Memberships are a subscription payment structure which allow your customers to commit to longer term purchases and spread the cost over regular payments.

The membership has a total price which your customers commit to paying you over a term which is the entire length of the membership and their payments are split between billing intervals which is the frequency that you take payment from your client.

Like bundles and passes you can add a usage cap to a membership, however with memberships you can add usage caps to both the entire term of the membership and / or for each billing interval.

With the Memberships bolt-on already enabled, head to the Packages page from the left hand side menu, then click Create new package.

Select Membership under What type of package would you like to create?

Give the membership a name, description, add any terms and conditions that your customers will see and select a colour for the membership card.

Select whether your membership is Paid or Free and whether the Membership type is Fixed or Flexible. You can find out more information on the difference between a fixed and flexible memberships here.

If you select Paid, you can then set how many payments the customer will be required to make, the amount they will pay for each installment and how often they will pay these installments. For example, you could create a 12 month membership with 12 installments, so one payment per month.

If you are creating a fixed membership, you will see a summary of the Total membership price and length at the bottom of this section. This will also be displayed to customers during the purchase process

Set what the membership can be used to book or buy under This membership can be used for.

You then have the ability to set caps for both the overall length of the membership by selecting Add cap then Total cap for the entire membership and / or within the set billing interval by selecting Add cap then Cap for each billing period.

To create a membership that has unlimited credits, you would select No cap.

If you want to allow customers to book multiple places under their name with this membership, then you would tick the checkbox next to Enable multibook.

If you want to allow your customers to use this membership for their sub-profile account(s), you would make sure that the box next to Prevent use with sub-profiles is not ticked and if you want to allow customers to book themselves and their sub-profile accounts onto a session in one transaction, then you would tick the box next to Multibook AND you would make sure that the Max places bookable in a single transaction field within the session settings is increased from the default of 1.

To control exactly which sessions, on-demand resources and / or courses your membership can be used for, you will need to select the corresponding tags. These will match the tags that you give to the sessions, on-demand resources and / or courses that you want clients with this membership to be able to purchase. For more information on tags, check out our Package tags article.

To create your membership, click Create membership.

Once you’ve created your membership, you will see it in draft form within the memberships table on the Packages page.

If you click on the membership you've just created, you’ll see an overview of the membership within the Package management page. From this page you can either click Edit this package to make any changes, Place on sale to make your new membership purchasable from the Packages section of your booking page, Archive if you decide you no longer want this membership or you can click Gift this package in order to gift it to any customer.

Please note that you're not currently able to make a membership private or limit the number of times it can be purchased by a customer. If you're only wanting a certain amount of customers to purchase your membership, then this will require manual monitoring where once you reach this number, you would remove this membership from sale.

If you’ve created your membership after already creating sessions within your Schedule, you’ll need to go in and edit the sessions you’d like your customers to be able to use this membership to purchase their sessions with to add Memberships as a payment option.

To do this select a session from your Schedule by clicking on Details > Edit this session > scroll down to Payment options > if Memberships isn’t already listed, simply click the Edit button > tick Memberships on the list of the options > Update.

To save these changes to your session ensure you click one of the update options at the bottom of the page; Update this session to save this change to only this selected session, Update all sessions in this series to update the rest of the series from this date forward or Update this session and select others to only update certain classes in the series.

These steps can also be followed to activate memberships as a payment option in any On-demand resources and Courses.

You can double check what sessions and / or on-demand resources your membership can be used to purchase by clicking on the Sessions or On-demand tabs within the Package Management page as well.

You can see any live or expired instances of this membership by clicking on Package customers within the Package Management page. From here you can click into a specific customer’s membership purchases, message or email any or all membership customers and even export this information by clicking Export to CSV.

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