Create an Accrual-Based Membership Plan (Beauty Bank)

This article covers how to create an accrual-based membership plan (also known as a beauty bank membership). To create a service-based membership plan that gives clients service credits, follow these steps.

• An accrual-based membership allows clients to add funds to their client account balance instead of receiving service credits.

• Clients can use the money in their account balance to pay for any sales, including any services or products.

• Client account balances never expire, giving clients the flexibility to use their account balance at their convenience.

To create membership plans, you must be an Admin user, or you must have the Can manage membership plans permission enabled in Staff Member settings.

Link copied

Create an accrual-based membership plan

To create an accrual-based membership plan, open the Memberships app and select Manage plans.