Create and configure a membership

Example used in this guide

Create a Family Fun Membership with a $69 monthly Family plan. Members receive 20% off selected Session Passes once per day, can cancel after three successful payments, and may add Grip Socks during checkout.

1. Add customer-facing content

1. 1

   Open Customers → Memberships and select Create Membership.

2. 2

   Enter the membership name and short description.

3. 3

   Optionally enable a detailed description and image.

4. 4

   Add consistent tags for internal search and management.

5. 5

   Continue to Membership plans.

• Name is required and appears across Admin, POS, and online checkout.
• The short description should explain the value in one sentence.
• The detailed description is best for eligibility, exclusions, and member expectations.

2. Create a membership plan

A membership is the product; plans are the pricing choices inside it. You can offer Individual, Family, or Annual plans under one membership.

1. 1

   Select Create Plan or edit the default Individual Membership plan.

2. 2

   Enter a plan name, price, and payment frequency.

3. 3

   For a custom frequency, enter the repeat interval and unit.

4. 4

   Save the plan only after its benefits and restrictions are complete.

• One-off payment creates a fixed purchase.
• Per day, week, month, or year creates recurring billing.
• Custom supports intervals such as every three months.

Configure included benefits

Each benefit needs both a value and at least one selected product. Use the product selector to search across Session Passes, Party Bundles, Extras, Inventory, and Voucher Packs.

1. 1

   Choose percentage or fixed-amount discount.

2. 2

   Enter the value, such as 20% or $10.

3. 3

   Select the eligible products in the popup and apply them.

4. 4

   Set the redemption quantity and period, such as 1 per day.

5. 5

   Optionally add a concise POS benefit name.

6. 6

   Use Add benefit for additional entitlements.

Set plan purchase and validity rules

• Purchase limits cap the minimum and maximum quantity in one checkout.
• Make ticket compulsory marks the plan as required in the associated purchase flow.
• Days valid from purchase or redemption apply to one-off plans; recurring billing controls recurring-plan validity.
• Purchase date range controls when this particular plan may be bought.
• Redemption date range, weekdays, and times control when its benefits may be used.
• Reporting category changes where plan revenue is grouped.
• Hide from online sales makes the plan available only to staff channels.

3. Configure sales and cancellation

1. 1

   Choose whether eligible membership transactions may be refunded.

2. 2

   Select an online sales period or leave it as Anytime.

3. 3

   Choose Cancel anytime, End of billing cycle, After minimum payments, or Staff approval required.

4. 4

   When using minimum payments, enter at least one successful payment.

5. 5

   Continue to Checkout.

4. Finish checkout rules

1. 1

   Enable Extras and select items customers may add while buying the membership.

2. 2

   Enable Instructions for information sent in the confirmation email.

3. 3

   Enable Terms and conditions for membership-specific rules shown after location terms.

4. 4

   Review each completed step and create the membership.

What the customer experiences

1. 1

   The customer finds the membership in the online catalog.

2. 2

   They select an available plan and any extras.

3. 3

   They accept terms and complete payment.

4. 4

   The issued membership appears on the customer account.

5. 5

   At a later booking, the customer applies the membership and receives the eligible benefit within its redemption rules.