⚙️ 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 choose billing interval – weekly, monthly, or custom set access rules (events, classes, or both) add an optional initiation fee or trial period attach any waivers or questionnaires set visibility (public, private, or embedded only) click create membership 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