Membership
Run membership plans with unique codes, assign cards to customers, and email a branded card with QR.
What it does
Membership is an Oflync product for partners who want recurring member benefits:
- Define plans (discount %, duration, sale price)
- Assign a plan to a registry customer
- Issue a unique code (e.g.
MEM000001) — one active membership per customer (renew/replace when they buy again) - Email a membership card with QR when the customer has an email on file
- Activate / deactivate plans so old packages stop being used without deleting history
Who it's for
- Salons and spas with loyalty / annual packages
- Clinics and studios with member pricing
- Any outlet that wants card-based discounts tied to Customer Registry
Key things you can do
| Area | What you can do |
|---|---|
| Plans | Create plans; deactivate or reactivate later |
| Issued cards | List cards, filter by customer, cancel a card |
| Customer Registry | Assign a plan to a customer; open their issued cards; show customer recognition QR |
How to set up
- Platform / Starter / Standard subscribers already get Membership with the rest of the catalog — no separate purchase needed
- Or subscribe to Membership alone (Product Launcher → lock icon → Subscription, or admin activation)
- Open Membership → Plans → New plan
- Set name, discount %, duration (1 / 3 / 6 / 12 / 24 / 60 months), and sale price
Plan status
- Active plans can be assigned to customers
- Deactivated plans cannot be assigned — existing cards stay in history but give no discount until you activate the plan again
- Confirm deactivate / activate / cancel in the UI before the change is applied
Customer recognition QR
From Customer Registry, open the Customer QR dialog to:
- Download PDF — printable card with name, contact details, customer ID, and QR
- Send email — emails the same details + QR to the customer (requires email on file)
This recognition QR identifies the customer, not the membership code.
Member discounts on invoices
Member discounts aren't applied to Invoices automatically yet. When you bill a member, check their card in the Customer registry and enter their discount % on each invoice line. The discount is applied before GST, as usual.
Assign from Customer Registry
- Open Customer Registry
- Use Assign membership on a row (requires Membership feature)
- Or open Issued cards for that customer from Membership
- Use the QR icon for download PDF / email of the recognition card
Tips
- Keep customer email in the registry so membership and recognition emails can send
- Renewals replace the previous active card for that customer
- Deactivate a plan when you retire a package instead of deleting history
- Pair with Customer Registry for the full flow
- Add booking customers to the registry from Appointments → Quick bookings (Add to registry), then assign them a card
- Watch the Membership pane on the Dashboard for cards expiring in 5, 15 and 30 days; each count links to those cards
Common questions
What happens if I deactivate a plan?
You cannot assign that plan and its cards give no discount until you activate it again. Past issued cards remain listed.
Is one membership code enough for recognition at the counter?
Use the customer recognition QR (OFLYNC:CUST:…) to find the person quickly; the MEM… code identifies their membership card.
Do I need a separate Membership subscription on a platform plan?
No. Platform / Starter / Standard already unlock Membership with the catalog.