Client Memberships
Client Memberships allow you to create membership tiers for your customers with different benefits and pricing.
Overview
Set up membership programs to reward loyal customers with discounts, points, or special benefits based on their membership level.
Page Layout
- Add Membership button - Create new tier
- Search - Find memberships
- Memberships Table - List of all tiers
Membership Information
Each membership tier includes:
| Field | Description |
|---|---|
| Membership Name | Tier name (e.g., Gold, Silver) |
| Description | Tier benefits description |
| Discount | Percentage discount |
| Points Multiplier | Points earning rate |
| Annual Fee | Membership cost |
| Benefits | List of benefits |
| Status | Active/Inactive |
Common Tasks
Creating a Membership Tier
- Click + Add Membership
- Fill in details:
- Name - Tier name
- Description - What this tier offers
- Discount - Percentage off (e.g., 10%)
- Points Multiplier - Extra points (e.g., 2x)
- Annual Fee - Cost to join
- Add benefits
- Click Save
Editing a Membership
- Find membership in list
- Click Edit
- Update information
- Click Save
Managing Benefits
- Open membership tier
- Go to Benefits section
- Add or remove benefits
- Save changes
Example Membership Tiers
| Tier | Fee | Discount | Points |
|---|---|---|---|
| Bronze | Free | 0% | 1x |
| Silver | ₱500/yr | 5% | 1.5x |
| Gold | ₱1,000/yr | 10% | 2x |
| Platinum | ₱2,500/yr | 15% | 3x |
Membership Benefits
Common benefits include:
- Discounts - Percentage off purchases
- Points Multiplier - Earn more reward points
- Free Shipping - Waived delivery fees
- Early Access - New products/sales
- Exclusive Events - Member-only events
- Priority Support - Faster customer service
Tips
- Clear Value - Make benefits obvious
- Progressive Tiers - Each level should be better
- Reasonable Fees - Match value to cost
- Simple Structure - Easy to understand
- Regular Review - Update benefits periodically
Related Pages
- Company Information - Company settings
- Client Management - Manage clients
💡 Note: Membership programs help increase customer loyalty and repeat business.
