FAQ: Memberships
Link copiedHow do I archive a membership plan?
If you no longer offer a membership plan, you can archive the plan by opening the Memberships app and selecting Manage plans.
Select the membership plan and select Archive from the "..." menu.
Note: Contact chat support if you need to unarchive a membership plan.
Link copiedCan I add services to a client's membership?
To manually add services to a client’s service-based membership, open the client's membership details and select Add Extra Services.
Select the service to add. Adjust the quantity and expiration date and select Add.
Link copiedHow do I resend the credit card email request to a client?
When you start a new membership for a client, you have the option to request the billing credit card from the client via email.
To resend the credit card email request, open the client's membership details.
Select Change Payment Method from the "..." menu.
Select Request credit card from client via email and select Confirm to send the email.
Link copiedWhat happens if a credit card payment fails for a membership?
When a credit card payment for a membership fails for the first time, the client's membership status changes to Past Due. The system will make four more charge attempts within seven days. If no payment succeeds, the membership status changes to Unpaid.
Learn more about the different membership statuses.
Link copiedHow do I remove membership discounts during checkout?
When creating a membership plan, you can add product and service discounts to the plan. These discounts will be automatically applied to all product purchases and services for clients with an active membership.
You can manually remove these discounts during checkout if needed. This is helpful if the discounts do not apply to certain products or services.
To remove a membership discount during checkout, select Change price.
Select Confirm to remove the membership discount.
If you'd like to remove the membership discounts from the membership plan instead of each individual checkout, edit the membership plan.
Link copiedHow do I change the service expiration date on a client's membership?
Changing the service expiration date on a client's service-based membership can be helpful if you need to give the client more time to redeem their services.
To change the service expiration date on a client's membership, open the client's membership details.
Select Add Extra Services and add a new service group with the updated expiration date.
Remove the previous services by changing the remaining service quantity to 0.
You can use an automated flow to remind clients that their membership credits are about to expire. The Expiring membership credit reminder pre-built flow and Before membership credits expire trigger are available for you to use.
Link copiedHow do I transfer memberships from my previous booking system?
To transfer your client memberships into Mangomint from a previous booking system, create each client membership separately. When creating each membership, you can request a billing credit card from the client via email.
If the client already paid for their membership through your previous booking system, you can enable the First billing date is after start date toggle under Advanced Options. This allows you to update the First Billing Date as needed.
If the client's membership had a specific number of remaining services in your previous booking system, you will need to adjust the number of remaining services.
Once your memberships are transferred into Mangomint, make sure you cancel the memberships in your previous booking system.
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