.
If your employees make commission on selling this membership, set the percentage or amount here.
Optionally, add your membership agreement here. You can then print it from this screen:
Open the Sales screen. Follow the video instructions to sell a membership and set up billing:
When you sell a membership in the Sales screen, Insight will prompt you to set up a recurring billing for that membership automatically. You also have the option to add a standalone recurring billing that is not linked to a membership. Please note that Insight does not have the capability to prorate automatically and any prorating must be done manually.
NOTE: Although recurring billings are set to bill the client on a certain day of the month, you have to run the billing utility on that day for the clients to be billed. See Section 3.2 for details.
Please note that these instructions are for a recurring billing that is not linked to a membership. To learn how to sell a membership with a recurring billing, see Section 2.
You will see this screen pop-up:
Insight does not bill clients automatically on their billing date. The reason for this is so that if a billing is declined, you will be aware and able to contact the client to rectify the issue in order to bill them successfully. Insight will automatically generate the list of clients who need to be billed. Follow these steps to run your billings:
Use the following reports to track memberships and billings:
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