How to set up a membership plan

OPUL has made setting up a membership plan easier than ever! Create as few or as many membership plans as you'd like with our quick and simple membership plan setup flow.

Note: This functionality is only accessible to Practice Administrators. If you are not able to create or archive membership plans, please consult your Practice Administrator.

Step 1: Navigate to the Loyalty tab from your top navigation menu. If this is your first time setting up a membership plan, select Aesthetic Memberships and then click Get Started. Otherwise, select Create New. 

Step 2: Enter a name for your membership plan in the text box under Let's name your membership plan. 

Tip: Get creative when naming your membership plans! If you decide to have multiple plans to address different membership tiers or product-specific benefits, let the name of each plan reflect those differences for added clarity. 

Step 3: Enter the amount that a client will pay each month once they are enrolled as a member under Set the amount clients will deposit into their membership wallet per month. Clients will be automatically billed this amount each month through OPUL, and this amount will go toward their wallet to be used at your practice. 

If you are creating multiple membership plans, consider creating multiple tiers of plans with different monthly payment amounts and different benefits that appeal to your clients’ financial spending power and aesthetic goals. This may encourage a larger population of your clients to enroll as members. 

The monthly payment amount should be attainable for your clients and should align with typical client spending at your practice. If you set the amount too low, clients may not accrue enough funds in their wallet from monthly payments to cover the cost of the products or services they want to purchase. Conversely, if the monthly payment amount is too high, clients may not be able to afford the monthly payment and may elect to not enroll in your membership plan. 

Step 4: Select the products or services that are eligible for a discount if a client enrolls in this membership plan under Choose the products and services that qualify for member pricing. 

Once you have selected the products and services that will be discounted as part of this membership plan, select a $-off or %-discount for each item. You can select as many items as you’d like from both the Retail and Services tabs. 

Note: At least one product or service must be discounted in order to create a membership plan. 

If a member purchases a product or service that is included in their membership plan, the discount will be automatically applied at checkout. 

Tip: To save time, apply a discount across multiple items in the same Retail brand or Services category. Simply select a Retail brand or Services category and enter the discount amount in the discount field. If needed, exclude items from the bulk discount by deselecting individual items.  

If you would like to apply different discounts to items within the same Retail brand or Service category, apply discounts to each item individually rather than applying the discount to the entire Retail brand or Services category.  

Step 5: Enter a description of your membership plan. This description will help your staff talk about the benefits of your membership for enhanced sales, and should provide an overview of the perks of this particular plan. The description will appear in both your membership setup page as well as the enrollment screen during member enrollment.

Some examples of useful descriptions include: “10% off all skincare products and 5% off all injectables. Members will receive exclusive invitations to member events.” Or, “15% off spa services. Buy 4 and get your 5^th injection free.”

Step 6: Create a custom membership agreement from scratch or use the template that OPUL has provided as a starting point, under Create a Membership Agreement that fits your business needs. 

Note: OPUL is not responsible for managing your membership agreement, and the agreement you use is between you and your clients.  

Membership agreements should be customized to fit your business needs and should outline key details for your membership plans, such as how refunds or membership cancellation will be handled at your practice. Click the Download Template link to view a sample agreement.  

Once you have added your membership agreement and you are ready to proceed, click Continue and select Agree. 

Step 7: Review your membership plan before launching under Review and confirm your plan details.  

If you need to make any edits to the membership plan name, description field, monthly payment amount, product and service discounts, or membership agreement, click Previous to be taken to prior screens and make any edits that are required.

If you are happy with your membership plan and you're ready to launch, select Create. You will be asked to confirm that you want to create your plan, and that you understand that no edits to this plan can be made once it has been created. Once you are ready to move forward, select Agree. 

Once you have agreed, your membership plan is now active and you may begin enrolling members! 

Have Questions? Contact OPUL Customer Support at

hello@OPUL.com or (925) 678-5377 for assistance

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information. Readers of this website should contact their attorney to obtain advice with respect to any specific questions regarding the legal aspects of membership configuration.

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