Memberships
Create a Membership Plan
Set up a new membership plan with a name, price, currency, and validity period.
Create a membership plan to start selling a paid plan that gives customers ongoing discounts. This guide covers the plan itself; adding the discounts comes next in Configure Membership Benefits.
Before you begin
- You need access to the Resources area of the dashboard.
- Stripe must be connected to accept membership payments. See Set Up Stripe.
- Decide on the plan's price and how long it should last.
Steps
- In the sidebar, go to Resources → Memberships to open the plan list.
- Click Create Plan.
- Under General Info, enter a Name, an optional Description, the Price, and the Currency (USD or CAD).
- Under Validity, choose one model:
- Rolling duration — enter the number of days the membership lasts from each customer's purchase date (e.g., 365).
- Fixed window — enter a valid from and valid until date shared by all buyers.
- (Optional) Turn on Honored at all locations if the membership should be recognized company-wide rather than only at this location.
- Add at least one benefit so the membership grants a discount — see Configure Membership Benefits.
- Make sure Enabled is on, then Save.
Field reference
| Field | Required | Description |
|---|---|---|
| Name | Yes | Plan name shown to customers. Unique within your location. |
| Description | No | Short description shown on the purchase page and receipt. |
| Price | Yes | One-time purchase price. |
| Currency | Yes | USD or CAD. |
| Validity | Yes | Rolling duration (days from purchase) or a fixed date window. |
| Honored at all locations | No | Recognize the membership across all company locations. |
| Enabled | Yes | Whether the plan is on sale. |
What happens next
- An enabled plan with at least one benefit becomes available for customers to purchase at checkout.
- Buyers receive a membership number and a receipt email. See Buying a Membership.
Tips
- Set the validity model deliberately. Use rolling duration for year-round plans and a fixed window for seasonal passes — you can't combine the two.
- Price changes take effect immediately. If you raise a plan's price, customers mid-checkout are asked to re-confirm at the new price, so consider timing changes for quiet periods.