FEATURE / MEMBERSHIPS AND PACKAGES
Memberships and packages
Selling the package is the easy part. Remembering it is where money leaks.
FavCRM replaces paper cards and spreadsheets with digital memberships: once a customer buys a package, each booking deducts a session automatically and the balance updates on both the customer record and the customer’s phone. When a package is nearly used up or close to expiring, the system flags it for follow-up.
- Auto
- Session deduction
- Live
- Balance sync
- Ahead
- Expiry reminders
Digital membership cards
The customer’s phone is the card. No reissuing, no staff recognising people from memory.
- Customers check balance and expiry any time
- Membership tiers and member pricing
- Scan to identify on arrival
Packages that deduct themselves
One visit, one session. No ticking boxes by hand, and no two versions of the count.
- Deducted on booking completion
- Validity periods and eligible services
- Manual adjustments require approval and are logged
Expiry and renewal prompts
A nearly finished package is the single best moment to make contact.
- Alerts below a balance threshold you set
- Renewal reminders before expiry
- Sent over WhatsApp, with approval before sending
Prepaid revenue you can actually read
Sold, used and unused are separate numbers, so you do not mistake deferred revenue for cash in hand.
- Sold, used and outstanding packages in one view
- Usage by service or staff member
- Unpaid balances roll into follow-up
How it works
From sale to renewal, without reconciling anything by hand.
- 01
Package sold
Sold online or in person; payment writes straight to the customer record.
- 02
Sessions deduct
Each completed booking deducts one, and the balance updates live.
- 03
Follow-up surfaces
Nearly used or nearly expired packages are flagged for contact.
- 04
Renewal
Renewal messages go out over WhatsApp, approved before sending.
What it replaces
Selling a package is easy. Remembering and renewing it is where the money goes.
- Paper cards and rubber stampsThe customer’s phone is the membership card
- A spreadsheet of remaining sessionsSessions deduct on booking, balance syncs live
- Staff and customer disagreeing on the countOne live balance, adjustments require approval
- Finding out after a package expiredPrompts before the balance runs out or expires
Built for
- Beauty and wellness
- Fitness and classes
- Education and tutoring
- Sports venues
Frequently asked questions
Can this replace paper membership cards?
Yes. Customers check their balance and expiry on their phone and scan to identify on arrival, so nothing needs reissuing or looking up on a list.
How do staff and customers agree on the remaining count?
They see the same live balance. Every deduction is recorded, and manual adjustments require approval.
Can packages have an expiry date?
Yes. Each package can carry a validity period, a set of eligible services and transfer rules, with reminders before expiry.
How do membership tiers and pricing work?
Tiers can carry their own pricing or discounts, applied automatically at booking. Discounts can be set to require approval.