The Memberships feature enables businesses to offer recurring benefits to pet parents on a pre-configured schedule. Memberships can renew on a Weekly, Monthly, or Annual basis, based on the preferences of the business, as well as begin on specific days of the week or begin on the Date of Sale. If a pet parent enrolls mid-cycle, their initial payment is Pro-Rated, allowing them to start enjoying benefits immediately while only paying for the remaining portion of the current billing cycle.

Pro-Rated Billing

Pro-Rated Payment Amounts:

• When a membership is purchased on a date outside of its standard renewal cycle, the system calculates the membership fee for the remaining days in the current billing period.
  
  

Billing Details Display:

• The Billing container shows the pro-rated amount, tax, payment method, renewal period, and benefits expiration date.
• Pro-rated charges only apply to the first payment; subsequent charges follow the regular renewal schedule.

Set Up a Pet Parent with a Pro-Rated Membership

Step 1: Navigate to Membership Enrollment

1. Head to Left-hand Navigation: Barcode Icon > Items for Sale > Memberships
2. Locate the desired membership in the list and select the blue Add Membership/Shopping Cart icon to start enrollment.

Step 2: Configure Membership Enrollment Details

1. Select Membership:

   • The membership name is auto-populated based on your selection.

2. Select an Owner:

   • Select an existing pet parent or create a new owner account.

3. Set the Start Date:

   • If enrolling mid-cycle, choose today’s date or select a date outside the regular renewal schedule.
     
4. Billing Schedule Confirmation:

• • The system calculates and displays the pro-rated charge for the selected start date.
  • Confirm the payment details, including pro-rated cost and the next renewal date. Always ensure the pro-rated cost is accurate. 

Step 3: Select Payment Method

1. If the membership has a rate other than $0.00 set, the system will prompt for a payment method.

   • If the owner has an existing card on file, it will appear as the primary option.

1. • New cards can be added during enrollment if needed.

2. For $0.00 memberships, no payment method is required, and the process moves directly to acknowledgment.

Step 4: Acknowledge and Confirm

 Important:  Customers are required to review the terms of the membership and any additional terms & conditions that have been assigned during configuration before completing the purchase.

1. Capture acknowledgment and membership agreements:

1. • SMS: Send a link via SMS for the pet parent to review and sign digitally.
     
     
   • Tablet: Use an in-person device for signature capture.
     
     
     • Signed agreements will be stored on the Owner Profile > Agreements > Signed Membership Agreements.
2. Verify all details, including the pro-rated amount and the start date.

Step 5: Complete the Enrollment

1. Select the blue Purchase button to finalize the enrollment.
2. The system will apply the membership benefits immediately, and schedule the next billing date per the configured renewal cycle for that membership.  

Related Resources

• Memberships Feature Overview
• Set Up New Memberships Process
• Set Up $0.00 Membership How-To
• Edit Existing Memberships How-To
• Delete or Disable a Membership Type How-To
• Convert a Recurring Package Subscription to a Membership How-To
• Membership Enrollment Topic Outline
• Memberships System-Wide Settings Reference
• Membership Billing & Payments Topic Outline
• Track Memberships Revenue Topic Outline
• Manage Memberships from Owner Profile Topic Outline
• Automatic Email and Notifications for Memberships Topic Outline
• Apply Membership Benefits to Reservations How-To
• Manually Adjust Membership Benefits at Checkout How-To
• Membership Renewal Reference
• Memberships Report Reference
• Membership FAQs