Setting Up Membership Services

Setting up an EFT Membership service in 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 turn into an EFT service.
2. Click on the EFT Tab.
3. Select Is an EFT Service from the list of options.
   

   

   
   

4. Click the Add button that appears.

   

5. 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.

   

6. Click Apply.

7. Below you will have the total Draft Amount calculated with the tax.  You can edit the current draft amount by clicking on the dollar amount.  Clicking the Add will allow you to add a second draft amount to the service.  Normally this is used when portions of the service are taxed at different amounts.

   

8. 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.

   
   

   

   
   

9. Click Save.