Memberships & packages

Create a Membership Type

Define a reusable recurring offer before signing up individual members.

For owners1 min read

A type is not an enrollment

A Membership Type is the reusable offer. A client enrollment stores the selected terms, start and billing choices, agreement and verification. Editing the catalog does not rewrite a previously signed enrollment.

Use the three-step setup

  1. Open Settings → Membership Types and use the creation button.
  2. Enter a unique active name, price, Session Credit or Class Credit allowance or unlimited option, and available discount choices.
  3. Set Days in Cycle and cancellation notice. Options include day-based, weekly and monthly cycles.
  4. Review agreement and waiver defaults and complete the required owner acknowledgment.
  5. Review the final step and save; choose whether the offer is visible on the client portal.
Membership setup starts with the name, allowance and portal visibility.
Membership setup starts with the name, allowance and portal visibility.

Review legal and billing details

The 28-day recommended cycle is not the same as a calendar month. Review the actual cycle, charge date and notice shown in the signup flow. Agreements and liability-waiver defaults need business-specific and legal review before use. Recurring card collection also needs a ready payment account and verified customer consent.

Step two sets the dates, cycle and cancellation notice.
Step two sets the dates, cycle and cancellation notice.

Related articles