⚙️ 5.2 Creating & Configuring Memberships

step‑by‑step guide to building membership plans step by step setup go to dashboard → memberships → create membership enter name , description , and price set billing cycle – recurring or one time payment choose billing frequency – weekly, monthly, annual, or custom add an optional initiation fee or intro offer (e g first 2 weeks for $10) add any waivers or questionnaires set visibility (public or private) set your booking limits (e g members can sign up for 3 classes per 1 week) click create membership an important note about limits is that they reset at the end of the period set for example, if the booking limit is set to 1 event per day, the member's credits will reset to 1 on a daily basis if set to 1 event per week, it will reset to 1 on a weekly basis add a membership policy to an experience create or edit an experience go to the pricing and capacity section select a ticket tier under price , you’ll find a dropdown menu where you can customize membership access all memberships will be displayed, and you can choose between “can join for free,” “half price,” “full price,” or “custom ” if custom is selected, enter the price amount or percentage that this specific membership will pay for this tier click save to apply these changes waivers & questionnaires attach custom forms directly to the sign up flow, such as liability waivers health or intake forms studio policies 📎 all completed forms are automatically stored under each member’s record pricing structure feature description base price primary recurring fee initiation fee one time charge at signup trial offer temporary discounted or free period proration automatically aligns new member billing to your cycle access control define what each membership includes access scope description all experiences grants access to all events and classes selected classes / events choose specific items bundles / packages group access to multiple items 💡 link memberships to classes for automatic eligibility at checkout best practices use clear, benefit driven names (e g , “unlimited yoga + events”) keep pricing tiers simple (1–3 options max) attach digital waivers to every membership test the checkout flow before publishing ✅ publish your membership publicly only after stripe verification is complete add an intro offer to a membership create a one time discount for new members only each member can redeem it once if they cancel and rejoin, they'll pay the regular price enable the intro offer path dashboard → memberships → create a membership > pricing & billing click over create a new membership scroll down to "pricing & billing and toggle on the intro offer add the following information charge amount to be charge for the first billing cycle time day, week, month or year save as a draft and publish/update ⚠️ membership prices can’t be modified once the membership has been published (this applies to both base prices and intro offers) you can only add promo codes — nothing else related in the ‘ pricing & billing ’ section this includes start or end date if applicable notes and limits coupons & stacking avoid stacking heavy coupons with an intro price unless planned; coupons may override the first charge time zone trial/renewal timestamps follow your org’s time zone existing members intro offers are designed for new signups for loyalty promos, use coupons or a separate plan access rules eligibility to classes/events still depends on your access rules visibility use private for targeted landing pages; share the direct link or embed troubleshooting charged full price on day 1 → confirm intro offer is enabled and fields are set; remove conflicting coupon trial didn’t activate → ensure trial days > 0 and check time zone did not revert to base price → verify intro duration is correct and the next renewal shows the base price member can’t book → confirm membership is active and linked under access rules ; check waiver completion test the flow open the membership detail and click preview checkout run a test with a 100% off code or a private draft verify renewal date and access in a sample booking preview checkout checkout summary with trial/intro info and next charge date best practices keep tiers simple (1–3) use clear copy “first month $19, then $59/mo ” or “7‑day free trial, renews at $39/mo ” attach waivers to every membership that needs them test checkout before going public