Setting Up Membership Services

Modified on Mon, Oct 10, 2016 at 2:11 PM

Setting up an EFT Membership service n SalonTouch is very similar to setting up a standard tanning service.  Read our article on Setting up a Tanning Service before creating a membership service.  A membership service is any ongoing service that charges the client on a monthly basis for the services received.
  1. Open the service that you wish to convert to an EFT Membership Service.
  2. On the lower right side of the service screen click on the EFT Service drop down and select This is an EFT Service from the list.

  3. Click the Add New Draft + Tax button that appears.

  4. Enter a new draft amount and check off any taxes that will be applied in the row that appears.  Click here to learn how setup up your taxes.

  5. Below you will have the total Draft Amount calculated with the tax.  You can always use the Tax Calculator button to determine the amount it will charge the tax before applying it.

  6. You are able to Prorate the amount the client purchase's the service for in the event of a partial month's time.  This means a $100.00 service purchased on the 16th of September will only cost $50.00 as half the month has already past.

    To Prorate the EFT membership service check Prorate after day and enter the date you are prorating after.  Normally this is the day you run your drafts for the month.

  7. Click Save.

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