Memberships

Memberships lets you sell ongoing access to your business and keep track of what each member can use. It suits coaches, studios, gyms, clubs and service businesses. This page explains the key ideas, the pages you will use and the quickest way to launch your first plan.

Key terms

Before you begin

• You need permission to manage Memberships.
• Paid plans need a product in Payments → Products and a ready payment account. See Set up payment accounts.
• Your members must exist, or be created, as people in the CRM.
• If members must sign terms first, create an agreement template.

Where to find it

Open Memberships in the main sidebar. The pages are:

A section menu at the top of Memberships (labelled Membership sections) lets you move between these pages. On a phone, it becomes a single drop-down. If your workspace uses the Gym add-on, the same pages also appear under Gym as Members, Membership plans and Renewals.

Use the guided setup

The quickest way to launch is the Set up your membership card at the top of Memberships → Overview. It takes you through one plan at a time and shows how many of its 4 steps are ready.

1. Create a plan — give it a name and a price. Choose Create plan.
2. Choose what members get — add benefits with Choose benefits, or choose Continue without connected benefits for a simple paid membership.
3. Preview the member experience — choose Preview plan. Check the price, benefits and joining instructions, then choose Done reviewing. The preview never creates a membership or takes a payment.
4. Publish and share — choose Review publishing and publish. If the plan is public, the button becomes Copy signup link.

Each finished step shows Ready. Step 4 shows Ready to share. Choose Refresh setup if a step doesn't update. Use Plan to set up to switch to another plan.

Worked example: a monthly coaching membership

Alex is a business coach. Members pay monthly and get two coaching calls each month.

1. In Payments → Products, Alex creates "Coaching membership" at the monthly price.
2. On Overview, Alex chooses Create plan, names it "Monthly coaching" and picks Recurring membership, billed Monthly.
3. Under benefits, Alex connects the calendar booking benefit as Counted with an allowance of 2 per period.
4. Alex previews the plan, publishes it and turns on Show this offer on the public joining page.
5. Alex copies the signup link into the website. New members verify their email, review the terms and join.
6. Each month, Renewals shows who renewed and who has an unpaid invoice.

If something goes wrong

• I can't add a member. Publish a plan first. The Members page says Publish a plan first until you do.
• The plan has no price options. Create a product in Payments → Products, then choose it as the Payments product.
• A member can't use a benefit. Open their record and look at Needs attention and What this member can access.
• A renewal failed. Open Renewals, filter by Failed and choose Review failure.

FAQ

What's the difference between a membership and a Payments subscription?

A subscription only sends repeat invoices. A membership also tracks access, benefits, required agreements and renewals for each member.

Does changing a plan change what current members pay?

No. Publishing a new revision changes the offer for new sales only. Existing members keep their agreed terms.

Next step