# Create a Membership Plan (/how-to/memberships/create-a-membership-plan)



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](/how-to/memberships/configure-membership-benefits).

Before you begin [#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](/how-to/payments/set-up-stripe).
* Decide on the plan's price and how long it should last.

Steps [#steps]

1. In the sidebar, go to **Resources → Memberships** to open the plan list.
2. Click **Create Plan**.
3. Under **General Info**, enter a **Name**, an optional **Description**, the **Price**, and the **Currency** (USD or CAD).
4. 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.
5. *(Optional)* Turn on **Honored at all locations** if the membership should be recognized company-wide rather than only at this location.
6. Add at least one **benefit** so the membership grants a discount — see [Configure Membership Benefits](/how-to/memberships/configure-membership-benefits).
7. Make sure **Enabled** is on, then **Save**.

Field reference [#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 [#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](/docs/memberships/buying-a-membership).

Tips [#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.