Member customers are more likely to return, as they experience a closer connection to your business. You can offer special prices to members, decide that only members can make a booking, or restrict access to a particular service only to members.

In this article: 

• Enable Memberships
  • Set if all customers or only members can make bookings
  • Set how customers can become members
  • Set what happens when customers cancel a membership
• Set up membership rates

Enable Memberships

To enable memberships:

1. Go to Marketing>Memberships

2. Tick the Enable membership [1] checkbox

Set if all customers or only members can make bookings

3. In the Access restrictions [2] section, from the drop-down menu select if:

• "No restrictions: anyone can make a booking": any customer can make a booking (you can set some services for members only), or 
• "Only members can make bookings"

For more information on how to set some services for members only, please click below on the type of account you are using:

Set how customers can become members

4. In the Enrollment section [3], from the drop-down menu, select:

• "let people enroll by themselves". When customers subscribe as a member, you will receive a message in your Bookeo home page, informing you of the new membership subscription. Click here for more information.
• "do not let people enroll. I will manually manage memberships" You will have maximum control on who can become a member. Click here for more information.

Set what happens when customers cancel a membership

5. In the Cancellation [4] section, from the drop-down menu, select if, when customers cancel a membership:

• the membership ends immediately: the customer immediately loses membership status and all the membership benefits
• the membership ends at the end of the membership term: the customer will remain a member until the end of the current paid membership period. 

Set up membership rates

You can offer one-off membership payments or recurring subscriptions. 

1. In the Rates section, click on the New Rate [5] button to create a new membership rate



2. Enter the name of the membership in the Name field [6]

3. In the Description [7] field enter the description of the membership      

4. Select Payment mode [8]: once upfront or recurring                                                  

5. Payment frequency [9] how often the membership renews.

6. Number o payments [10] how many times the membership renews.

7. Price [11] set the price for each payment

8. Tick the checkbox Prepaid Credits[12] if Prepaid Credits will be automatically given to the customer at every payment, and select the number of credits to be given. Select the number of credits [13] that should be assigned from each prepaid pacakge each time a membership payment is made. 

For example, you can automatically give 2 prepaid credits from a Prepaid Package you created each time a monthly payment is made. If you created a Prepaid Package giving 5 credits, and decide to give 2 credits each time a membership payment is made, you will give customers 2 prepaid credits.

9. Product code [14] a unique product code that you can use for accounting, reporting, tracking ect.

10. Taxes [15] - set taxes applying to your membership. Click here to learn more about taxes.

11. Enable [16] - in the Rate section, from the dropdown menu select if:

• "this rate is available for new enrollments"
• not available for new enrollments" if you NO LONGER want to sell this membership.