Managing Member Benefits at Checkout
When a member checks out, their credits and discounts apply automatically. Here’s how to handle the most common scenarios—applying credits, handling upgrade costs, and checking their balance.
✨ Best for:
Front desk staff and service providers who check out members daily. Keep this guide handy for quick reference.
Quick Steps
- Add the member’s services and products to the cart
- System automatically detects their membership
- Credits apply to eligible services
- Member discounts apply to products and add-ons
- Collect any remaining balance and complete checkout
✅ Done! Credits are consumed, usage is tracked, and the member's balance updates.
How Checkout Works for Members
What You’ll See
When you start checkout for a member, the system shows:
- Member badge — Confirms they’re an active member
- Available credits — How many service credits they have
- Coverage applied — Which line items are covered by credits
- Member discounts — Percentage off products and additional services
[Screenshot: Checkout screen showing member badge and credits]
What Happens Automatically
- Credits apply first — Eligible services are covered by membership credits
- Discounts apply next — Member pricing on products and add-ons
- Remaining balance calculated — Anything not covered shows as amount due
You don’t have to do anything special—just ring them up as usual.
Common Scenarios
Scenario 1: Service Fully Covered
Situation: Member has 1 facial credit. They’re getting a Classic Facial.
What happens:
- Facial is fully covered by their credit
- $0 due for the facial
- Credit is consumed
- Their balance shows 0 credits remaining
[Screenshot: Fully covered service at checkout]
Scenario 2: Member Wants a Premium Service (Upgrade Cost)
Situation: Member has a credit for Classic Facial ($100 value), but wants a HydraFacial ($175).
What happens:
- Credit covers $100 of the service
- Upgrade cost of $75 is shown as amount due
- Member pays the difference
- Credit is consumed
💡 Tip: This is a great upsell opportunity! "Your membership covers $100—you just pay the $75 difference for the HydraFacial upgrade."
[Screenshot: Upgrade cost shown at checkout]
Scenario 3: Multiple Services, Some Covered
Situation: Member has 1 facial credit. They’re getting a facial AND a massage.
What happens:
- Facial is covered by their credit
- Massage is charged at regular price (or member-discounted price if configured)
- Total shows facial as $0, massage at its price
[Screenshot: Partial coverage at checkout]
Scenario 4: Member Also Buying Products
Situation: Member is getting their facial (covered) and buying a skincare product.
What happens:
- Facial is covered by credit
- Product shows member discount (e.g., 15% off)
- Total = $0 (facial) + discounted product price
[Screenshot: Product with member discount]
Scenario 5: No Credits Available
Situation: Member used their credit earlier this month. Now they want another service.
What happens:
- System shows “0 credits available”
- Service is charged at member price (if member discount exists) or regular price
- You can remind them credits renew on their next billing date
💡 Tip: "Your next credit arrives on [date] when your membership renews. Would you like to book ahead for that day?"
Checking Member Balance
You can check a member’s credit balance anytime:
From their profile:
- Go to Clients and find the member
- Click their Membership tab
- See current credits, expiration dates, and usage history
From checkout:
- Member badge shows credits available
- Click the badge for more details
[Screenshot: Member balance in client profile]
What Happens Next?
- ✅ Credits are consumed and usage is recorded
- ✅ Member’s balance updates in real-time
- ✅ Usage history is tracked for reporting
- ✅ If they used their last credit, they’ll see “0 remaining”
Common Questions
What if the member doesn’t want to use their credit?
Rare, but possible. You can remove the credit coverage and charge the full price instead. Look for the “Remove credit” option on the line item.
Can credits cover multiple services?
It depends on how the membership is configured. Some memberships give 1 credit = 1 service. Others give a dollar amount (e.g., “$100 toward any service”). Check the plan details if you’re unsure.
What if they have rollover credits expiring soon?
The system uses oldest credits first automatically. If a credit is expiring soon, it gets used before newer credits. You can mention this to the member: “Good news—I’m using your older credits first so nothing expires!”
Do discounts stack with other promotions?
Usually no. Member discounts typically don’t combine with promotional discounts. The system applies whichever gives the better value, or follows your business rules.
What if their membership is paused?
Paused members can still use existing credits (they don’t disappear), but they don’t get new credits until they resume. Check their status if you’re unsure.
Pro Tips
🎯 Upsell upgrades: When a member has a basic service credit, mention the upgrade option. "Your membership covers the Classic—want to upgrade to the Signature for just $25 more?"
🛍️ Remind them about product discounts: Members often forget they get discounts on retail. "Don't forget—you get 15% off all our products as a member!"
📅 Book their next visit: After using their credit, ask: "Same time next month? I can book it now so you're all set."