Online Membership Enrollment
Let clients sign up for memberships without staff assistance. Share a link or embed the signup form on your website.
Best for:
Owners wanting to grow membership sign-ups through their website, social media, or email campaigns.
How Online Enrollment Works
Clients can sign up for memberships through a self-service flow:
- Client clicks your membership link or visits your booking site
- They choose a membership plan
- They enter their information and payment details
- They agree to membership terms
- Membership activates immediately with credits ready to use
No staff involvement needed.
Two Ways to Offer Online Enrollment
Option 1: Shareable Link
A direct link to your membership signup page. Share it anywhere:
- Email campaigns
- Social media posts
- Text messages
- QR codes in your spa
Get your link: Settings → Memberships → Copy Enrollment Link
Option 2: Embed on Your Website
Add a membership signup widget directly to your website.
Get the embed code: Settings → Memberships → Get Embed Code
Copy the code and paste it into your website where you want the signup form to appear.
Setting Up Online Enrollment
Step 1: Enable Online Enrollment
- Go to Settings → Memberships
- Turn on Allow Online Enrollment
Step 2: Choose Which Plans Are Available
Not all plans need to be available online. For each plan:
- Open the membership plan
- Check Available for Online Enrollment
- Save
Tip: Keep your online options simple. One or two plans work better than overwhelming clients with choices.
Step 3: Review Your Agreement
The membership agreement shows during online signup. Make sure it’s clear and complete:
- Open the membership plan
- Review the Agreement section
- Include cancellation policy, billing terms, and benefits
What Clients See
The online enrollment flow guides clients through:
| Step | What Happens |
|---|---|
| 1. Choose Plan | Client sees available plans with pricing and benefits |
| 2. Account | New clients create an account; existing clients sign in |
| 3. Payment | Client enters card details (securely via Stripe) |
| 4. Agreement | Client reviews and accepts membership terms |
| 5. Confirmation | Membership activates, receipt is emailed |
Credits are issued immediately. The client can book their first appointment right away.
Tracking Online Enrollments
See which enrollments came from online vs. staff:
Reports → Membership Enrollments → Filter by Source: Online
You can see:
- How many enrollments came from online
- Which plans are most popular online
- Conversion from started to completed enrollments
Common Questions
Can clients sign up without creating an account?
No. Clients need an account to manage their membership. New clients create one during signup; existing clients sign in.
What payment methods work for online enrollment?
Credit and debit cards only. Manual billing (cash/check) requires staff enrollment.
Can I customize what plans show online?
Yes. Each plan has an “Available for Online Enrollment” setting. Only enabled plans appear in the online flow.
What if someone starts but doesn’t finish?
Incomplete enrollments show as “Pending” in your dashboard. You can follow up if they provided contact info.
Do I get notified of new online enrollments?
Yes. Staff with appropriate permissions receive notifications when new members sign up online.
Promoting Online Enrollment
Ideas to drive sign-ups:
| Channel | How to Use |
|---|---|
| Send the link to your client list with a special offer | |
| Social | Post about membership benefits with the signup link |
| In-spa | QR code at checkout pointing to the enrollment page |
| Website | Embed the signup form on your services or pricing page |
Pro Tips
Keep it simple: Offer 1-2 clear membership options online. Too many choices leads to decision paralysis.
Highlight the value: Make sure your plan descriptions clearly show what clients get and how much they save.
Follow up fast: When someone signs up online, reach out within 24 hours to welcome them and help book their first appointment.