A membership is a plan clients pay for every month, quarter or year. Each period it gives them included sessions or money to spend, plus any perks you add, applied by themselves at checkout. Plans live under Retail → Memberships.
Before you start
- Who can do it: seeing plans needs access to revenue setup; creating and changing them needs permission to manage it.
- Decide the plan type. Service credits gives included sessions each period, such as one facial a month. Account balance adds money to the member's wallet each period, to spend on any service or product.
Create a plan
Start
Go to Retail → Memberships and select New plan.
Describe it
Under Details, enter the Name and a short Description of what's included and who it's for.
Set the price
Under Billing, enter the Price and choose Monthly, Quarterly or Annual. Sales tax is charged on the sale and on every renewal; leave it on Default (org tax) to use your service tax.
Choose the plan type
Under Plan type, choose Service credits or Account balance. For an account balance, enter the Funds added each period.
Add the included sessions
For service credits, open Benefits and select Add services under Included sessions. Choose each service and how many sessions each period.
Decide what happens to unused sessions
Under Credits & rollover, choose Use within the period or Carry over. With carry over, you can set Rolled-over credits expire after (periods) and Maximum banked credits. Keep credits usable after cancellation (days) gives cancelled members time to use what they have left.
Set the rules
Open Rules and set the Term & commitment, the Pause policy and Limits & extras (see below). Add your Terms & conditions, which clients see when they buy.
Save
Select Create membership. Then open it again to add perks.
How sessions work, as clients see it previews the rules in plain words. Clients see it before they buy, confirm it at the counter, and it's kept with each membership as the terms they agreed to.
Rules
| Setting | What it does |
|---|---|
| Open-ended | Renews each period until the member cancels |
| Fixed-term | Charges for the Number of billing cycles, then ends |
| Minimum cycles before cancel | How many periods members must stay. 0 means cancel any time. |
| Early-exit fee | Charged if they cancel before the minimum. Leave it empty to block early cancelling. |
| Let members pause | Members can ask to pause from their account, up to the Max pauses and Max paused days you set |
| Freeze fee | Charged to the card on file each time the membership is paused. Leave it empty for free pauses. |
| Stop after N renewals | Billing stops after this many renewals. Leave it empty for no limit. |
| Members included | Above 1, the main member can add family who share the same sessions |
| Can be gifted | Lets someone buy the plan for someone else |
Add perks
Open the saved plan and, under Perks, select Add a perk. Choose the Perk type:
- Service discount or Product discount: a percentage or fixed amount off all services or products, a category, or one item.
- Free add-on: a chosen add-on at no charge.
- Priority booking window: members can book up to 90 days ahead.
- Exclusive member-only service: a service only members can book.
Members get perks by themselves, with no code. Stacks with promo codes decides whether a promo code can be added on top. Leave it off, and a code is refused at checkout while the perk is on the sale.
Sell a membership
At checkout, under Add to cart, select Memberships and choose the plan. Clients can also join from your booking site. See Take a payment. To send a plan as a present, select Gift a membership on the Memberships page.
See who's a member
Go to Retail → Memberships sold to see every member, their status and Next renewal. Select one to see their sessions, wallet, terms and full activity.
- To pause a membership, or approve a member's request, see Pause a membership or approve a pause request.
- To add sessions as goodwill, or give unused ones more time, see Give a member extra sessions.
- Selling at the counter asks you to go through the plan's rules with the client first. See Go through a membership's rules at the counter.
- When a renewal payment fails, see Fix a failed membership payment.
Cancel a membership
Open the membership from Retail → Memberships sold, or from the client's Items, then open its ⋮ menu and select Cancel membership. Under When it ends, choose:
- At the end of the paid period, with its date: perks stay until then, and it won't renew. The membership then shows Membership ends and the date.
- Now: perks stop straight away and it won't renew. Sessions the client already has stay usable for the grace period in the plan's rules. This can't be undone.
Select Cancel it. The same menu holds Pause membership, Resume membership, Renew now and, for a family plan, Manage members.
Stop selling a plan
Switch off Available for new members to hide it from checkout for a while, or choose Archive to retire it. Either way, current members keep their benefits.
Check it worked
The plan is on the Memberships page with its price and included sessions, and you can add it at checkout.
If something goes wrong
The plan isn't at checkout
Check Available for new members is ticked, the plan isn't archived, and it's valid at this location.
A member's discount didn't apply
Check the perk covers the service or product, and that the membership is active, not paused or past due.