Creating Membership Plans
A membership plan is a regular product sold as a pass. It therefore uses the same prices, photos, categories, coupons, flash sales, tax, receipts, reports, and refunds as any other product.
The pass section of the product form only shows while the Memberships & passes business feature is on. See also Memberships.
The Plans page
Open Members > Plans. It lists every plan you sell: name, What the customer gets, price, number of active passes, and Valid for (its coverage). Each row has the actions See members, Edit plan, and Where it can be used.
New plan opens a new product form with the pass section already switched on.
Turning a product into a plan
Open Products, add or edit a product, and switch on Sell as a ... plan (with your pass word, by default "Sell as a Membership plan"). Fill in the section:
| Field | Rule |
|---|---|
| What does the customer get? | Time-based, Credits, or Time + credits |
| Period and Period unit | a count (1-120) and a unit: days, weeks, months, or years. For Time-based and Time + credits |
| Credits | number of uses, 1-100,000. For Credits and Time + credits |
| Valid for (days) | Credits only: days after the start (1-3,650). Empty = never expires |
| Most uses per day / Most uses per week | optional: 1-100 per day, 1-700 per week (Monday to Sunday). The daily limit cannot be above the weekly one |
| People who can use it | 1-20. More than 1 = a shared plan (family, team) |
| When does it start? | On the day it is paid or The customer picks a date (up to 60 days ahead) |
Freezing
| Field | Rule |
|---|---|
| Total freeze days per pass | all freeze days per pass together, at most 365. Empty or 0 = freezing isn't offered |
| Shortest freeze (days) | the minimum length of one freeze. Empty = 1 day |
| Customers can freeze it themselves | customers can request and end a freeze from their storefront account. Staff can always freeze |
| Freeze fee product | optional: a product the customer buys before each freeze |
During a freeze the pass cannot be used. When the freeze ends, the pass end date moves out by the days actually frozen. See Managing Memberships.
Joining fee
Pick another product as the Joining fee product when the first purchase of this plan must include one. The rules:
- it applies only when the customer has never held this plan (in any status)
- the joining fee product must be in the same order. On the storefront it is added to the customer's order. At the POS, the cashier ticks Add the joining fee to this order. An order without it is refused with a clear message
- fee products (joining or freeze) must be live products of your shop and not plans themselves
Renewal
For Time-based and Time + credits plans, the Renewal part holds Customers can turn on auto-renew, Send the invoice (days before the end) (1-60, empty = 7), Grace days after the end (0-60), and Keep the price the customer paid. See Membership Renewals.
What cannot be a plan
- a bookable service (a product linked to a booking calendar): create a separate product for the plan
- ingredients
- bundles
- a seller's product in a multivendor shop, from the Dashboard. Sellers can sell their own plans from Seller Center when you allow it; see Seller Vouchers and Plans
- products with variants: plans are sold without a variant
Plan coverage
By default a plan covers everything in your shop. To narrow it, open Members > Plans and pick Where it can be used on the plan. Tick items in each list:
| List | Example |
|---|---|
| Booking calendars | only the "Studio A" booking calendar |
| Services | only certain services |
| Product categories | only certain categories |
| Branches | only certain branches |
Booking calendars and Services only show in Booking shops.
Nothing ticked = everywhere. Within one list, any ticked item is enough. When you tick items in more than one list, each of those lists must match (for example calendar Studio A and the South branch). Coverage also shows on the plan card in the storefront (Valid for). Coverage decides which sessions can be paid with a pass and which visits can check in.
Changing a plan that has been sold
- the plan terms are copied to each pass at purchase, so changes only apply to the next purchases
- switching Sell as a ... plan off turns the product back into a regular product. Passes already sold keep running on their own terms
- creating a new plan is refused when your plan's active pass limit is reached. Editing an existing plan always works