⚙️ 5.2 Creating & Configuring Memberships

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) 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 docid\ kq9d7za0ss3hq3fciqknx ) 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 membership policy per experience new experiences for new experiences going forward, you will see a new drop down option to set the membership 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 membership policy for each one to edit the membership policy of an experience open dashboard sweatpals com https //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 membership 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 docid\ ayzinshzpkeozp380tbhl ) 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 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 open dashboard sweatpals com https //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 memberships or plans there are different ways you can approach discontinuing your membership, depending on your plans for the community if you'd like to honor your members' current rate before starting a new membership, 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 https //app archbee com/docs/emkh1coqh r4zzgywlutn/pnkanjwd bgayijnuah4w and instruct them to enroll in your new membership, 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 membership test the checkout flow before publishing ✅ publish your membership 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 trial/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 membership 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 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