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How do I create a Membership?
How do I create a Membership?
Daniel Freire avatar
Written by Daniel Freire
Updated over 2 years ago

With memberships, you can define your own duration/term of the membership and allocate a set number of sessions/classes which can be used.

If you have a Payment Integration active, then you can also link memberships to automatic recurring payments.

Step 1: Go to Services > Memberships

Step 2: Click the "+" icon in the top right to add a new membership:

Step 3: Fill in the details for the membership:

  • Membership Name: Member-facing name of the membership

  • Membership Description: Member-facing description of the membership

  • Membership start date: automatically uses global setting but you can change to different days for this membership

  • Membership Duration: (optional) Does this membership expire after a certain period of time?

  • Membership Category: Select the category you want the membership to be displayed under! You can select "Manage Membership Categories" to create/edit existing membership categories. For example, Group Classes, Personal Training, Semi-Private Training, etc.

  • Price: Set how much the membership costs for each payment interval

  • Setup fee: Will this membership have a setup fee a customer will pay?

  • Billing day: What day will this membership bill on?

  • Tax: Will this membership be tax inclusive, exclusive, or have no taxes?

  • Number of Appointments: How many appointment sessions does this membership give access to? Select "unlimited" if there is no limit.

  • Number of Classes: How many class sessions does this membership give access to? Select "unlimited" if there is no limit.

  • Allow Online Purchasing: Can members purchase this membership via the online store or mobile app?

  • Rollover: Do you want this membership to roll over into another package or product after it expires?

  • Discount: (optional) Create discounts that members can use towards a purchase. You can limit the number of uses per member.

  • Trigger Email: (optional) Create a customized email that automatically gets sent to a client when they purchase this membership.

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