What happens if I try to purchase a duplicate auto-renewing membership for my customer?
This feature will help prevent duplicative purchases of auto-renewing memberships of the same type.
1 - The customer has an existing auto-renewing package that is active or un-expired within their profile, located in the customer’s underneath the ‘Auto-Renewing Plans' section.
2 - The customer or a business user/professional with a sufficient level of access, specifically with ‘Assist Customer’ privilege, attempts to make another purchase of a membership that is the same type as an existing un-expired auto-renewing membership on the customer's account. Click for users' roles and privileges.
How does it work?
During the booking or purchase flow, a warning message will pop up after the purchase button is clicked on an auto-renewing membership that is still active on the customer’s account.
Note: The warning message will only appear if someone is trying to make a duplicative purchase for a customer that already has an existing un-expired auto-renewing membership within his profile that is the exact same membership to what is being purchased again to the customer’s account. The warning message will not appear if you’re trying to purchase a different auto-renewing package so it is still important to be aware of any still active memberships on the customer’s account.
The customer or a business user can override this by clicking the checkbox and the confirm button as shown below. If you don’t want to continue, click NEVER MIND.
Complete the booking/purchase flow like normal. When done, you’ll see the old and new packages under the customer’s profile on the ‘Auto-Renewing Plans’ section.
Commonly Asked Questions:
Q: Why did the site not allow me to use my customer’s existing balance to book and why did it prompt me to make a purchase when I tried to book my customer if he has an existing auto-renewing membership?
A: The site will only allow you to use your customer’s balance for booking if the session you’re trying to book is applicable to his balance. In the example above, the packages are similar but the services under the ‘Applies to’ column are different. If you don’t want to make a duplicative purchase, edit your client’s existing package prior to booking. Click for a detailed guide. Alternatively, if the membership in question is a limited session auto-renewing membership (meaning that it charges the client and deposits a specific number of sessions to the customers account balance on a set interval), it is always possible that the customer may use up the balance before their next renewal date. If this happens and they attempt to book a session after their sessions have been used but before their next renewal date, the system will prompt them to make a purchase as they have no current paid account balance.
Q: Will my customers see a warning message if they try to purchase a duplicative auto-renewing membership on their end?
A: Yes, this feature is also available to your clients.
Q: Will I be notified if my customer purchased another auto-renewing membership similar to his existing package?
A: Yes, you will now be notified when the purchase of a duplicate plan/membership is successfully purchased on your customer's account.
That's about it! Any questions? Chat with us or send us an email to firstname.lastname@example.org