Apply Membership Benefits to Reservations (How-To)

Article Details

Membership benefits such as Member Pricing and Reservation Credit Benefits simplify the booking and checkout process for both businesses and pet parents. This guide will walk you through how benefits are automatically applied and manually adjusted during reservations.

 

Before You Begin

  1. Membership Settings: Ensure the membership is active, and benefits such as Member Pricing and Reservation Credits are correctly configured in the system.

  2. Pricing Rules: Membership credits may respect specific Pricing Rules based on the reservation type they’re applied to. If credits are used for a different reservation type, they will follow the rules of the applied reservation type. 

  3. Manual Adjustments: Benefits can be manually added, edited, or removed during checkout if necessary.

Apply Membership Benefits

  • Navigate to the reservation estimate.
  • Automatic Application: Member Pricing Benefits will automatically apply to applicable items.

    Screen Shot 2025-01-29 at 17.23.21 PM.png 
  • If manually removed: they will not persist in the shopping cart but can be added back manually.
  • Added items to the cart: Member Pricing will automatically apply to any eligible new items.

Apply Reservation Credit Benefits

  • Proceed to Quick Checkout and apply the credits using the dropdown menu or open the Shopping Cart for the reservation.

Screen Shot 2025-01-29 at 17.33.19 PM.png 

    • Automatic Application: Credits will apply in the shopping cart if applicable.

      If a balance remains after credits are applied, users will be redirected to the shopping cart to complete the payment.

      Screen Shot 2025-01-29 at 17.35.21 PM.png

Pet Parent Portal 

Pet parents do not need to take any additional actions to use their membership benefits.

  • Member Pricing Benefits automatically apply to eligible items in booking estimates.
  • Reservation Credit Benefits are applied during checkout.

Warning: These benefits currently cannot be used for packages or retail items in the pet parent portal at this time. If applicable, an alert appears in the shopping cart, prompting the pet parent to contact the business for assistance.

 

Manual Adjustments

Users can make manual changes to Membership Benefits during checkout as needed.

Screen Shot 2025-01-29 at 17.40.03 PM.png

  • Adding Benefits: If a pricing or credit benefit is missing, it can be manually added within the shopping cart.
  • Removing Benefits: Benefits can be removed entirely if they are not applicable.

    Screen Shot 2025-01-29 at 17.40.58 PM.png

Final Invoice

All applied membership benefits are displayed on the final invoice. If a benefit needs to be corrected after checkout, it can be voided. See our article on how to Void Items or Invoices for more information. 

Screen Shot 2025-01-29 at 17.42.40 PM.png

Related Resources

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.