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EASILY MANAGE

MEMBERSHIPS

Use eSoft Planner to create flexible memberships with automatic billing and special benefits

Memberships and recurring revenue are the lifeblood of many successful businesses, but their profitability can be drained by tedious paperwork and chasing down payments. eSoft Planner handles all the details of membership creation, sales, and billing so you don’t have to. eSoft Planner membership software is completely web-based, secure, affordable, and user-friendly for both clients and staff, and because it’s integrated with your other scheduling and sales needs, you can add unlimited combinations of products and services to your memberships. We can also design and print membership cards branded with your company.

ALSO INCLUDED STANDARD

EVERY CUSTOMER RECEIVES

  • Automatic recurring billing
  • Give members special benefits
  • Make memberships private
  • Create open-ended memberships
  • Create member-based client groups
  • Add lessons, classes, rentals
  • Change service pricing for members
  • Check members in by card or ID
  • Sell memberships online
  • Time Clock in/out
  • Employee Commission Tracking
  • Customer Interest Tracking
  • Unlimited Reports
  • Client relationship management
  • Marketing tools
  • Set a flexible refund policy
  • Text and email notifications
  • Set facility hours and closures
  • Email marketing integration
  • Custom permissions for staff

LEARN ABOUT

How Our Membership Software Works

Creating and selling custom memberships for your business is easy with eSoft Planner’s memberships manager. Choose whether to add monthly services like classes, lessons and rentals to your memberships, then put your memberships for sale online so your customers can enroll and pay from home at their convenience. You can also modify the visibility on each membership if you want to restrict certain ones to in-store purchasing. Our marketing tools help you reach out to members according to their interests, and you can enjoy unlimited reports on membership purchases and member activity.

Request a Customized Demo for Your Business!


Some Packages That Include Memberships

Learn More about our Packages