Membership Master
A membership gives a customer discounts for a set period — for example "Gold Membership: 20% off all hair services for one year". Memberships keep customers loyal and bring them back more often.
How to open it: Master › Membership Master
There are two kinds of membership:
| Type | How the discount works | Button |
|---|---|---|
| Basic Membership | A different discount percentage for each category — for example 20% on Hair, 10% on Products | New Basic Membership |
| Range Membership | The discount depends on the bill amount — for example 10% on bills from 1,000 to 2,999 and 15% on bills of 3,000 and above | New Range Membership |
Creating a membership
Click New Basic Membership or New Range Membership. Both kinds share these fields:
| Field | What to enter |
|---|---|
| Name | The membership's name. Each name can be used only once, even for a membership you've stopped selling |
| Local name | The name in your local language, printed on the bill (only if your account has a local language) |
| Validity in days | How long the membership lasts, for example 365 for one year |
| Cost | What the customer pays. Enter 0 for a free membership |
| Complimentary amount | Any free credit that comes with it. Enter 0 for none |
| SAC code, CGST percent, SGST percent, IGST percent | Tax details |
| Cost includes tax | Turn on if the cost already includes tax |
| Cashier can switch off the discount | Lets the cashier remove the membership discount on a particular bill (SimplePOS only) |
| OTP required for the discount | The customer must share a one-time code sent to their phone before the discount is applied — this stops misuse (SimplePOS 1.43.25 or later) |
Basic Membership also has:
| Field | What to enter |
|---|---|
| Complimentary redeem type | Whether using the complimentary credit creates a Receipt or a Bill |
| Incentive percent | What staff earn for selling the membership, from 0 to 100 |
| Card number required | The cashier must enter a membership card number when selling it |
| Carry forward complimentary value | Unused complimentary credit moves over when the membership is renewed |
| Allow purchase before it expires | Customers can renew before their current membership ends |
| Discount by category | Every category and sub-category is listed — type the Percentage discount for each one |
Range Membership instead has:
- Eligible categories – tick the categories the discount applies to.
- Discount ranges – click Add range and fill in Bill amount from, Bill amount to and Percent discount for each band of bill amounts.
A Range Membership has no incentive box on this form. If you pay staff for selling it, add the incentive afterwards in the list.
Click Save membership when you're done. If something is missing, the field is highlighted and everything you typed is kept.
⚠️ Some options only work with recent versions of the SimplePOS billing app — the hint under each option says which.
Managing your memberships
- The list shows every active membership with its Type (Category for a basic membership, Range for a range membership), cost, validity, tax details and incentive. Click a value to change it, then click Save changes at the bottom of the list.
- The type, tax rates, complimentary amount and discounts are set when you create the membership and can't be changed later. To change them, create a new membership.
- Untick Active and save to stop selling a membership. Customers who already have it keep their benefits. The membership then leaves the list, so make sure before you save.
- Click Store Details on a row to choose which stores sell it: tick Sold in this store for each store, then click Save changes. To stop selling it in just one store, untick that store.
- A new membership missing at your billing counter? Check that its store is ticked in Store Details, then sync the billing counter.