Summary

This article shows admins how to set the benefits for a membership. You can set the renewal cycle, billing schedule, expiration, pricing benefits, and credit benefits.

Before You Begin

You'll need:

• Administrative access, or the Manage Memberships permission.

Set benefits for each membership type so pet parents get the right discounts or credits.

Steps

Set the benefits settings

1. Select the renewal cycle. It sets how often a member is charged:

   • Weekly: The membership renews on the same day of the week every week.

   • Monthly: The membership renews on the same date of the month every month.

   • Annually: The membership renews on the same date of the year every year.

   

2. Select the billing schedule. It sets when the membership is billed for the renewal cycle you chose:

   • Day of Week: For weekly memberships, select the day of the week, such as Monday or Tuesday.

     

   • Day of Month: For monthly memberships, choose the 1st or the 15th of each month.

     

   • Day of Year: For annual memberships, select the 1st of January, April, July, or October.

     

   • Date: For any renewal cycle, select this option to bill members on their enrollment date.

     

3. Select when benefits expire:

   • On Renewal: Benefits from the previous cycle expire right when the membership renews.

     

   • After # of Days: Benefits stay active for a set number of calendar days after purchase. Enter the number of days in the field.

     • Example: To keep weekly membership benefits valid for 10 days, select "After # of Days" and enter 10.

   

Add Member Pricing Benefits

Member pricing benefits are discounts and special rates for services or retail items.

4. Select +Add Pricing Benefit.

   

5. Enter a name for the benefit, such as "Free Nail Trim". The name shows on invoices when the benefit applies.

   

6. Set the discount as a dollar amount or a percentage.

   

7. Set the number of uses per cycle. By default, benefits have unlimited uses.

   

8. To limit uses, enter a number, such as "2 nail trims per month".

   

9. Add a short description. It shows when you enroll a pet parent in the membership.

   

10. Turn on the items the adjusted pricing applies to. You can choose from these:

    • Reservation Types

      

    • Package Types

      

    • Open Line Items

      

    • Add-on Service Types

      

    • Retail Items

      

Add Reservation Credit Benefits

Credits are specific to reservation types. They let members use a set number of credits per cycle.

11. Select +Add Credit Benefit.

    

12. Select the reservation type, such as daycare or grooming.

    

13. Set the number of credits per cycle. By default, credits are unlimited.

    

14. To limit credits, enter a number, such as "3 daycare days per week".

    

Go to the next step

15. Select the blue Next Step button after you set all benefits.

    

Related Articles

• Set Membership Details How-To (previous step)
• Set Membership Financial Settings (How-To) (next step)
• Set Membership Terms and Conditions (How-To) (next step)