Memberships
Turn one-time visitors into committed members who show up every month, pay automatically, and spend more. These guides will help you set up and manage a membership program that grows your business.
🚀 Quick Start
New to memberships? Start with these three essential guides:
All Membership Guides
Getting Started
What Are Memberships?
2 minUnderstand how memberships work and why they help your business grow
Setting Up Membership Plans
5 minCreate your first membership plan with credits, discounts, and pricing
Daily Operations
Enrolling Clients
2 minSign up new members with agreements, billing, and instant credit access
Managing Member Benefits
2 minApply credits at checkout, track usage, and handle upgrade costs
Pause & Cancel Memberships
2 minHandle life events, cancellations, and past-due members gracefully
Membership Credits Explained
3 minUnderstand how credits work, expire, and roll over
Recording Manual Payments
1 minProcess cash, check, and other non-card payments
Adjusting Member Credits
1 minAdd or remove credits for service recovery or corrections
Billing & Payments
Online & Self-Service
Online Membership Enrollment
2 minLet clients sign up online with shareable links or website embed
Member Self-Service Portal
2 minWhat members can see and do in their online portal
Analytics
Common Scenarios
Not sure where to start? Here are solutions for common situations:
"I want to start offering memberships"
→ Start with What Are Memberships? then Setting Up Plans
"A client wants to sign up for a membership"
→ See Enrolling Clients
"A member is checking out and has credits to use"
→ See Managing Member Benefits
"A member needs to pause because they're traveling"
"I don't understand how credits expire"
"A member wants to cancel their membership"
"A member's payment failed"
"I want clients to sign up online"
"I need to track my membership revenue"
→ See Membership Reporting
💡 Pro Tip: Start Simple
Don't overthink your first membership. Start with one simple plan—maybe a monthly facial or massage at a small discount. See how clients respond, then add more tiers as you learn what works. You can always adjust later.