⚙️ 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 🧪 create a class pack classpacks alows you to created packs with limited uses pals can aqcuire these packs and redeem their uses on any event of their choice how to create a class pack head over to the memberships tab click on create membership set your membership to "one time pass" set your membership title, decsription, price, valid dates, and use limit 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 use an intro offer to attract new members with a free trial or a discounted first billing cycle after the intro period, billing automatically switches to the standard price enable the intro offer path dashboard → memberships → open an existing membership (or create one, then return here) → edit open the intro offer panel in the membership editor toggle on the intro offer choose one option free trial → set trial length (e g , 7 or 14 days) first charge runs after the trial ends at the base price discounted intro price → set intro price and duration (# of cycles, usually 1) after that, renewal switches to the base price initiation fee at signup can be combined with either option (optional) save and publish/update intro offer panel toggle on, free trial fields, intro price + duration fields renewal preview summary showing trial end date or first cycle at intro price, plus next bill date at base price examples 7‑day free trial → $59/morethereafter trial shows on checkout first charge occurs right after the 7th day, then monthly at $59 $19 first month → $59/morethereafter first cycle bills $19 the next renewal displays $59 automatically 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