# Let members choose their included treatments

> A Velarya choice voucher lets each member pick their included treatments from a list you set, in your app, every cycle. Add several treatments to a plan's voucher in Organization settings > Memberships, then set the Voucher selection deadline and what happens to choices left unpicked. Staff can also pick for a member.

- Source: https://velarya.com/help/let-members-choose-their-included-treatments
- Who can do this: Admins and roles with Membership plan definitions set to Edit; picking for a member needs Member lifecycle (pause/resume/cancel/change-tier) set to Manage
- Plans: Basic, Scale, Branded, Connected
- Time: 10 minutes
- Last verified: 2026-10-01

## Before you begin

- You have a membership plan, or are building one: Create a membership plan.
- The treatments you want to offer have prices in Organization settings > Service Catalog, because Convert to credit is worked out from them.

## Build a choice into a plan

A choice voucher is a **Vouchers Component** with more than one treatment, or a whole category, on it: each cycle, members pick **Claims Per Cycle** of those treatments in your app. The rest of the plan builder is covered in [Create a membership plan](https://velarya.com/help/create-a-membership-plan).

1. Open the menu at the bottom of the left sidebar and select **Organization settings**.
2. Under **Client Experience**, select **Memberships**.
3. Open a plan under **Membership plans**, or select **Add plan**.
4. Under **Membership Components**, select **Add Vouchers**.
5. Under **Select Services**, select **Browse**, tick the treatments members choose from, and select **Done**. To offer every treatment in a category, add it under **Or whole categories**.
6. Enter **Claims Per Cycle**: how many different treatments a member picks each cycle, up to the number on the list. The component shows the result, such as **Pick 1 of 3**.
7. Choose **Cycle Duration (Months)**: **1 month** opens a new choice every month.

![Vouchers Component with Hydrafacial, Chemical Peel and Microneedling, marked Pick 1 of 3, with Claims Per Cycle outlined](https://velarya.com/assets/help/let-members-choose-their-included-treatments/choice-voucher-claims-89962209.webp)

8. Select **Save** in the **Unsaved changes** bar at the top of the page. Velarya returns you to **Memberships**.

Cycles count from the day each membership started, shown as **Member since** on the patient's **Club Membership** card, and each treatment on the list can be picked once per cycle. A voucher with exactly one treatment is not a choice: Velarya issues it on its own every cycle.

## Set the selection deadline

The **Voucher selection deadline** in **Global membership settings**, at the top of **Organization settings** > **Memberships**, decides when choices close in each cycle, for every plan.

1. Open **Voucher selection deadline** and choose **End of cycle**, the default, or **Custom day**.
2. For **Custom day**, choose a **Deadline day (1-28)**: how many days after each cycle starts choices stay open.
3. Select **Save** in the **Unsaved changes** bar.

![Global membership settings with Voucher selection deadline set to Custom day and Deadline day (1-28) set to 10](https://velarya.com/assets/help/let-members-choose-their-included-treatments/selection-deadline-custom-50fb4bb1.webp)

**Custom day** counts from the start of each member's own cycle, not from a date in the month. With a **Deadline day** of 10, a cycle that starts on October 1 closes on October 11, and one that starts on October 17 closes on October 27. **End of cycle** keeps choices open until the next cycle starts.

> **Important:** A new deadline applies to cycles already under way as soon as you save. Members whose cycle started more than the new number of days ago find their choices closed, and your rule for unpicked choices applies to them within the hour.

## What happens to treatments a member doesn't pick?

Treatments a member leaves unpicked follow **If a choice voucher is not selected**, which Velarya applies once per cycle, when the deadline passes.

1. In **Global membership settings**, open **If a choice voucher is not selected**.
2. Choose **Forfeit**, the default, **Auto-select first option** or **Convert to credit**.
3. Select **Save** in the **Unsaved changes** bar.

![Global membership settings, If a choice voucher is not selected list, with Convert to credit outlined](https://velarya.com/assets/help/let-members-choose-their-included-treatments/unpicked-choice-options-13ddb68b.webp)

For a **Pick 1 of 3** voucher listing Hydrafacial ($450), Chemical Peel ($380) and Microneedling ($600), left unpicked:

| Setting | What the member has after the deadline |
|---|---|
| **Forfeit** | Nothing more this cycle; the next cycle opens a fresh choice |
| **Auto-select first option** | A voucher for Hydrafacial, the first treatment on the list |
| **Convert to credit** | $380.00 of wallet credit, the price of the cheapest treatment |

Each open choice counts on its own: on a **Pick 2 of 3** voucher where the member picked one treatment, only the second choice is auto-selected or converted. The member then gets a notice that their selection window has closed, saying what happened to the rest.

## Pick a treatment for a member

Staff can pick a choice voucher's treatment for a member, for example on a phone call, from **Membership perks**. Open the patient in **Clients**, select **Memberships & Wallet**, and find the choice: it reads **Multiple Choice Service** with a **Choice** badge and the picks left, such as **1 Left**. Select **Pick**, then the treatment in **Make a Selection**. "Benefit updated successfully" appears, and Velarya issues the voucher exactly as if the member had picked it in the app.

The member books the treatment in the app or with your front desk, and your team redeems it when they pay, as [Redeem a voucher at checkout](https://velarya.com/help/redeem-a-voucher-at-checkout) describes, including how to give a member more time to use it. [How vouchers work](https://velarya.com/help/how-vouchers-work) explains how a picked voucher compares with every other kind.

## What do patients see?

Members pick a choice voucher's treatments on **Claim your benefits** in your app, then book them like any other visit.

| Where | What the member sees |
|---|---|
| **Home** tab | **Your free vouchers are here!** with a **Claim** button while a choice is open, and **Benefits claimed!** once every choice is made |
| **Claim your benefits** | "Make your selections by October 11." and your rule, such as "Anything you don't choose will be converted to credit." They tap treatments under a heading such as **Monthly Choice (Choose one)**, then **Claim** |
| **Calendar** tab | Each picked treatment under **Unscheduled**, marked **Needs Scheduling**. **Schedule** opens booking with the treatment chosen; they pick a time and tap **Confirm Booking**, with nothing to pay |

![The patient app: picking this cycle's included treatments on Claim your benefits](https://velarya.com/assets/site/app-membership.jpg)

Once the deadline passes, **Claim your benefits** reads **Selection window closed** until the next cycle opens. When online booking is off, picked treatments are listed under **Active** on the **Treatments** tab, and your team books the visit.

Velarya reminds each member once per cycle when the deadline is 7 days or less away and a choice is still open, such as "7 days left to pick your Glow Membership benefit". The reminder and the closing notice go out while **Appointment Reminders** is on in **Notification Templates**; [Loyalty notifications patients receive](https://velarya.com/help/loyalty-notifications) lists every message.

## If something goes wrong

**Membership Components shows an error about Claims Per Cycle, such as "Must be at least 1" or "Must be a whole number".** Enter a whole number from 1 up to the number of treatments on the voucher.

**Save shows an error under Deadline day (1-28).** **Custom day** needs a day. Choose one from 1 to 28, then save again.

**A member sees "Selection Limit: You can choose up to 2 from this benefit."** They have already ticked as many treatments as they have picks left. To swap, they untick one first.

**A member sees "Deadline Passed: The selection deadline for this billing period has passed."** The deadline went by while the screen was open. Their choice now follows **If a choice voucher is not selected**.

**A member sees "Failed to claim benefits. Please try again."** The membership is not active, or your team picked for them in the meantime. Check their **Club Membership** card, then ask them to pull down to refresh **Claim your benefits**.

**Choices closed earlier than a member expected.** With **Custom day**, the deadline counts from the start of their own cycle. Check **Member since** on their **Club Membership** card: a monthly choice opens on that day of each month and closes **Deadline day** days later.

**Pick is missing on a member's profile.** The choice shows **Used** because every pick is made, or your role has **Member lifecycle (pause/resume/cancel/change-tier)** below Manage.

## Frequently asked questions

### How do I give members two of the same treatment each cycle?

Add a separate voucher with only that treatment and set its Claims Per Cycle to 2. Velarya issues both vouchers automatically each cycle, with nothing for the member to pick. On a choice voucher, each treatment on the list is picked once per cycle, so a Pick 2 of 3 voucher always gives two different treatments.

### How much credit does Convert to credit give?

The price of the cheapest treatment on the voucher's list, from your Service Catalog, for each choice still unpicked at the deadline. A Pick 2 of 3 voucher listing Hydrafacial at $450, Chemical Peel at $380 and Microneedling at $600, left untouched, adds $760.00 to the member's wallet. The member spends it like any other wallet credit when they pay.

### How long does a member have to use a treatment they picked?

Until the end of the billing period they picked it in, in your practice's time zone. A treatment picked on October 6 in a billing period that ends November 1 can be redeemed through November 1. To give a member longer, set a later New Expiry Date on that treatment under Membership perks on their profile.

### What if a member never opens the app?

Velarya reminds members by push, email, text and in the app when the deadline is 7 days or less away and a choice is still open, while Appointment Reminders is on, following each patient's own channel choices. Your team can also pick for them with Pick on their profile. Anything still unpicked at the deadline follows your If a choice voucher is not selected setting.

### Does the selection deadline apply to every plan?

Yes. The Voucher selection deadline and If a choice voucher is not selected are Global membership settings, so every plan in your practice follows them, at every location. Each member's deadline counts from the start of their own cycle, so two members on the same plan who joined on different days have different deadlines.