How to create Memberships

How to Create Memberships
Estimated Reading Time: 4 minutes
Applies to: All Plans

Quick Summary

A Membership allows clients to continuously book sessions using the credits they receive each period, within the duration of the membership (contract period). You control the number of credits they receive per period, the pricing, payment frequency, duration, and other access settings.

Why This Matters

Well thought out Membership products and set-up prevent extra work later on and confusion about credits or contract terms for your clients. Why memberships instead of credit packs? It ensures predictable revenue for you and a clear structure for your clients.

Step by Step Instructions

Step 1: Create a new product: My Company > Products > click New Product
– Select ‘Membership’ and choose a name for this Membership. Try to keep it clear and concise, each product name should be unique to keep the overview and prevent mistakes later on. 

Step 2: Set the core details
– Set the number of credits per period (leave empty for unlimited), otherwise you have the option to choose the ‘period’ for which your client will receive credits. Next, you can set the validity of unused credits. If your client will be able to take their unused credits to the next period and if so, for how many extra periods should this credit still be valid. 

Best practice: If you would like to set the payment-period to 4-week billing intervals we recommend the credit interval to be per week or per 4-weeks as well so they stay in sync. The same applies for payment frequency per month, then you can assign credits per week or per month but in that case we do not recommend credits per 4-weeks.  

Step 3: Trial membership? This means if it is ticked that each of your clients can only purchase this product once, we recommend this for trial sessions or special one-time deals.  

Step 4: Add a brief description that explains to your client what this product entails. 

Step 5: Choose the visibility setting of this membership. 

• Visible means that anyone can see this product at all times in your shop or while booking in your calendar or booking module. 

• Hide completely means that no clients can find this product or purchase it themselves, only the admin or certain staff members will be able to assign this product to clients, the people that have this product will still be able to use it. 

• Only via Checkout Link means that anyone with the link to the product can purchase it (this is not a one-time-use link but a fixed link for the product).

• Only via Booking Module means that it is only visible and can be purchased while booking (through the calendar or through the booking module on your website) 

Step 6: Configure (minimum) contract duration, payment frequency and price per payment.

• Set the (minimum) contract duration, this also affects the options you will have for the payment period. If you set this to i.e. 12 months the membership duration will be at least 12 months and you will be limited to a payment frequency that fits within this 12 month period, for example per month. If you set this to i.e. 12 weeks you can also choose for a payment frequency per 4-weeks. 

• Set the Price that will be charged every payment period (incl. VAT), and the VAT rate.

Step 7: Define other membership settings

• Choose if you want this membership to be ongoing (automatically renewed) or if you want it to stop automatically at the end of the contract duration. If you set-up the registration fee you can choose if this applies for the first payment of this membership. You can also set the notice period for cancellation here. 

Step 8: Select the activities this product can be used for
– You can select as many as you want here, but keep in mind that all of the credits can be used for any of these selected activities (if one activity is more valuable than others keep this in mind). 

Step 9: Adjust additional settings (optional)
– Under ‘More product details’ you can add more info and extra settings such as the information in the confirmation email, a fixed start or end date, restrict to a client group (Pro & Premium), or a minimum/maximum age.

Best Practice

Use clear names like “Membership – 1x per week” or “Monthly Membership – Unlimited” to avoid misunderstandings about available Credits and so you know which product to assign to a client only judging from the product name.

Common Questions

Can I create an unlimited Membership?
– Yes, you can leave the Credits per period field empty.

Can I delete a product if I don’t want to sell it anymore?
– No, please do not delete any products unless you are absolutely sure none of your clients have this product anymore. You can ‘Hide’ the product if you want to prevent more people from buying it. Once you delete a product it can no longer be used by the clients that have this product to book. 

Can I hide a Membership from the Shop?
 – Yes, select this setting in the ‘visibility’ part of the product settings.

Can unused Credits roll over?
– Yes, enable this directly below the assigned credits per period, you can choose how many extra periods these credits can be used.

Can I link Videos to a Membership?
– Yes, if you select the video collections at the bottom of the product settings, access is granted automatically after purchase.

Related Articles