Membership Tiers and Point Policies

Video Walkthrough

What This Page Covers

Confirms subscription access and quota visibility first, then prepares implementable drafts for membership tiers and points rules.

Roles and Estimated Time

• Roles: owner / operations
• Time: 10-30 minutes

Entry

Home -> Subscription plans / Subscription overview

Before You Start

• Confirm the account can open subscription pages and membership settings.
• Confirm the team fields to review: staff limits, usage limits, and expiry date.
• Prepare a draft template for tiers and points rules.

Steps

1. From Home quick actions, open Subscription plans or Subscription overview and verify the entry is accessible.
2. In the overview page, verify plan limits and expiry information for the current salon.
3. Draft tier setup and points policy using app labels: Membership, Membership Settings, Tier Settings, and Points Rules.
4. Mark missing permissions/pages that block direct configuration and list required follow-up accounts.
5. After access is granted, complete live configuration in Tier Settings and Points Rules.

Acceptance Checklist

• Subscription entry is accessible and key info is verifiable.
• Membership and points drafts are ready for review.
• Missing editable pages/permissions are documented for follow-up.

Key Notes

• Validate account role and salon scope before reviewing quota data.
• Keep draft fields aligned with actual app sections to avoid rework.

FAQ

Action succeeded but list does not update.

Refresh subscription overview and re-open from Home quick actions.

Result differs from expectation.

Check role permissions, slot assignment, and whether the salon is linked to the active subscription.