It would be so helpful if there was some way to easily see/identify clients who have memberships. Currently the only way to see is if you go into their profile and look or at checkout when discounts are applied. We are a medspa and our memberships offer discounts on botox, however there is no way in your membership settings to create an automated discount for this service since it is a product price determined by unit; our providers have to manually enter the discount which they don't know to do unless they go into the client profile to see (which just creates more work for busy providers). Currently I have tagged all the clients with memberships and created tags to identify which membership tier they have so it can be seen from the appointment calendar and next to the clients name so providers can easily identify what membership they have and discount appropriately; the problem with this is that I will have to regularly scan for new memberships to tag them for identification which creates more work. In sum, a membership identifier that is immediately attached to the client's profile when they sign up would be amazing, also - if you could create membership settings that add the automatic discount to products/services that are priced by unit would be a HUGE game changer for medspas using your software. Thank you!
It would be so helpful if there was some way to easily see/identify clients who have memberships. Currently the only way to see is if you go into their profile and look or at checkout when discounts are applied. We are a medspa and our memberships offer discounts on botox, however there is no way in your membership settings to create an automated discount for this service since it is a product price determined by unit; our providers have to manually enter the discount which they don't know to do unless they go into the client profile to see (which just creates more work for busy providers). Currently I have tagged all the clients with memberships and created tags to identify which membership tier they have so it can be seen from the appointment calendar and next to the clients name so providers can easily identify what membership they have and discount appropriately; the problem with this is that I will have to regularly scan for new memberships to tag them for identification which creates more work. In sum, a membership identifier that is immediately attached to the client's profile when they sign up would be amazing, also - if you could create membership settings that add the automatic discount to products/services that are priced by unit would be a HUGE game changer for medspas using your software. Thank you!