💎 Ultimate+ only: This feature is available on the Ultimate+ plan.
📝 Note: Memberships are available only to businesses using Smarter Invoice.
Clients can purchase an Active Membership plan from staff in Business Web, through a client-specific message link, or through Online Booking.
👉 Learn more: Membership Overview for how recurring charges and benefits work after purchase.
Use this guide to choose the right purchase method and understand how start dates, plan visibility, and saved payment methods affect the sale.
Prerequisites
Before selling a Membership, confirm:
The plan is Active and available at the selected location.
MoeGo Pay is set up.
The client has or can add a usable saved payment method.
You have permission to sell Memberships.
Purchase via Online Booking is enabled when the client will purchase online.
Sell Membership In-Store (Desktop)
Step 1: Start a membership sale
Click the + Add button in the top navigation bar
Select Sell Membership
Choose the business location
Step 2: Select client and membership
Search for and select the client
Choose the membership you want to sell
Step 3: Choose the membership start date
The available options depend on how the membership billing schedule was configured.
Membership with No Fixed Billing Schedule
This applies when the membership was set up with “Date of Sale” as the billing schedule.
Available options:
Date of Sale
The membership starts immediately on the date and time of purchase.On a Specific Billing Day
Choose a future date and time to start the membership.
All future billing cycles will renew on this same date and time.
Membership with a Fixed Billing Schedule
This applies when a billing schedule was defined during membership setup.
Date of Sale will not be selectable.
Only specific billing dates will appear on the calendar.
The billing time is fixed and cannot be adjusted.
Example:
If a membership is set to bill weekly on Mondays at 9:00 AM, only Mondays will be selectable in the date picker, and the time will remain locked at 9:00 AM.
All future billing cycles will renew on this same schedule.
Step 4: Take or schedule payment
Click Take Payment or Schedule Payment, then:
Select an existing card on file, or
Enter a new card
If Processing Fee by Client is enabled(Settings → Card Processing → Payment Preferences), you’ll see an option to include Convenience Fees.
Payment notes:
Cards are authenticated with a $0.50 pre-authorization, which is immediately released
New cards entered will be saved to the client profile for future use
Important billing notes
The membership start date establishes the billing cycle
Memberships renew automatically on the same day and time each cycle
Billing cycle and schedules cannot be modified after the membership is sold
Send a client-specific purchase link
You can also sell memberships by sending a purchase link.
How to send a link
Navigate to the Message Center
Click the Link widget below the message box
Select Subscribe Memberships
Choose a membership to generate a purchase link
📝 Note: A Membership purchased through a client-specific link starts on the purchase date. The client cannot select a different start date in this flow.
You’ll see a placeholder like:
{membershipLink:2102:EP Monthly}
Once sent, this placeholder is automatically replaced with a unique purchase link for the client.
Client experience (membership link)
Clients can add a new card or select an existing card on file
The membership starts on the purchase date
Clients cannot choose the start date
Once a membership is successfully purchased, the client will see a confirmation page.
On this page, clients can:
Click View Details to review their membership information
Click Book Now to go directly to the online booking portal
Selecting Book Now will automatically redirect the client to online booking, allowing them to schedule services using their new membership benefits right away.
Offer Memberships through Online Booking
Before selling online, make sure “Purchase membership via Online Booking” is enabled in the membership settings.
Option 1: Share booking link
Copy your Online Booking Membership link from
Online Booking → Settings → OverviewShare the link directly with clients
Option 2: Booking storefront
Clients can click Purchase Membership directly from your online booking storefront
Membership Purchase Flow (Client Side)
Click Purchase Membership
Log in using their phone number
Select a membership plan
Review membership details
Add a new card or choose an existing card
Accept terms and conditions
Confirm payment
Why a plan may not appear
A plan may be unavailable when:
The plan is Inactive.
It is not offered at the selected location.
Online purchase is disabled for the plan.
The client's pet information is missing or does not match the plan's eligibility settings.
The selected service or add-on is not included in the plan's target items.
The same client already has the same plan in Scheduled or Active status at that seller location.
For a multi-pet purchase, the current flow can show the plan when at least one selected pet has an applicable target service or add-on.
Example:
If a membership includes Full Service Grooming – Small, it will only appear for clients who have a small-sized pet on their profile.
💡 Card saving reminder
When a client successfully purchases a membership, the card they use is automatically saved to their profile for future transactions.
Limitations
Business App cannot sell New Membership.
Clients using a message link cannot choose another start date.
A fixed billing schedule limits which start dates and times can be selected.
Clients cannot change the recurring payment method themselves after purchase.