COACHKIT GUIDES
Knowledge Center
From your first client to your next chapter.
Memberships & packages
5 articles
Catalogs, credits, agreements and renewals.
Memberships & packages · Owners
Create a Membership Type
Define a reusable recurring offer before signing up individual members.
1 min read
Memberships & packages · Owners
Create a Package Type and understand session credits
Separate a purchasable bundle from appointment length and booked capacity.
1 min read
Memberships & packages · Owners
Sign up a member and capture their agreement
Select a contact, choose terms and complete the applicable signature or verification.
1 min read
Memberships & packages · Owners
Cancel, freeze or change a client membership
Use enrollment-specific actions without altering every customer’s catalog terms.
1 min read
Memberships & packages · Owners
Edit, retire or delete catalog options
Keep active catalog names unique while preserving purchased and scheduled history.
1 min read