⚙️ 5.2 Creating & Configuring Memberships

Memberships are now called Plans. You'll find them under the Plans tab in your dashboard. A plan can be a Membership or a Class Pack, and everything in this article applies to both.

Step-by-Step: Creating a Plan

Select the Plans tab

Click the +Create button

Select Membership or Classpack

Enter in plan details

Select Booking Pools

Toggle on/off the experience types relevant (Events, Classes, Retreats, Appointments)

Choose the limits:

Unlimited: Default option, great for plans that don't set a usage limit.

Limited: Switch to limited when you want to set the number of bookings that this plan applies to (e.g. 5 classes).

Please note: Booking limits will reset at the time period set for recurring plans (e.g. 5 bookings per 1 month).

Within the Pricing & Billing section:

Set your Billing price

Choose between Recurring or One-time payment

Recurring (common for monthly plans)

Frequency - Choose between Weekly, Monthly, 4 Weeks, Quarterly, Semi-Annual, or Annual

One-time payment (common for prepaid plans)

Validity period - Choose between Never Expires, Purchase-Based Expiry, First Use-Based Expiry, or Specific Duration.

Toggle additional settings as you wish

Intro offer: Specifies a discounted rate that new members can pay before auto-enrolling into the regular rate (e.g. $20 for the first 2 weeks -> $150/mo).

Initiation fee: A one-time fee charged together with the member's first payment.

Limit to one purchase per member: Only allows one purchase of this pack per member.

Sharable plan: When toggled on, allows members to share a plan. (See: 🪪 3.4 Making Use of Your Membership)

Capacity: Sets a maximum number of active enrollments at any given time.

First-time customers only: Only allows one purchase of this pack per new member. When toggled on, only net-new members will be able to see this plan

Set the cancellation policy (Cancel Automatically or Review Each Request)

Minimum commitment period: The minimum number of weeks/months, or years before a member can effectively cancel their plan. This is an optional setting.

Setting Plan Policy per Experience

New Experiences

For new experiences going forward, you will see a new drop-down option to set the plan policy within the Pricing & Capacity section while creating/editing experiences.

Existing Experiences

If you've created a new plan but have experiences already live, you will need to adjust the plan policy for each one.

To edit the plan policy of an experience:

Open dashboard.sweatpals.com

Select the Experiences tab

Edit the experience(s)

Select Pricing & Capacity

When adding a paid tier, you'll see a new drop-down option to set the plan policy for each live plan, including:

Can join for free

Half price

Full price

Custom where you can specify a specific percent or dollar amount that members pay instead.

Click Save to apply these changes

Waivers & Questionnaires

Add custom forms directly to the sign-up flow, such as:

Liability waivers (toggle Waiver)

Health or intake forms (toggle Questionnaire)

Studio policies

📎 All completed forms are automatically stored under each member’s record. (For more, see: 🛡️ 8.7 Safety and Compliance)

Pricing Structure

Feature	Description
Base Price	Primary recurring fee
Initiation Fee	One-time charge at signup
Proration	Automatically aligns new member billing to your cycle

Access Control

Define what each plan 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 plans to classes for automatic eligibility at checkout.

Add an Intro Offer to a Plan

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

Open dashboard.sweatpals.com

Within Plans, create or edit a plan

Scroll down to Pricing & Billing, where you can toggle on Intro Offer

Specify the total amount to be charged & time period before the regular rate kicks in (e.g. $20 for the first 2 weeks -> $150/mo).

Select Publish

Discontinuing Plans

There are different ways you can approach discontinuing a plan, depending on your plans for the community.

If you'd like to honor your members' current rate before starting a new plan, you can keep the old one private. That way, members who were enrolled in it prior to the discontinuation can still take advantage of the old price, while new members will have access to the updated price when enrolling.

If you plan to discontinue the plan entirely, and move your members to a new rate, it's best to reach out to your community members through the chat and instruct them to enroll in your new plan, as you'll be cancelling the old one.

It's also a good idea to reach out to your members when cancelling a plan even if you don't plan on setting up a new one after it's discontinued, to keep everyone informed.

Forget-Me-Nots

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 plan.

Test the checkout flow before publishing.

✅ Publish your plan publicly only after Stripe verification is complete.

Limitations

Coupons & stacking: Avoid stacking heavy coupons with an Intro Price unless planned; coupons may override the first charge.

Time zone: Renewal timestamps follow your org’s time zone.

Existing members: Intro Offers are designed for new signups. For loyalty discounts, use promo codes or a separate plan.

Access rules: Eligibility to classes/events will still depend on your plan policy set at an experience-level.

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.

Did not revert to base price → Verify Intro Duration is correct and the next renewal shows the base price.

Member can’t book → Confirm the plan is active and linked under Access rules; check waiver completion.

Test the Flow

Open the plan 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.