Set up membership plans and offers

This guide shows you how to build a membership plan from start to finish. You will choose the plan type, set the price and renewal rules, add benefits, preview it as a member, publish it and share a signup link. It is for owners and managers who design what members buy.

Before you begin

• Create the product you will sell in Payments → Products. For a free plan, use a product priced at zero.
• Connect a ready payment account. See Set up payment accounts.
• To give members bookable benefits, such as gym entry or calendar sessions, turn them on first in Memberships → Settings → Connected benefits.
• If members must sign terms, create an agreement template.

Where to find it

Go to Memberships → Plans and choose New plan. You can also start from the Set up your membership card on Memberships → Overview.

Choose a plan type

Once you publish a plan, its type is fixed. To use another type, duplicate the plan.

Create the plan

1. Name your plan

1. Enter a Plan name and Description. Members see both.
2. Choose the Plan type.

2. Set the price and duration

1. Choose the Payments product. The draft keeps this price even if you change the product later. Tick Use current product price to update the draft to today's product price.
2. For a recurring plan, choose Bill members every: Weekly, Monthly, Quarterly or Yearly.
3. For a fixed-term plan, set Access lasts (days).
4. For a prepaid pack, set Units per purchase.

3. Choose payment and renewal rules

1. Optional: set Trial days (recurring plans only, up to 365).
2. Set Invoice grace days (0–90). This gives members extra days to pay an invoice. It does not extend their access.
3. Choose the Payment account. Only ready accounts are listed.
4. For recurring plans, decide whether to Renew automatically. This creates and sends the renewal invoice for each period. It does not charge a card by itself.

4. Choose member benefits

1. Set the Benefit timezone. Allowances reset at midnight in this timezone.
2. Optional: set Access grace days (0–30). Members can use any unused units for a few days after their period ends. Grace never creates new unpaid allowance.
3. Choose Add benefit. For each benefit:
   • Choose the connected app, such as Gym admission or calendar bookings where connected.
   • Choose the kind: Unlimited access or Counted (for example, 4 sessions).
   • For counted benefits, set the allowance and whether it resets Each membership period or Never (separate pack purchase).
   • Choose whether units are used At booking or At attendance.
   • Choose whether it covers all eligible resources in that app (for example, every class) or Selected resources only.
   • For trials, set trial units and whether the benefit works during a trial.
4. Under Customer access, choose what members can do themselves:
   • Show this offer on the public joining page
   • Allow customers to pause their membership
   • Allow customers to cancel at the end of the period
   • Allow customers to request a different public plan
5. Add any required agreements.
6. Choose Save draft.

If you leave the page before saving, you can choose Restore edits when you come back. Unfinished edits are kept in that browser tab.

Preview the plan

On the plan page, choose Preview as member. The Member preview shows the saved price, benefits and joining instructions. A draft preview says "Publish this plan before sharing it." Previewing never creates a membership or takes a payment.

Publish the plan

1. On the plan page, choose Review and publish.
2. In Publish this revision?, compare New sales with Previously published.
3. Choose Publish revision.

What you should see: a card titled Published plan · version N. New members join on this version. Existing members keep their agreed terms.

To change a published plan later, choose Create draft, make your edits, then publish again. The Version history section lists past versions.

Share a signup link

Public plans get a readable link that includes the plan name, for example …/join/…/monthly-coaching--…. Older links keep working.

1. Make sure the plan is published, active and has Show this offer on the public joining page ticked.
2. On the plan page, choose Copy public offer link. Or use Copy signup link in the setup guide.
3. Add the link to your website, emails or social profiles.

What the buyer sees

The buyer sees your business name, the price, how often it bills, the benefits and any trial. They choose Request verification code, enter the code and choose Verify email. They pick an enrollment option, add a Promotion code (optional) if they have one, choose Review enrollment and then Create enrollment. Existing members can choose Open your account instead.

Other plan actions

• Duplicate creates a copy with a new name. Use it to try a different plan type.
• Archive stops new sales. Existing members are not affected.

Worked example: a 10-class pass

1. Create a product "10-class pass".
2. Create a plan with Plan type set to Prepaid pack and Units per purchase set to 10.
3. Add a Gym class benefit, Counted, used At attendance, resetting Never (separate pack purchase).
4. Publish and share the link. Each check-in to a class uses one unit.

If something goes wrong

• I can't change the plan type. It is fixed after publishing. Choose Duplicate.
• "Choose a zero-price Payments product for a complimentary membership." Create a free product and select it.
• Copy public offer link is missing. Publish the plan and tick Show this offer on the public joining page.
• No connected apps to choose for a benefit. Turn them on in Memberships → Settings → Connected benefits.

FAQ

If I raise my price, do current members pay more?

No. Existing members keep their agreed price. The new price applies to new sales after you publish.

Can I offer a discount?

Yes, with a promotion code. See Payers, promotions and settings.

Next step

Enroll your first member.