Instructions for using the new SuperSalon salon membership system

Effective August 1, 2010 a new membership system has been implemented.

Who is affected?

• I-Office: All users
• POS: Version 5.6.2 or greater

What are the benefits?

• Some of the most successful new spa chains are using memberships
• Memberships drive dependable revenue flow with automatic monthly payments
• Memberships drive customer loyalty
• Membership based sales are easier to project

What is required?

• For security reasons, membership functionality is only supported for SuperSalon systems using the encrypting credit card readers. Memberships systems inherently store card data for charging recurring membership fees in the future. SuperSalon uses advanced encrypted tokenization at the card processor level so no card data is stored by the merchant.

• Go to the Setup Tab and press payment methods. Click the Monetra Tab.
• Under the Monetra Options is a field: Click Enable Membership System. Click Save.
• Currently the Membership System can only be enabled if Monetra is setup since recurring billing occurs with credit cards on Monetra server.
• You may have to be updated to the version that contains Memberships.

Creating a membership plan.

• Go to the Manager Tab and press the Membership Button. Click the Add Membership Button. The following screen will be displayed:







• Enter a Code, Name, Starting Cost, Recurring Cost, Cancel Fee and Late Fee where applicable.
  • The code is an arbitrary number that allows a user to enter it quickly at checkout.
  • The Starting Cost is the amount the customer pays at the time of purchase
  • The Recurring Cost is the amount that will be charged to them automatically every month.
  • The Cancel Fee will be applied to the card if the customer cancels before the end of the Contract Period.







• For each membership, you will need to select services or products that are offered with this membership, and the corresponding discounts that apply for members. (The benefit of membership!)
• Press the Add Membership Item button. This will display the screen shown above and will allow you to add the products and services included in this membership.
• Next select the duration of the Membership. You can also choose whether or not this can be changed at check out. Then click done to complete setup.








Note: Typically when a customer becomes a member they receive discounted products or services as a benefit. The higher the cost of the membership, the bigger the discounts they expect. In the following example, they will pay $50 per month for the benefit of coming in as often as they want for color touch-ups such as coloring roots or 30% off any Color Service.

Once memberships are created and populated with products and/or services, and the corresponding discounts, they will show up on the Check-Out Screen when the Membership Button is pressed as shown in the Selling Memberships section.

• Select Show Active Memberships.
• Select the membership you wish to edit or delete.
• To deactivate the membership, click the Deactivate Button on the bottom left of the screen.
• To Edit the membership, click on the membership to open the Membership Setup Screen.







• Once you have clicked Edit you can remove/add new items.
• You can also Deactivate the entire Membership.

Note: This will not stop the recurring payments on any customers account. You will need to do this on each individual customer record. Manager ⇒Customers ⇒ Customers Name ⇒Deactivate Membership

• On the Checkout Screen, press the Membership Button of the Action Menu. The center list will display all available memberships..
• Click on the membership you would like to add and it will be added to the ticket on the right.







• Once you select it you will be prompted to assign credit to the stylist who sold it. This may be the same employee or may be a different employee based on your operation.







• Once you have chosen an employee, the membership wizard will start.
• This screen will remind you that you will need to fill out all required information to complete the membership process.







• Press next and you will be prompted with the details of the membership being sold. At this point the cashier would be able to share this information with the customer to ensure they are aware of the details.







• This membership was set to not allow the duration to be changed, therefore the button is grayed out at the time of the sale. If it was set to allow duration change, it would allow for a duration change at the time of sale.
• You also have the option of changing the customer in the event the membership being purchased is for a different customer.







• Verify and update the customer information. This gives you the ability to get the most contact information for your customer database and to clean up your data when they join your membership program.

When selling products or services to customers with memberships, SuperSalon will automatically detect if the item is part of their membership, and it will automatically add the associated discount defined in the Creating Membership section.

Instant Discount at the time of the membership. As an added bonus you can offer your members instant savings for joining your Membership Program.

• Click Pay Now to move to the Payment Screen.
• You can pay for the initial startup cost using any payment method in the system.
• Once the ticket is fully paid for the user will press the Ring Out Button.
• The Membership Account Setup Wizard will return and will be displayed as shown below to complete the confirmation and payment collection.







• Press Next to enter the account (payment) information.
• The Card Information screen will be displayed. Swipe the credit card to process the transaction.







• Add billing information and press Next.







• A confirmation screen is displayed containing all the membership and billing information.

SuperSalon will let you know that a customer has membership privileges as soon as they check-in. It will remind you on the checkout screen.

Membership Status

• Active: A membership that hasn't expired or been canceled.
• Canceled: A membership that has been canceled.
• Pending: A membership still being created but hasn't been finalized on the payment screen.
• Inactive: A membership that has expired.
• Late: A membership that has not received a payment from recurring billings.

Additionally the Customer Maintenance screen now has a Membership Tab that provides status. (Shown below)

To delete a membership, Click Manager Tab ⇒Customers. Search for the customer and select their record.

SuperSalon Salon Management POS software
www.supersalon.com