1. Verify Payment Integration

Before creating membership plans, ensure that a payment gateway is connected. You can choose either Square or Stripe.

2. Create a New Membership Plan

Go to Booking Settings → Memberships → New Membership Plan.

When creating a new membership plan, pay attention to the following:

• Payment Mode

  • One-time payment: Select “The customer pays once, upfront” if the client is only paying once.

  • Recurring subscription: Select “The customer pays periodically” if you want automatic recurring billing.

               

• Number of Payments

  • If left blank, payments will continue indefinitely until canceled.

  • If a number is set, billing will stop after that many payments.

                 

• Conditions

  • Define the total number of services or hours included in the plan.

  • If left blank, usage is considered unlimited.

• Services

  • Membership benefits only apply to the selected services here.

  • If set to Unlimited, members can use all services.

               

• Service Discounts

  • You can apply discounts for members.

  • For example, set 100% for free services.

                   

 

 

3. Ways to Purchase a Membership

Memberships can be purchased in three different ways:

a. Membership → Purchase Membership

b. Orders → New Order → Add Membership

c. Customers → Customer Details → Memberships → Purchase Membership

When purchasing, keep in mind:

• Duration

  • If a future start date is set, the membership will be in “Scheduled” status until the start date, when it becomes active.

               

• Members Eligible for Shared Access

  • If the membership allows sharing, you can assign additional users besides the purchaser.

• Payment Setup

  • Card details must be saved to charge the customer.

                   

• • The recurring amount is shown, and if tax applies, set it under Basic Settings → Taxes → Add.

                 

 

4. Using Membership Benefits

A membership must be in Active status to be used.
Memberships in Past Due, Scheduled, Canceled, or Paused cannot be applied.

• Scenario 1: In-store Booking

  • When booking services in-store, the system will automatically deduct from the membership plan if available

    

• Scenario 2: Online Booking

  • Customers will see discounted or free pricing automatically if they have an active membership plan

    

 

5. When Membership Cannot Be Used

 

• Payment Failure

  • If a payment fails, the status will change to Past Due the next day. Membership cannot be used until payment is resolved.

• Cancel Membership

  • Customers can cancel from Membership Details.

                   

• • The plan remains valid until the end of the current billing cycle, after which it changes to Canceled.

• Pause Membership

  • From Membership Details, customers can pause their membership.

                 

• • If paused indefinitely, they must manually Resume it later.

                 

• • If paused until a custom date, the system will automatically reactivate it on that date.