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Creating a Membership with a payment plan

After creating a membership, you’ll need to define pricing details for the program. Each payment plan will appear as its own purchasable item on an order page. To keep things simple, you can have one payment plan per membership program. You can also have multiple payment plans for the same membership program.

Please note, a payment plan cannot be deleted once it has been sold.

  1. Navigate to System Settings, then Membership Plans .
  2. Select “Create New Membership Plan.”
  3. Enter the name of your membership plan.
  4. Choose whether or not you would like to accelerate loyalty points for members.
    • You can designate a multiplier by which your members will accrue points faster.
  5. Choose whether your members will be able to share this membership plan with others (i.e. Family or group memberships).
  6. Choose if you would like to apply benefits to your membership plan.
    1. Click yes and choose which services, classes, products, and/or packages you would like to make a part of this benefit set and name the benefit set.
  7. Choose the frequency, quantity, and expiration rules for your new benefit set.
  8. Repeat steps 6a-7 to create as many benefit sets as you would like to apply to your membership.
  9. Designate membership minimums.
    • Provide a name for the minimum set that is brief and descriptive.
    • Designate a minimum amount and a time period that the minimums apply to and select “Next.”
    • Choose from any services, classes, products and packages that this minimum set will apply to.
  10. Set a Membership Start date. In this step, you will choose to either start the membership immediately upon customer purchase or at a set date in the future (ex: a membership could be set to start on Jan 1st of the upcoming year).
    • Please note, the membership will start immediately for all customers who purchase a membership AFTER the defined start date has passed.

    Set a Membership Expiration, In this step, you will choose whether a membership never expires, expires after a selected period of time following a purchase (ex: expires 12 months after purchase), or expires on a specific date (ex: expires on Dec 31st).

  11.  Choose whether or not you would like customers to be able to take a break from their membership.
    • If not, click “Next” to continue on.
    • If yes, choose the price of the plan while it’s frozen. You can also apply a one-time freezing fee as well, as whether or not the plan will continue to accrue benefits while frozen or if it will continue to redeem benefits while frozen by using the associated sliders.
  12. If you would like to add a new payment plan or plans then repeat steps 9-10 as many times as necessary. Once completed select “Next.”
  13. You have now created a new membership plan, which may be edited using the pencil edit icon associated with it or the payment plan.
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