Help

Create a Membership in emily.  This is a simple process. You can also edit the membership at any time and it will apply these changes to any new memberships that are purchased, existing memberships will not be affected.

Step 1

Go To Catalog>Memberships tab in Settings.

Step 2

Click +Add New Membership

Step 3 – Add Membership

Add a name for the membership, description, $ amount and applicable taxes. Add a photo as well if desired, as this will help for online purchases of memberships. Also make sure to toggle the membership to “active” if you wish to have it available for purchase.

Step 4 – Usage

a. You can set memberships to expire automatically after X billing cycles or never in which case you can manually cancel the membership. Please note that the membership settings will still apply to any purchases up until the date the membership expires, rather than when it was cancelled.  ie., membership is purchaed on June 6 and cancelled on July 10, the membership would still be active for the patient until August 5 as it remains active until the next billing cycle.

b. Memberships can be automatically cancelled after X billing cycles or manually.

c. You can also limit the number of redemptions for a membership per cycle if desired.

Step 5 – Credits

a. Part or all of the membership fee can be added to the patients account/balance each billing cycle for use in paying future invoices.

Step 6 – Services & Products

a. Add any number of applicable services and products you wish to discount for patients that purchase this membership.

Step 7

Click ADD to make this membership active and available for purchase.