Create a membership

Build a recurring plan with perks and pricing.

Table of Contents

Go to Setup, open Memberships and click Create Membership. The builder has three steps: Basics, Payments and Appearance. Use Next Step to move on.

Basics

Add a Membership name and Description.
Under Membership Type, choose Individual or Family.
Under Membership Perks, add Service, Discount, Credits or Other perks.
Turn on Waive deposits for members if members should skip booking deposits.

Payments

Set the Amount and tax in Pricing & Duration, plus any Enrolment fee.
Under Payment plan, choose Ongoing or Fixed, which stops after a Number of charges.
Answer When to collect payment?

Appearance

Set the colours and photo, then click Finish. Allow online purchases in Membership options controls online selling.

Up next

Next, read Sell a membership.