Memberships can help attract loyal customers to your business. Members are more likely to return, as they experience a closer connection to your business. With Bookeo, you can offer membership rates with specific benefits.

With memberships, you can offer special prices for your members, restrict the visibility of a particular service- or all your services - to your members only, and also offer free services 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". Click here for information on how to set that some services can be booked only by members.

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 members, you will receive a message on 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 over 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-time flat fee memberships 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. From the Payment frequency [9] dropdown menu, select how often the membership renews.

6. From the Number of payments [10] dropdown menu, select how many times the membership renews.

7. In the Price [11] field, 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 package each time a membership payment is made. 

Prepaid credits assigned with a membership payment will be valid for the duration specified in the prepaid package settings. 

9. In the Product code [14] field, you can set a unique product code that you can use for accounting, reporting, tracking, etc.

10. From the Taxes [15] dropdown menu, select which taxes apply to the membership. Click here to learn more about taxes.

11. From the Enabled [16] 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.

12. Save