Creating Membership Plans
Step-by-step guide to creating membership plans with benefits
Creating Membership Plans
Membership plans (templates) define the pricing and benefits that customers receive when they subscribe.
Accessing Membership Plans
- Go to Memberships in the main menu
- You'll see the "Plans" tab with your existing templates
- Click Create Plan to add a new membership
Plan Details
Basic Information
- Plan Name - Clear, attractive name (e.g., "Premium Member")
- Description - What's included and why it's valuable
- Price - Recurring charge amount per billing cycle
- Billing Cycle - How often to charge: Daily, Weekly, Monthly, Quarterly, Semi-Annual, or Yearly
- Renewal Date Type - When the cycle starts:
- Based on start date - Cycle starts from the customer's join date
- Calendar month - Cycle always starts on the 1st of the month (first period is prorated)
- Color - Brand color for visual identification
Cancellation Policy
- Cancellation Notice Days - How many days before renewal customers must cancel
- Example: 14 days means customers cannot cancel within 2 weeks of renewal
- This protects your revenue while giving customers flexibility
Display Options
- Featured - Highlight this plan in online booking
- Available Online - Allow customers to purchase via online booking
- Active - Enable/disable the plan
Adding Benefits
Benefits define what discounts members receive. Click Add Benefit to configure:
Applies To
- All Services - Discount applies to everything
- Selected Categories - Choose specific service categories
- Selected Services - Pick individual services
Discount Type
- Percentage Off - e.g., 25% off
- Fixed Price - e.g., 0 Ft (free service)
- Fixed Discount - e.g., 3000 Ft off
Discount Value
Enter the discount amount or percentage.
Usage Limit
- Unlimited - No limit on how many times discount can be used
- Per Month - e.g., 4 uses per month
- Per Year - e.g., 12 uses per year
Usage limits reset automatically based on the billing cycle.
Saving the Plan
- Fill in required fields (name, price, at least one benefit)
- Review the configuration
- Click Save
- Plan appears in your templates list
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