What to expect when enabling membership for online purchase
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How to add a membership for online purchase
Edit an existing membership to be available online
Viewing the change on your online store
How to add a membership for online purchase
1. After logging into Moxie Suite click on Services & Products > Memberships then Create a membership button.
2. Check the box that says Allow clients to purchase in online store.
3. Proceed with finalizing the membership creation process. For a full walkthrough and video on that process see this article.
Edit an existing membership to be available online
1. After navigating to your membership page in Moxie suite click on the ellipses > View or Edit.
✏️ Note - If a membership has active members you'll see View, otherwise you'll see Edit.
2. Click on the name of the membership to proceed.
3. Click on the purchase in online store option (same process when creating a new membership) then click Save in the top right corner.
4. You'll be brought back to the View membership page, click Save on the top right corner.
5. The membership will now be available for online purchase
Viewing the change on your online store
❗Important - If someone is not yet a client of your medspa, they won't be able to purchase a membership online. They need to be added as a client first.
1. When a membership is added for online purchase it will create a new memberships tab in your online store that client's can click on. Let's see this in action.
2. Click on Services & products > Packages, deposits, and gift cards.
3. You'll see an Online Store section with you medspa online store link. Click on this link.
4. You'll be brought to your online store which is what clients see. Click on the new Memberships tab to view a list of memberships available for online purchase.
5. As a client I can see:
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- The amount and billing frequency,
- Any initiation or early termination fees, if applicable
- Minimum commitment, if applicable.
- Click View description to learn more about the membership
6. As a client, if I wish to sign up for a membership I can now do so by clicking on the Sign up for this membership button. At which point I would be prompted to sign into my client; portal via phone number (default) or email.
7. The client enter's their one time password sent to their phone (or email if that option was selected)
8. On the Confirm membership page they will see:
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- The membership details (this is the same information on the online store)
- A link to view the membership agreement
- Ability to add or change the default credit card associated with their client profile.
- Add their signature and finalize the purchase
9. The client will see a "Your membership has started" message and can return to their client portal. Memberships are displayed under the Billings tab; they need to scroll to the membership section to view their new membership and any other memberships they have.
Ta da 🎉 You've set up memberships for online purchase!
Watch this video for a walkthrough on enabling memberships for online purchase and the client experience.