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Creating Your Client Loyalty Programs (Memberships)
Creating Your Client Loyalty Programs (Memberships)

By following this guide, you can easily implement and manage client loyalty programs to enhance customer satisfaction and retention.

Updated over a week ago

1. Memberships and Membership Agreements must be made on the web.

Go to your web browser and log in to app.aestheticrecord.com

2. Let's start by creating a membership agreement! This membership agreement will show up when you enroll a patient to a membership program and they will have to sign off on it.

  1. Click on the settings gear in the top right.

  2. Clinical documentation

  3. Patient paperwork

  4. Create multiple agreements for multiple memberships!

3. Now, let's create the membership!

  1. Click on the settings gear in the top right hand corner

  2. POS

  3. Go to Client / Patient Loyalty

  4. Click "EDIT" on the right corner

  5. Name your membership program

  6. Add in your "Thank you" message. For example: "Thank you for being a Lovely Lines loyal client."

  7. Save

NEXT :

Click "ADD NEW TYPE"

4. 1. Enter in the name of your membership, for example "BRONZE BEAUTY"
2. Enter in the discount % (this is the percentage off that your clients get on ALL products/services. This will automatically add a % off at the checkout screen.) If you do not want to give your members a discount off everything in their cart, put 0%. (Under Inventory, you can change the member prices individually.)
3. Add in the monthly membership fees. This is the cost of the program every month. As a reminder, once a patient is enrolled in the program, it will automatically charge the card on file for their membership.
4. Enter in a One-Time Set Up Fee if desired.
5. Now, add in what products or services that the patient gets for free every month. This will automatically add the products or services into the patients wallet.
6. Lastly, choose a color that will represent that specific membership. In a member's patient profile, there will be a star icon with the color that is designated to the membership they signed up for. If you choose to create an additional membership, you will use a different color. That way you can differentiate memberships.

5. Choose to send the membership fee to the patient's wallet if you want the patient to be able to "bank" their monthly membership fees. For example, if your membership is $100/month, you can allow the $100 to automatically go into the patient's wallet so that they can use it on future products or services in your business.

Enable and disable a membership program to show up in the patient portal. If enabled, patients can enroll in your membership online.

Related Articles
Enroll, Edit, Cancel, or Put the Membership on Hold
Utilizing Memberships with Pricing Variations
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