[{"data":1,"prerenderedAt":1602},["ShallowReactive",2],{"help:\u002Fhelp\u002Fretail\u002Fgive-goodwill-sessions":3,"help-all-categories:en":268,"help-cat-articles:\u002Fhelp\u002Fretail\u002Fgive-goodwill-sessions":397,"help-related:\u002Fhelp\u002Fretail\u002Fgive-goodwill-sessions":398,"help-live-topics:\u002Fhelp\u002Fretail\u002Fgive-goodwill-sessions":1587,"help-counterparts:\u002Fhelp\u002Fretail\u002Fgive-goodwill-sessions":1588},{"id":4,"title":5,"audience":6,"body":7,"category":243,"description":244,"draft":245,"extension":246,"icon":247,"keywords":248,"locale":255,"meta":256,"navigation":257,"order":258,"path":259,"related":260,"seo":263,"sourceHash":264,"stem":265,"translationReviewed":245,"updatedAt":266,"__hash__":267},"help\u002Fhelp\u002Fretail\u002Fgive-goodwill-sessions.md","Give a member extra sessions","clinic",{"type":8,"value":9,"toc":223},"minimark",[10,14,19,42,46,125,139,143,146,171,182,186,192,196,200,203,207,210,214],[11,12,13],"p",{},"Sometimes a member deserves more than their plan gives: a cancelled visit on your side, an illness that ate the month, a treatment that needs redoing. Add sessions to their membership as goodwill, or give their unused sessions more time, and the reason stays on the record.",[15,16,18],"h2",{"id":17},"before-you-start","Before you start",[20,21,22,30],"ul",{},[23,24,25,29],"li",{},[26,27,28],"strong",{},"Who can do it:"," anyone who can run checkouts and issue refunds, since it gives value away.",[23,31,32,35,36,41],{},[26,33,34],{},"It's for plans with included sessions."," The membership needs a plan with session rules, such as one facial a month. See ",[37,38,40],"a",{"href":39},"\u002Fhelp\u002Fretail\u002Fmemberships","Memberships",".",[15,43,45],{"id":44},"give-sessions-as-goodwill","Give sessions as goodwill",[47,48,49,54,68,72,82,86,101,105,112,116],"steps",{},[50,51,53],"h3",{"id":52},"open-the-membership","Open the membership",[11,55,56,57,60,61,64,65,67],{},"Go to ",[26,58,59],{},"Retail → Memberships sold"," and select the member. Or open the client, select ",[26,62,63],{},"Items",", then ",[26,66,40],{},", and select the membership's name.",[50,69,71],{"id":70},"start-the-goodwill","Start the goodwill",[11,73,74,75,78,79,41],{},"Under ",[26,76,77],{},"Sessions and agreement",", select ",[26,80,81],{},"Give sessions",[50,83,85],{"id":84},"choose-what-to-give","Choose what to give",[11,87,88,89,92,93,96,97,100],{},"Choose the ",[26,90,91],{},"Service",", from the services the plan includes. Enter how many ",[26,94,95],{},"Sessions",", from 1 to 50, and the ",[26,98,99],{},"Use by"," date.",[50,102,104],{"id":103},"say-why","Say why",[11,106,107,108,111],{},"Enter a ",[26,109,110],{},"Reason",", such as \"Client was ill for the last two weeks of the period\". It's kept on the audit trail; the client doesn't see it.",[50,113,115],{"id":114},"save","Save",[11,117,118,119,121,122,41],{},"Select ",[26,120,115],{},". You see ",[26,123,124],{},"Sessions updated",[11,126,127,128,130,131,134,135,138],{},"The new sessions are listed under ",[26,129,77],{},", marked ",[26,132,133],{},"goodwill"," beside the service name, with how many are left and their use-by date, such as ",[26,136,137],{},"2 of 2 left · use by"," a date. The client can book and redeem them like any included session.",[15,140,142],{"id":141},"give-sessions-more-time-or-bring-them-back","Give sessions more time, or bring them back",[11,144,145],{},"Every batch of sessions with some left has a button beside it:",[20,147,148,157],{},[23,149,150,153,154,41],{},[26,151,152],{},"Extend",", while they're still valid, opens ",[26,155,156],{},"Give these sessions more time",[23,158,159,162,163,166,167,170],{},[26,160,161],{},"Bring back",", once they've lapsed, opens ",[26,164,165],{},"Bring back lapsed sessions",". A lapsed batch reads ",[26,168,169],{},"lapsed"," with the date.",[11,172,173,174,176,177,179,180,41],{},"Choose the new ",[26,175,99],{}," date, enter a ",[26,178,110],{}," and select ",[26,181,115],{},[15,183,185],{"id":184},"check-it-worked","Check it worked",[11,187,188,189,191],{},"The batch shows the new count or date under ",[26,190,77],{},". At checkout, the sessions are offered for the service like the plan's own.",[15,193,195],{"id":194},"if-something-goes-wrong","If something goes wrong",[50,197,199],{"id":198},"theres-no-give-sessions-button","There's no Give sessions button",[11,201,202],{},"Your role can't issue refunds, or the plan has no services included. Ask an admin, or check the plan's rules.",[50,204,206],{"id":205},"theres-no-sessions-and-agreement-section","There's no Sessions and agreement section",[11,208,209],{},"The plan doesn't give sessions, such as an account-balance plan, and no sessions have been added before.",[50,211,213],{"id":212},"save-stays-greyed-out","Save stays greyed out",[11,215,216,217,219,220,222],{},"Check that the ",[26,218,99],{}," date is after today and the ",[26,221,110],{}," has at least 3 characters.",{"title":224,"searchDepth":225,"depth":225,"links":226},"",2,[227,228,236,237,238],{"id":17,"depth":225,"text":18},{"id":44,"depth":225,"text":45,"children":229},[230,232,233,234,235],{"id":52,"depth":231,"text":53},3,{"id":70,"depth":231,"text":71},{"id":84,"depth":231,"text":85},{"id":103,"depth":231,"text":104},{"id":114,"depth":231,"text":115},{"id":141,"depth":225,"text":142},{"id":184,"depth":225,"text":185},{"id":194,"depth":225,"text":195,"children":239},[240,241,242],{"id":198,"depth":231,"text":199},{"id":205,"depth":231,"text":206},{"id":212,"depth":231,"text":213},"retail","Add sessions to a membership as goodwill, give unused sessions more time, or bring back sessions that lapsed, with a reason on the record.",false,"md","i-lucide-gift",[249,250,251,252,253,254],"goodwill sessions","add free session to membership","extend membership sessions","sessions expired","bring back lapsed sessions","compensate a member","en",{},true,15,"\u002Fhelp\u002Fretail\u002Fgive-goodwill-sessions",[39,261,262],"\u002Fhelp\u002Fretail\u002Fapprove-a-membership-pause-request","\u002Fhelp\u002Fretail\u002Fmembership-agreement-at-the-counter",{"title":5,"description":244},null,"help\u002Fretail\u002Fgive-goodwill-sessions","2026-10-21","4-3zTBCW6_HH38pb7ZH4KUicUAx4qpJHiD4SnO_bBF0",[269,280,289,298,308,316,326,336,346,356,366,376,387],{"id":270,"title":271,"audience":6,"description":272,"extension":273,"icon":274,"locale":255,"meta":275,"order":276,"slug":277,"stem":278,"__hash__":279},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","XWdLlczvAN2WkYFBnnFsRmqcxjJZ2gKwKvv6uq-Vz4E",{"id":281,"title":282,"audience":6,"description":283,"extension":273,"icon":284,"locale":255,"meta":285,"order":225,"slug":286,"stem":287,"__hash__":288},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","z3KR3OktnhLsaie4PXcbGNMx2_qwpSKICgucJhJPImo",{"id":290,"title":291,"audience":6,"description":292,"extension":273,"icon":293,"locale":255,"meta":294,"order":231,"slug":295,"stem":296,"__hash__":297},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","d3fGaGbg8UVNzV86Sm3UhMBmMVU5Uq7xuctHaJF8YEg",{"id":299,"title":300,"audience":6,"description":301,"extension":273,"icon":302,"locale":255,"meta":303,"order":304,"slug":305,"stem":306,"__hash__":307},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","dyjAyAySpkmSCM4wiDyiDzqMd8ozhtKDP-iw7hL5GB8",{"id":309,"title":310,"audience":6,"description":311,"extension":273,"icon":247,"locale":255,"meta":312,"order":313,"slug":243,"stem":314,"__hash__":315},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, gift cards & stock","Memberships, packages and gift cards clients spend down over time, plus discounts, products and stock.",{},5,"help\u002Fcategories\u002Fretail","_LyI2n8iDSMGQx_VrxsZYiqFdvhoiBB-wdOVIQERjow",{"id":317,"title":318,"audience":6,"description":319,"extension":273,"icon":320,"locale":255,"meta":321,"order":322,"slug":323,"stem":324,"__hash__":325},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, Planner boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","luSTIvbrxAnMbbljwzuwD35YR2Xq6-n6HziARRXrq14",{"id":327,"title":328,"audience":6,"description":329,"extension":273,"icon":330,"locale":255,"meta":331,"order":332,"slug":333,"stem":334,"__hash__":335},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Invite your team, set working hours and shifts, and handle timesheets, time off, commission and payroll.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","82p-BQ6CYYNNt1GO80K3LXk-zcP5_6Tz-OA8hzQWB0Q",{"id":337,"title":338,"audience":6,"description":339,"extension":273,"icon":340,"locale":255,"meta":341,"order":342,"slug":343,"stem":344,"__hash__":345},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read and export your reports, and grow with campaigns, automations, reviews, loyalty and Oryx.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","8zQ8GEUGer6qaVxqH4V6H7Qa1R1CPcZ1gkGsL74JZSQ",{"id":347,"title":348,"audience":6,"description":349,"extension":273,"icon":350,"locale":255,"meta":351,"order":352,"slug":353,"stem":354,"__hash__":355},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","Rh-1T4iTtJkcK-o-n1olOGqTuFb3u3HsJ3w9anPS5Ak",{"id":357,"title":358,"audience":6,"description":359,"extension":273,"icon":360,"locale":255,"meta":361,"order":362,"slug":363,"stem":364,"__hash__":365},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8rq4IYJIBjfrS6vI3NVuFEa6_2DFJY9hHbhft5lmpYA",{"id":367,"title":368,"audience":6,"description":369,"extension":273,"icon":370,"locale":255,"meta":371,"order":372,"slug":373,"stem":374,"__hash__":375},"helpCategories\u002Fhelp\u002Fcategories\u002Fclasses.yml","Classes","Set up class types and a weekly timetable, run the roster and check-in, and change or cancel a class.","i-lucide-users-round",{},11,"classes","help\u002Fcategories\u002Fclasses","FSCZW6YrpwxAdhnLI0Ifyxs7zSnOE5ugnsH8kDrDi-s",{"id":377,"title":378,"audience":379,"description":380,"extension":273,"icon":381,"locale":255,"meta":382,"order":383,"slug":384,"stem":385,"__hash__":386},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","GGAAKN9iClyv52FA3Er7Af4YQtGbIzTRT303vOeiSB4",{"id":388,"title":389,"audience":379,"description":390,"extension":273,"icon":391,"locale":255,"meta":392,"order":393,"slug":394,"stem":395,"__hash__":396},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","uo0Lw9Pu1VwWJX1_sOT4LXIaNXQ4An31M7StYYHtcBw",[],[399,1002,1351],{"id":400,"title":40,"audience":6,"body":401,"category":243,"description":986,"draft":245,"extension":246,"icon":987,"keywords":988,"locale":255,"meta":994,"navigation":257,"order":362,"path":39,"related":995,"seo":998,"sourceHash":264,"stem":999,"translationReviewed":245,"updatedAt":1000,"__hash__":1001},"help\u002Fhelp\u002Fretail\u002Fmemberships.md",{"type":8,"value":402,"toc":962},[403,409,411,432,436,597,604,610,613,734,738,752,781,788,792,813,817,826,852,856,877,895,914,918,929,935,937,943,945,949,955,959],[11,404,405,406,41],{},"A membership is a plan clients pay for every month, quarter or year. Each period it gives them included sessions or money to spend, plus any perks you add, applied by themselves at checkout. Plans live under ",[26,407,408],{},"Retail → Memberships",[15,410,18],{"id":17},[20,412,413,418],{},[23,414,415,417],{},[26,416,28],{}," seeing plans needs access to revenue setup; creating and changing them needs permission to manage it.",[23,419,420,423,424,427,428,431],{},[26,421,422],{},"Decide the plan type."," ",[26,425,426],{},"Service credits"," gives included sessions each period, such as one facial a month. ",[26,429,430],{},"Account balance"," adds money to the member's wallet each period, to spend on any service or product.",[15,433,435],{"id":434},"create-a-plan","Create a plan",[47,437,438,442,449,453,467,471,500,504,518,522,536,540,563,567,589,591],{},[50,439,441],{"id":440},"start","Start",[11,443,56,444,179,446,41],{},[26,445,408],{},[26,447,448],{},"New plan",[50,450,452],{"id":451},"describe-it","Describe it",[11,454,74,455,458,459,462,463,466],{},[26,456,457],{},"Details",", enter the ",[26,460,461],{},"Name"," and a short ",[26,464,465],{},"Description"," of what's included and who it's for.",[50,468,470],{"id":469},"set-the-price","Set the price",[11,472,74,473,458,476,479,480,483,484,487,488,491,492,495,496,499],{},[26,474,475],{},"Billing",[26,477,478],{},"Price"," and choose ",[26,481,482],{},"Monthly",", ",[26,485,486],{},"Quarterly"," or ",[26,489,490],{},"Annual",". ",[26,493,494],{},"Sales tax"," is charged on the sale and on every renewal; leave it on ",[26,497,498],{},"Default (org tax)"," to use your service tax.",[50,501,503],{"id":502},"choose-the-plan-type","Choose the plan type",[11,505,74,506,509,510,487,512,514,515,41],{},[26,507,508],{},"Plan type",", choose ",[26,511,426],{},[26,513,430],{},". For an account balance, enter the ",[26,516,517],{},"Funds added each period",[50,519,521],{"id":520},"add-the-included-sessions","Add the included sessions",[11,523,524,525,179,528,531,532,535],{},"For service credits, open ",[26,526,527],{},"Benefits",[26,529,530],{},"Add services"," under ",[26,533,534],{},"Included sessions",". Choose each service and how many sessions each period.",[50,537,539],{"id":538},"decide-what-happens-to-unused-sessions","Decide what happens to unused sessions",[11,541,74,542,509,545,487,548,551,552,555,556,491,559,562],{},[26,543,544],{},"Credits & rollover",[26,546,547],{},"Use within the period",[26,549,550],{},"Carry over",". With carry over, you can set ",[26,553,554],{},"Rolled-over credits expire after (periods)"," and ",[26,557,558],{},"Maximum banked credits",[26,560,561],{},"Keep credits usable after cancellation (days)"," gives cancelled members time to use what they have left.",[50,564,566],{"id":565},"set-the-rules","Set the rules",[11,568,569,570,573,574,577,578,555,581,584,585,588],{},"Open ",[26,571,572],{},"Rules"," and set the ",[26,575,576],{},"Term & commitment",", the ",[26,579,580],{},"Pause policy",[26,582,583],{},"Limits & extras"," (see below). Add your ",[26,586,587],{},"Terms & conditions",", which clients see when they buy.",[50,590,115],{"id":114},[11,592,118,593,596],{},[26,594,595],{},"Create membership",". Then open it again to add perks.",[598,599],"help-shot",{"alt":600,"height":601,"src":602,"width":603},"Editing the Monthly Glow plan: Details, Benefits and Rules tabs, the Name and Description, Billing set to Monthly at $99.00 a month, Sales tax on Default (org tax), and Save changes at the bottom.",854,"\u002Fhelp\u002Fretail\u002Fmemberships\u002Fplan.webp",660,[11,605,606,609],{},[26,607,608],{},"How sessions work, as clients see it"," previews the rules in plain words. Clients see it before they buy, confirm it at the counter, and it's kept with each membership as the terms they agreed to.",[15,611,572],{"id":612},"rules",[614,615,616,629],"table",{},[617,618,619],"thead",{},[620,621,622,626],"tr",{},[623,624,625],"th",{},"Setting",[623,627,628],{},"What it does",[630,631,632,643,657,667,677,694,704,714,724],"tbody",{},[620,633,634,640],{},[635,636,637],"td",{},[26,638,639],{},"Open-ended",[635,641,642],{},"Renews each period until the member cancels",[620,644,645,650],{},[635,646,647],{},[26,648,649],{},"Fixed-term",[635,651,652,653,656],{},"Charges for the ",[26,654,655],{},"Number of billing cycles",", then ends",[620,658,659,664],{},[635,660,661],{},[26,662,663],{},"Minimum cycles before cancel",[635,665,666],{},"How many periods members must stay. 0 means cancel any time.",[620,668,669,674],{},[635,670,671],{},[26,672,673],{},"Early-exit fee",[635,675,676],{},"Charged if they cancel before the minimum. Leave it empty to block early cancelling.",[620,678,679,684],{},[635,680,681],{},[26,682,683],{},"Let members pause",[635,685,686,687,555,690,693],{},"Members can ask to pause from their account, up to the ",[26,688,689],{},"Max pauses",[26,691,692],{},"Max paused days"," you set",[620,695,696,701],{},[635,697,698],{},[26,699,700],{},"Freeze fee",[635,702,703],{},"Charged to the card on file each time the membership is paused. Leave it empty for free pauses.",[620,705,706,711],{},[635,707,708],{},[26,709,710],{},"Stop after N renewals",[635,712,713],{},"Billing stops after this many renewals. Leave it empty for no limit.",[620,715,716,721],{},[635,717,718],{},[26,719,720],{},"Members included",[635,722,723],{},"Above 1, the main member can add family who share the same sessions",[620,725,726,731],{},[635,727,728],{},[26,729,730],{},"Can be gifted",[635,732,733],{},"Lets someone buy the plan for someone else",[15,735,737],{"id":736},"add-perks","Add perks",[11,739,740,741,78,744,747,748,751],{},"Open the saved plan and, under ",[26,742,743],{},"Perks",[26,745,746],{},"Add a perk",". Choose the ",[26,749,750],{},"Perk type",":",[20,753,754,763,769,775],{},[23,755,756,487,759,762],{},[26,757,758],{},"Service discount",[26,760,761],{},"Product discount",": a percentage or fixed amount off all services or products, a category, or one item.",[23,764,765,768],{},[26,766,767],{},"Free add-on",": a chosen add-on at no charge.",[23,770,771,774],{},[26,772,773],{},"Priority booking window",": members can book up to 90 days ahead.",[23,776,777,780],{},[26,778,779],{},"Exclusive member-only service",": a service only members can book.",[11,782,783,784,787],{},"Members get perks by themselves, with no code. ",[26,785,786],{},"Stacks with promo codes"," decides whether a promo code can be added on top. Leave it off, and a code is refused at checkout while the perk is on the sale.",[15,789,791],{"id":790},"sell-a-membership","Sell a membership",[11,793,794,795,78,798,800,801,805,806,809,810,812],{},"At checkout, under ",[26,796,797],{},"Add to cart",[26,799,40],{}," and choose the plan. Clients can also join from your booking site. See ",[37,802,804],{"href":803},"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","Take a payment",". To send a plan as a present, select ",[26,807,808],{},"Gift a membership"," on the ",[26,811,40],{}," page.",[15,814,816],{"id":815},"see-whos-a-member","See who's a member",[11,818,56,819,821,822,825],{},[26,820,59],{}," to see every member, their status and ",[26,823,824],{},"Next renewal",". Select one to see their sessions, wallet, terms and full activity.",[20,827,828,834,839,845],{},[23,829,830,831,41],{},"To pause a membership, or approve a member's request, see ",[37,832,833],{"href":261},"Pause a membership or approve a pause request",[23,835,836,837,41],{},"To add sessions as goodwill, or give unused ones more time, see ",[37,838,5],{"href":259},[23,840,841,842,41],{},"Selling at the counter asks you to go through the plan's rules with the client first. See ",[37,843,844],{"href":262},"Go through a membership's rules at the counter",[23,846,847,848,41],{},"When a renewal payment fails, see ",[37,849,851],{"href":850},"\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment","Fix a failed membership payment",[15,853,855],{"id":854},"cancel-a-membership","Cancel a membership",[11,857,858,859,861,862,864,865,868,869,872,873,876],{},"Open the membership from ",[26,860,59],{},", or from the client's ",[26,863,63],{},", then open its ",[26,866,867],{},"⋮"," menu and select ",[26,870,871],{},"Cancel membership",". Under ",[26,874,875],{},"When it ends",", choose:",[20,878,879,889],{},[23,880,881,884,885,888],{},[26,882,883],{},"At the end of the paid period",", with its date: perks stay until then, and it won't renew. The membership then shows ",[26,886,887],{},"Membership ends"," and the date.",[23,890,891,894],{},[26,892,893],{},"Now",": perks stop straight away and it won't renew. Sessions the client already has stay usable for the grace period in the plan's rules. This can't be undone.",[11,896,118,897,900,901,483,904,483,907,910,911,41],{},[26,898,899],{},"Cancel it",". The same menu holds ",[26,902,903],{},"Pause membership",[26,905,906],{},"Resume membership",[26,908,909],{},"Renew now"," and, for a family plan, ",[26,912,913],{},"Manage members",[15,915,917],{"id":916},"stop-selling-a-plan","Stop selling a plan",[11,919,920,921,924,925,928],{},"Switch off ",[26,922,923],{},"Available for new members"," to hide it from checkout for a while, or choose ",[26,926,927],{},"Archive"," to retire it. Either way, current members keep their benefits.",[930,931,932],"caution",{},[11,933,934],{},"Memberships brought in with the data import are records only: no auto-renew, no renewal date and no sessions to redeem, so no card is charged. Collect the member's card and restart billing yourself when you're ready.",[15,936,185],{"id":184},[11,938,939,940,942],{},"The plan is on the ",[26,941,40],{}," page with its price and included sessions, and you can add it at checkout.",[15,944,195],{"id":194},[50,946,948],{"id":947},"the-plan-isnt-at-checkout","The plan isn't at checkout",[11,950,951,952,954],{},"Check ",[26,953,923],{}," is ticked, the plan isn't archived, and it's valid at this location.",[50,956,958],{"id":957},"a-members-discount-didnt-apply","A member's discount didn't apply",[11,960,961],{},"Check the perk covers the service or product, and that the membership is active, not paused or past due.",{"title":224,"searchDepth":225,"depth":225,"links":963},[964,965,975,976,977,978,979,980,981,982],{"id":17,"depth":225,"text":18},{"id":434,"depth":225,"text":435,"children":966},[967,968,969,970,971,972,973,974],{"id":440,"depth":231,"text":441},{"id":451,"depth":231,"text":452},{"id":469,"depth":231,"text":470},{"id":502,"depth":231,"text":503},{"id":520,"depth":231,"text":521},{"id":538,"depth":231,"text":539},{"id":565,"depth":231,"text":566},{"id":114,"depth":231,"text":115},{"id":612,"depth":225,"text":572},{"id":736,"depth":225,"text":737},{"id":790,"depth":225,"text":791},{"id":815,"depth":225,"text":816},{"id":854,"depth":225,"text":855},{"id":916,"depth":225,"text":917},{"id":184,"depth":225,"text":185},{"id":194,"depth":225,"text":195,"children":983},[984,985],{"id":947,"depth":231,"text":948},{"id":957,"depth":231,"text":958},"Create a membership plan with included sessions or a wallet balance, set its rules and perks, sell it, and see who your members are.","i-lucide-repeat",[989,990,991,992,993],"set up memberships","create a membership plan","sell a membership","membership billing and renewal","pause or cancel a membership",{},[996,803,997,262],"\u002Fhelp\u002Fretail\u002Fpackages","\u002Fhelp\u002Fsettings\u002Fimport-your-data",{"title":40,"description":986},"help\u002Fretail\u002Fmemberships","2026-10-28","igS8jAvyzm3hDUdSS4UzayHlWXI92sGu3KUPzeqhrlU",{"id":1003,"title":833,"audience":6,"body":1004,"category":243,"description":1335,"draft":245,"extension":246,"icon":1336,"keywords":1337,"locale":255,"meta":1345,"navigation":257,"order":1346,"path":261,"related":1347,"seo":1348,"sourceHash":264,"stem":1349,"translationReviewed":245,"updatedAt":266,"__hash__":1350},"help\u002Fhelp\u002Fretail\u002Fapprove-a-membership-pause-request.md",{"type":8,"value":1005,"toc":1311},[1006,1009,1011,1026,1030,1033,1126,1129,1144,1148,1151,1212,1215,1221,1225,1236,1247,1249,1281,1283,1287,1290,1294,1297,1301,1304,1308],[11,1007,1008],{},"A paused membership stops billing until it resumes, and its renewal date and unused sessions move forward by the time paused. You can pause one yourself from the client's profile, or approve a pause a member asked for from their account.",[15,1010,18],{"id":17},[20,1012,1013,1018],{},[23,1014,1015,1017],{},[26,1016,28],{}," anyone who can run checkouts.",[23,1019,1020,1023,1024,41],{},[26,1021,1022],{},"The plan sets the member's own limits:"," how many pauses and paused days a member gets, and any freeze fee. See ",[37,1025,40],{"href":39},[15,1027,1029],{"id":1028},"pause-a-membership-yourself","Pause a membership yourself",[11,1031,1032],{},"Use this when a client asks at the desk or on the phone, for example for an injury or a long trip.",[47,1034,1035,1037,1050,1054,1070,1074,1091,1095,1106,1110],{},[50,1036,53],{"id":52},[11,1038,1039,1040,64,1042,1044,1045,1047,1048,41],{},"Open the client, select ",[26,1041,63],{},[26,1043,40],{},". Select ",[26,1046,867],{}," beside the membership and choose ",[26,1049,903],{},[50,1051,1053],{"id":1052},"choose-when-it-starts","Choose when it starts",[11,1055,74,1056,509,1059,1062,1063,1066,1067,41],{},[26,1057,1058],{},"When does the pause start?",[26,1060,1061],{},"Today",", or ",[26,1064,1065],{},"On a later day"," and pick the day in ",[26,1068,1069],{},"Pause starts on",[50,1071,1073],{"id":1072},"choose-when-it-ends","Choose when it ends",[11,1075,74,1076,509,1079,1082,1083,1086,1087,1090],{},[26,1077,1078],{},"When does it end?",[26,1080,1081],{},"On a day"," and pick it in ",[26,1084,1085],{},"Resumes on",". The membership resumes on its own that morning. Or choose ",[26,1088,1089],{},"When you resume it"," to leave it paused until someone at the front desk resumes it.",[50,1092,1094],{"id":1093},"decide-about-the-fee-and-the-email","Decide about the fee and the email",[11,1096,1097,1098,1101,1102,1105],{},"If the plan has a pause fee and the client has a card on file, ",[26,1099,1100],{},"Charge the $X pause fee"," is on, and the dialog names the card it goes to. Turn it off to waive the fee. If that card has an open dispute, the dialog warns you. The email box, such as ",[26,1103,1104],{},"Email Jordan about the pause",", is ticked: it sends the client the dates and any fee. Untick it if they don't need one.",[50,1107,1109],{"id":1108},"confirm","Confirm",[11,1111,118,1112,1062,1115,1118,1119,487,1122,1125],{},[26,1113,1114],{},"Pause now",[26,1116,1117],{},"Book pause"," for a later start. You see ",[26,1120,1121],{},"Membership paused",[26,1123,1124],{},"Pause booked for"," the day it starts.",[11,1127,1128],{},"A pause you set doesn't use up the member's own pause allowance. Only pauses the member sets from their account, or asks you for, count towards it.",[11,1130,1131,1132,1047,1134,1136,1137,64,1140,1143],{},"To end an open pause, select ",[26,1133,867],{},[26,1135,906],{},". To call off a pause booked for later, choose ",[26,1138,1139],{},"Cancel booked pause",[26,1141,1142],{},"Cancel pause",". Nothing is charged, and the client is emailed that it's off.",[15,1145,1147],{"id":1146},"approve-or-deny-a-members-request","Approve or deny a member's request",[11,1149,1150],{},"When a plan doesn't let members pause it themselves, they can ask instead from their account.",[47,1152,1153,1157,1172,1176,1189,1193,1200,1204],{},[50,1154,1156],{"id":1155},"open-pause-requests","Open Pause requests",[11,1158,56,1159,179,1161,1164,1165,1168,1169,41],{},[26,1160,408],{},[26,1162,1163],{},"Pause requests"," at the top. The button shows how many are waiting. On a phone, a banner reads ",[26,1166,1167],{},"2 pause requests waiting",": select ",[26,1170,1171],{},"Review",[50,1173,1175],{"id":1174},"read-the-request","Read the request",[11,1177,1178,1179,1182,1183,1185,1186,41],{},"Each one shows the client, the plan, ",[26,1180,1181],{},"Requested 14 days",", their ",[26,1184,110],{},", and how many pause days they've used, such as ",[26,1187,1188],{},"10 of 30 pause days used",[50,1190,1192],{"id":1191},"choose-the-days","Choose the days",[11,1194,1195,1196,1199],{},"Change ",[26,1197,1198],{},"Days"," to grant fewer than they asked for. You can't grant more than the plan has left.",[50,1201,1203],{"id":1202},"decide","Decide",[11,1205,118,1206,487,1209,41],{},[26,1207,1208],{},"Approve",[26,1210,1211],{},"Deny",[11,1213,1214],{},"The client gets an email and a message in their account either way, with the date the membership resumes if you approved it.",[1216,1217,1218],"warning",{},[11,1219,1220],{},"Approving charges the plan's pause fee to the card on file, if the plan has one and the client has a card. The request says so before you approve. If the card has an open dispute, the request warns you: charging it again can lead to another dispute.",[15,1222,1224],{"id":1223},"what-a-pause-does","What a pause does",[20,1226,1227,1230,1233],{},[23,1228,1229],{},"Billing stops for the time paused.",[23,1231,1232],{},"When it resumes, the renewal date and the expiry of every unused session move forward by the time paused.",[23,1234,1235],{},"A pause the member set or asked for counts towards the plan's allowance and its maximum number of pauses. A pause you set yourself doesn't.",[1216,1237,1238],{},[11,1239,1240,1241,1244,1245,41],{},"A membership that's ",[26,1242,1243],{},"past due"," can be paused, but pausing doesn't fix the failed card. When it resumes, it's past due again. See ",[37,1246,851],{"href":850},[15,1248,185],{"id":184},[20,1250,1251,1268],{},[23,1252,1253,1254,1256,1257,1260,1261,1062,1264,1267],{},"On the client's ",[26,1255,63],{},", the membership shows its pause: ",[26,1258,1259],{},"resumes"," with the date, ",[26,1262,1263],{},"Paused until resumed",[26,1265,1266],{},"Pause starts"," with the date for a booked pause.",[23,1269,1270,1271,130,1274,487,1277,1280],{},"A decided request moves to ",[26,1272,1273],{},"Recently decided",[26,1275,1276],{},"Approved",[26,1278,1279],{},"Denied",", with the name of who decided it.",[15,1282,195],{"id":194},[50,1284,1286],{"id":1285},"the-pause-fee-could-not-be-charged","\"The pause fee could not be charged\"",[11,1288,1289],{},"The membership is paused, but the card was declined. Collect the fee at the till.",[50,1291,1293],{"id":1292},"theres-no-card-on-file-for-the-fee","There's no card on file for the fee",[11,1295,1296],{},"The dialog says so. Pause the membership and collect the fee at the till.",[50,1298,1300],{"id":1299},"pause-allowance-exceeded","\"Pause allowance exceeded\"",[11,1302,1303],{},"The days you chose for a request are more than the plan has left. Grant fewer, or deny the request and explain.",[50,1305,1307],{"id":1306},"this-request-has-already-been-decided","\"This request has already been decided\"",[11,1309,1310],{},"Someone else decided it first. Refresh the page.",{"title":224,"searchDepth":225,"depth":225,"links":1312},[1313,1314,1321,1327,1328,1329],{"id":17,"depth":225,"text":18},{"id":1028,"depth":225,"text":1029,"children":1315},[1316,1317,1318,1319,1320],{"id":52,"depth":231,"text":53},{"id":1052,"depth":231,"text":1053},{"id":1072,"depth":231,"text":1073},{"id":1093,"depth":231,"text":1094},{"id":1108,"depth":231,"text":1109},{"id":1146,"depth":225,"text":1147,"children":1322},[1323,1324,1325,1326],{"id":1155,"depth":231,"text":1156},{"id":1174,"depth":231,"text":1175},{"id":1191,"depth":231,"text":1192},{"id":1202,"depth":231,"text":1203},{"id":1223,"depth":225,"text":1224},{"id":184,"depth":225,"text":185},{"id":194,"depth":225,"text":195,"children":1330},[1331,1332,1333,1334],{"id":1285,"depth":231,"text":1286},{"id":1292,"depth":231,"text":1293},{"id":1299,"depth":231,"text":1300},{"id":1306,"depth":231,"text":1307},"Pause a member's plan from the front desk, now or from a later day, or review a member's request to freeze it and grant the days.","i-lucide-pause-circle",[1338,1339,1340,1341,1342,1343,1344],"membership pause request","freeze membership","pause a membership for a client","approve membership freeze","client wants to pause membership","pause allowance days","resume membership",{},60,[39,850,259],{"title":833,"description":1335},"help\u002Fretail\u002Fapprove-a-membership-pause-request","bNAv5Qp7phnGJOe_ZRa9Mz3kkHv7IKlK_RTq0E-ZOQ0",{"id":1352,"title":844,"audience":6,"body":1353,"category":243,"description":1572,"draft":245,"extension":246,"icon":1573,"keywords":1574,"locale":255,"meta":1581,"navigation":257,"order":1582,"path":262,"related":1583,"seo":1584,"sourceHash":264,"stem":1585,"translationReviewed":245,"updatedAt":266,"__hash__":1586},"help\u002Fhelp\u002Fretail\u002Fmembership-agreement-at-the-counter.md",{"type":8,"value":1354,"toc":1557},[1355,1358,1360,1377,1381,1424,1442,1446,1461,1465,1482,1485,1529,1536,1538,1542,1550,1554],[11,1356,1357],{},"When you sell a membership at the counter, Owneli asks you to go through how its sessions work with the client first, and records that they agreed. A client who knows what each month includes, and what happens to sessions they don't use, is far less likely to dispute a renewal later.",[15,1359,18],{"id":17},[20,1361,1362,1366],{},[23,1363,1364,1017],{},[26,1365,28],{},[23,1367,1368,1371,1372,1374,1375,41],{},[26,1369,1370],{},"Set the plan's rules and terms first."," What each period includes, carry-over, pauses and your own ",[26,1373,587],{}," all come from the plan. See ",[37,1376,40],{"href":39},[15,1378,1380],{"id":1379},"sell-the-membership","Sell the membership",[47,1382,1383,1387,1396,1400,1407,1411,1414,1418],{},[50,1384,1386],{"id":1385},"add-the-membership-to-the-sale","Add the membership to the sale",[11,1388,74,1389,78,1391,1393,1394,41],{},[26,1390,797],{},[26,1392,40],{}," and choose the plan. See ",[37,1395,804],{"href":803},[50,1397,1399],{"id":1398},"move-on-from-the-cart","Move on from the cart",[11,1401,1402,1403,1406],{},"When you continue to the tip or payment step, ",[26,1404,1405],{},"How the membership sessions work"," opens.",[50,1408,1410],{"id":1409},"go-through-it-with-the-client","Go through it with the client",[11,1412,1413],{},"Read the list with them. It shows the plan's rules, such as what each period includes and what happens to unused sessions, followed by your own terms.",[50,1415,1417],{"id":1416},"record-their-answer","Record their answer",[11,1419,118,1420,1423],{},[26,1421,1422],{},"The client agreed"," once they've agreed. The sale carries on to payment, and Owneli records who confirmed it and when.",[1425,1426,1427],"note",{},[11,1428,1429,1430,1433,1434,1437,1438,1441],{},"Not ready? Select ",[26,1431,1432],{},"Not now",". The sale carries on, but the counter won't take a card or cash for the membership until the client agrees: the ",[26,1435,1436],{},"Charge"," button, such as ",[26,1439,1440],{},"Charge $95.00",", opens the rules again.",[15,1443,1445],{"id":1444},"let-the-client-agree-on-their-phone","Let the client agree on their phone",[11,1447,1448,1452,1453,1456,1457,1460],{},[37,1449,1451],{"href":1450},"\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link","Send a pay link"," instead of taking payment at the counter. The client sees ",[26,1454,1455],{},"How your membership sessions work"," on the payment page and ticks ",[26,1458,1459],{},"I have read how the sessions work and agree."," before their card details open.",[15,1462,1464],{"id":1463},"where-the-agreement-is-kept","Where the agreement is kept",[11,1466,858,1467,861,1469,872,1471,1473,1474,1477,1478,1481],{},[26,1468,59],{},[26,1470,63],{},[26,1472,77],{}," it reads, for example, ",[26,1475,1476],{},"The client agreed to how sessions work in person on"," the date, with the name of who confirmed it. An agreement made through a pay link or online reads ",[26,1479,1480],{},"online"," instead.",[11,1483,1484],{},"Some memberships have no agreement, and say why:",[614,1486,1487,1497],{},[617,1488,1489],{},[620,1490,1491,1494],{},[623,1492,1493],{},"It reads",[623,1495,1496],{},"Because",[630,1498,1499,1509,1519],{},[620,1500,1501,1506],{},[635,1502,1503],{},[26,1504,1505],{},"Assigned by staff: no client agreement was needed.",[635,1507,1508],{},"You assigned the plan from the client's profile, without a sale",[620,1510,1511,1516],{},[635,1512,1513],{},[26,1514,1515],{},"Received as a gift: the rules below applied.",[635,1517,1518],{},"Someone bought it for them as a gift",[620,1520,1521,1526],{},[635,1522,1523],{},[26,1524,1525],{},"No agreement was recorded for this membership.",[635,1527,1528],{},"It was sold before agreements were recorded",[11,1530,1531,1532,41],{},"If a client disputes a membership charge with their bank, the agreement is part of the evidence Owneli puts together for you. See ",[37,1533,1535],{"href":1534},"\u002Fhelp\u002Fcheckout\u002Fcard-disputes","Respond to a card dispute",[15,1537,195],{"id":194},[50,1539,1541],{"id":1540},"go-through-how-the-membership-sessions-work-with-the-client-before-taking-payment","\"Go through how the membership sessions work with the client before taking payment\"",[11,1543,1544,1545,1547,1548,41],{},"The client hasn't agreed yet. Select ",[26,1546,1436],{}," again, go through the rules, and select ",[26,1549,1422],{},[50,1551,1553],{"id":1552},"could-not-load-the-membership-rules","\"Could not load the membership rules\"",[11,1555,1556],{},"The connection dropped while the rules were loading. Close the dialog and continue again.",{"title":224,"searchDepth":225,"depth":225,"links":1558},[1559,1560,1566,1567,1568],{"id":17,"depth":225,"text":18},{"id":1379,"depth":225,"text":1380,"children":1561},[1562,1563,1564,1565],{"id":1385,"depth":231,"text":1386},{"id":1398,"depth":231,"text":1399},{"id":1409,"depth":231,"text":1410},{"id":1416,"depth":231,"text":1417},{"id":1444,"depth":225,"text":1445},{"id":1463,"depth":225,"text":1464},{"id":194,"depth":225,"text":195,"children":1569},[1570,1571],{"id":1540,"depth":231,"text":1541},{"id":1552,"depth":231,"text":1553},"Before a client pays for a membership at the counter, go through how its sessions work and record that they agreed, or send a pay link instead.","i-lucide-clipboard-check",[1575,1576,1577,1578,1579,1580],"membership agreement","membership terms at checkout","client agreed to membership rules","how the membership sessions work","cannot take payment for membership","membership terms and conditions",{},12,[39,803,1534],{"title":844,"description":1572},"help\u002Fretail\u002Fmembership-agreement-at-the-counter","TmcaXDdoP4rj5Ix51MUbgn0CKNCkblzK8PQLWP2sYsM",[],[1589,1591,1593,1595,1597,1599,1600],{"path":1590,"translationReviewed":257},"\u002Fhelp\u002Fel\u002Fretail\u002Fgive-goodwill-sessions",{"path":1592,"translationReviewed":257},"\u002Fhelp\u002Fes\u002Fretail\u002Fgive-goodwill-sessions",{"path":1594,"translationReviewed":257},"\u002Fhelp\u002Ffr\u002Fretail\u002Fgive-goodwill-sessions",{"path":1596,"translationReviewed":257},"\u002Fhelp\u002Fpt-br\u002Fretail\u002Fgive-goodwill-sessions",{"path":1598,"translationReviewed":257},"\u002Fhelp\u002Fpt-pt\u002Fretail\u002Fgive-goodwill-sessions",{"path":259,"translationReviewed":245},{"path":1601,"translationReviewed":257},"\u002Fhelp\u002Fsq\u002Fretail\u002Fgive-goodwill-sessions",1794073890804]