Membership Plans in RepairDesk allow repair shops to offer plans directly to customers, providing exclusive benefits like discounts on repairs and products. This feature enables shops to generate steady recurring revenue, boost customer loyalty, and reduce reliance on third-party insurance. With flexible customization options, automated billing, and seamless management, businesses can easily create and manage membership plans to enhance customer engagement and drive repeat visits.

Step-by-Step Guide

1: Enable Membership Plans Module

1. Navigate to Settings > Membership Plans.

2. Click the Enable button to activate the Membership Plan module.

• If RD Pay is not enabled, a pop-up prompts you to configure RD Pay to process recurring payments. Follow the instructions to integrate RD Pay.
• If RD Pay is enabled, you must enter your BlockChyp API Token. The token field will auto-populate if you're logged in to BlockChyp.

1. In the Membership Plans section, click on Create a Plan.

2. A pop-up will appear with fields to configure your plan:

   • Plan Name: Enter the name of the membership plan (e.g., Student Plan, Family Plan).
   • Price: Define the monthly price of the plan.
   • Tax Class: Select the appropriate tax class from the dropdown menu.
   • Description: Include a description outlining the plan's perks (e.g., "25% off on all repairs").
   • Commission: You can choose either a percentage or a fixed amount as a commission for employees selling the membership plan. Enter the desired value in the corresponding field.
   • Associate Device(s): You can attach multiple devices to a membership plan by selecting the number of devices to include. The IMEI/Serial number field can be marked as mandatory, ensuring each device is properly identified if required.
     

3. Once you’ve entered the details, click Create Plan. 

To manage your existing membership plans, follow these steps:

1. Edit a Plan:

   • In the Membership Plans list, find the plan you want to edit and click the Edit icon.
   • Modify the plan’s name, price, tax class, description, or commission as needed.
   • Once changes are made, click Save Changes. 
   • Changes will affect future invoices and subscriptions but will not impact existing ones.

2. Delete a Plan:

• To delete a plan, click the Delete icon next to the plan.
• You can only delete a plan without active subscriptions or associated paid invoices. If there are active subscriptions, you will see the message, "You cannot delete this plan because there are active subscriptions and associated invoices."



4: Customize Membership Plan Settings

In addition to creating and managing membership plans, you can configure additional settings for enhanced functionality:

In addition to creating and managing membership plans, you can configure additional settings for enhanced functionality:

1. Email Notifications:

   • Under Other Settings, choose whether to receive an email when a membership is canceled. 
   • Set the preference to either Yes or No.

2. Trial Period:

   • Enable or disable a one-month trial period for all membership plans.

3. Terms & Conditions:

   • Add terms and conditions for your membership plans. These will be displayed to customers when they sign up. Default terms include non-transferability, service limitations, and renewal policies.

5: Manage Failed Payments 

FAQs

1. How do I enable the Membership Plans module?

   • You can enable the module by navigating Settings > Membership Plans and clicking the Enable button. If you haven't set up RD Pay, a prompt will appear to configure it before proceeding.

2. Can I customize the pricing and perks for each membership plan?

   • You can fully customize each plan's pricing, perks, and descriptions. Click the Edit button for any plan and modify the fields to suit your needs.

3. Is it possible to delete a membership plan?

   • You can delete a plan only if no active subscriptions or associated invoices exist. If there are active subscriptions, the system will prevent deletion and show an error message.

4. Can I offer a free trial for membership plans?

   • You can enable a one-month free trial for all membership plans under the Additional Settings in the Membership Plans module.

5. What happens if a customer’s membership payment fails?

   • The system will attempt up to four retries at set intervals (1, 3, and 5 days after previous attempts). If all retries fail, the membership will be automatically canceled, and the customer will be notified.

6. How do I track my recurring revenue from membership plans?

   • You can view and manage all active memberships and recurring payments in the Recurring Billing section. Additionally, sales data related to memberships will appear in the Sales by Item Type report.

7. Can I associate multiple devices with a single membership plan?

   • Yes, you can attach multiple devices to a membership plan. You can also choose whether to make the IMEI/Serial number field mandatory for device identification.

8. Do changes to a membership plan affect current subscriptions?

• Changes to a membership plan will apply only to future subscriptions and invoices. Existing subscriptions and associated invoices will remain unchanged.

9. What do I do after creating a membership plan?

   • Once you’ve created a membership plan, you can offer it to customers through the POS system. To learn how to sell memberships at the point of sale, see this article. After selling the plan, you can manage subscriptions and track recurring invoices through this article, which covers subscription details, invoices, and handling failed payments.