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Business: shared memberships and AI Assistant in Help center

· 5 min read
Venelin Iliev
Venelin Iliev
Founder & CTO @ Reservation.Studio

Business: shared memberships and AI Assistant in Help center

This update adds two important improvements to Business: shared memberships for sales and online booking, plus a new AI Assistant inside "Help center". That gives teams more flexible membership handling and a faster way to find guidance about features, settings, and everyday workflows.

✨ In short​

  • One issued membership can now have one owner and also be shared with other clients.
  • Membership details now include clear "Membership owner" and "Shared with" sections.
  • From the membership details, you can use "Add shared client" and "Remove shared client".
  • Membership history now also shows which client actually used a specific visit.
  • The "Memberships" tab in the client profile now shows memberships that are shared with that client, with a clear "Owner" indicator.
  • In sales, the system can now automatically apply a shared membership when it is valid for the selected client.
  • A client the membership is shared with can now also use it in online booking.
  • "Help center" now includes a new "AI Assistant" section with an "Ask AI Assistant" button.
  • The AI Assistant helps with quick orientation around features, workflows, settings, and common questions directly inside the app.
  • For issues that require account-specific review, you can continue with "Tickets" or "Phone support".

👥 One membership, more than one client​

Until now, an issued membership was effectively tied to only one client. Now the membership still keeps one owner, but it can also be shared with other clients who may use it when needed.

This is especially useful for cases such as:

  • family memberships;
  • shared memberships for partners;
  • packages used by a small group of clients;
  • cases where one person buys the membership but another person also uses visits from it.

That means you no longer need separate issued memberships just to let more than one client use the same membership.

🧾 Clearer work inside issued membership details​

In "Issued memberships", the detail view is now clearer and more useful for operators.

New in the screen:

  • a separate "Membership owner" section;
  • a separate "Shared with" section;
  • the "Add shared client" action;
  • the "Remove shared client" action;
  • clearer history in "Used in sales", where you now also see which client used the specific visit.

This makes it easier to answer questions such as:

  • who owns this membership;
  • who else can use it;
  • who actually used a specific visit;
  • where the current usage count comes from.

💳 Smoother membership use in sales​

Shared memberships now work inside the standard "Sale" flow as well.

When the selected client has a valid membership for the service, the system can now apply:

  • the client’s own membership;
  • or a membership that is shared with that client.

This reduces manual work in checkout when several clients use one shared membership. If you want a different available membership, the operator can still open the row and switch it manually.

In practice, this means:

  • less manual searching in the membership picker;
  • less chance to miss a valid membership for the client;
  • a more consistent flow between client profile, sale, and membership usage history.

👤 Better visibility in the client profile​

In the "Memberships" tab of "Client profile", you now see not only memberships that belong to the client, but also memberships that are shared with that client.

When the membership is not owned by that client, the row also shows "Owner", so it is clear whose membership it is.

That matters when the team works directly from the client profile and needs to check quickly:

  • whether the client has access to a membership;
  • whether it is a personal membership or a shared one;
  • which membership owner the access belongs to.

🌐 Shared memberships now also work online​

This is not limited to the back-office flow. A client the membership is shared with can now also use that membership in client-side online booking, when the service and the membership rules allow it.

That makes behavior more consistent between:

  • what the team sees in Business;
  • what can be applied in a sale;
  • and what the client can actually use in the online flow.

🤖 New AI Assistant in Help center​

"Help center" now includes a dedicated "AI Assistant" section where you can launch "Ask AI Assistant" directly in Business.

The AI Assistant is meant to provide a fast first answer when you need help with topics such as:

  • Business features and capabilities;
  • common workflows;
  • settings and where to find them;
  • troubleshooting and the next practical step.

This gives teams a quick in-app way to get guidance when the question is covered by documentation and common product usage.

Important:

  • the AI Assistant is not a live support chat;
  • it can make mistakes, so important details should still be verified;
  • for questions that require account-specific checks or team intervention, use "Tickets" or "Phone support".

✅ What to do now​

  1. Open "Issued memberships" and review which existing memberships should be shared.
  2. In the membership details, use "Add shared client" when one membership should be used by more than one person.
  3. Check the "Memberships" tab in the client profile so your team gets used to the new shared-membership visibility.
  4. Test a sale for a client the membership is shared with and confirm that the correct membership is applied.
  5. If you use online booking with memberships, test the client-side flow with an already shared membership as well.
  6. Open "Help center" and try "Ask AI Assistant" with a few common questions your team asks often.

🔗 Helpful links​