Topic
Memberships, packages & gift cards
The things clients buy once and spend down over time, and how each one behaves at checkout.
Contents
Articles
12MembershipsBuild a recurring plan, choose between service credits and an account balance, and understand how billing, pausing and cancellation behave.PackagesSell prepaid session bundles, track who holds what, and redeem a session at checkout.Gift cardsIssue a card, redeem it at checkout, and keep an eye on outstanding balance — which is money you owe.Products and stockSet up the retail catalog, track on-hand quantities per location, run a stock count, and move stock between sites.Reordering, purchase orders, and vendorsWork the reorder list, raise a PO, receive stock partially or in full, and keep supplier records straight.Fix a failed membership paymentWhat happens when a membership card charge fails — the retry schedule, dunning emails, past due status, and how to recover before it lapses.Approve a membership pause requestReview client requests to freeze a membership — check the plan's pause allowance, grant the days, and let auto-resume handle the rest.Run a stock countCount your physical inventory against expected stock, review variances, and apply the corrections in one transaction.Transfer stock between locationsMove products from one location to another with a draft, send, receive workflow — stock only moves when the transfer is received.Reorder low stockSee every product at or below its reorder point, grouped by vendor, and draft a purchase order per vendor in one click.Create discounts and dealsBuild promotion codes, flash sales, and last-minute offers — what auto-applies at checkout, what needs a code, and how to scope and limit each deal.Gift card liability and expiryUnderstand outstanding gift-card balances as money you owe, track them in the liability reports, and decide how to handle expiry.
Elsewhere