Adding additional services to a member's account is an essential feature that allows you to effectively manage and offer personalized services. This guide will walk you through adding an additional service to a member's account.
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Contents:
- Preparing to Add a Service
- Steps to Add an Additional Service
1. Preparing to Add a Service
Before adding a service to a member's account, please ensure you have created the service through the Datastore. Refer to this article for step-by-step instructions on creating an additional service.
2. Steps to Add an Additional Service
- Step 1: Navigate to the member's profile.
- Step 2: Scroll down to the Additional Service section and click "Add Additional Service".
- Step 3: On the Service dropdown, click the additional service that you want to add.
- Step 4: Enter the Start Date and End Date
- State Date is when the service will start and the card will be charged.
- End Date is when the service will expire
- Step 5: Specify Frequency Units
- Specify how many times you need to charge them for this service. If it's a one-time charge, put "1".
- Step 4: Click Submit to save the additional service to the member's account.
**Tip:**
Ensure all details are correct before submitting, particularly the start and end date, and the frequency unit to avoid any billing issues.
Conclusion:
In this tutorial, you have learned how to add an additional service to a member's account. This feature allows you to provide customized services and manage them efficiently. You can now proceed to add more services or manage existing ones to enhance your member experience.
FAQs:
- Q1: What should I do if the service I want to add is not listed in the dropdown?
- A1: Ensure the service has been created through the Datasore. Refer to this article for creating additional services.
- Q2: Can I edit the service details after adding it to a member's account?
- A2: No, you cannot edit the service details after adding it to a member's account. You need to update the service details in the Datastore first and then cancel the service in the member's profile and re-add it to update the details.
- Q3: When will it charge the member's billing account?
- A3: The additional service is being charged on the start date.
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Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation