Allow clients to manage memberships themselves
Allow clients to view their membership status and balance, pause, or cancel memberships.
Hey Folks! Happy Friday! Want to be sure you saw that clients can now see their voucher balances in the client portal. We've designed it so clients can check on the redeemable services and the expiration date to drive urgency to book another appointment. Check out the changelog post to learn more! :)
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Dawn Pettit commented
I don't want a client to be able to cancel their membership without talking to us first. Please make this an optional toggle, if you add it on! It is great for them to be able to view the details of their account credits, etc. I just don't want them being able to cancel without visiting with us first. Please, please, please make this an optional toggle!
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Rivae Van Horne commented
Hi! It would be helpful to add a feature where our guests can see their membership details online on their end. Many have requested it. Being able to see how many credits they have, what services or products credits were used on, when their payment draft date is, which credit card is being used for drafts, membership start date, etc would be great.
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Lauren Grandinetti commented
Currently our memberships automatically add an account credit each month. Our customers want to view their membership online through their portal and be able to pause/cancel online. They also want to be able to view their account credit/account balance online without having to call the office.
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Walter Hong commented
Allow clients to be able to view their past purchases and package/membership information online with their own username and password.