Membership plans let clients pay a recurring fee in exchange for a set number of treatments (or unlimited). You choose how often they're billed — monthly, or any few-weeks or few-months cadence that matches how regularly they come in. Billing is handled automatically by Stripe — you set it up once and it runs itself.
Pricing modes
When creating a plan you choose one of two pricing modes:
- Discount % (default) — Set a percentage discount (e.g. 10%). When a client subscribes, they choose which service the membership applies to. The discounted monthly price is calculated from that service's price and locked to their subscription. This means each subscriber pays a different amount depending on which service they chose.
- Fixed price — Set a single monthly price and select which services are included. All subscribers pay the same amount and can book any of the included services.
Creating a plan
Go to Settings → Bundles and scroll to Membership plans. Click + New plan and fill in:
- Plan name — e.g. "Wellness Plan"
- Description (optional) — shown to clients when they subscribe
- Pricing mode — Discount % or Fixed price
- Discount % or Price per billing period — depending on mode
- Billing frequency — how often the client is charged. Choose a number and a unit, for example every 1 month (standard monthly), every 6 weeks, or every 3 months. Weeks can go up to 52 and months up to 12 (Stripe bills at most once a year).
- Treatments per billing period — use the +/− buttons or type a number. Set to 0 for unlimited. This many credits are added each time the client is billed.
- Credit validity after cancellation — how many days unused credits remain valid after a client cancels (default: 365 days)
- Minimum term (months) — optional. Set to 1 or more to require clients to stay subscribed for that many months before they can cancel. Leave at 0 for no minimum. Clients see this clearly before subscribing.
- Included services (fixed price mode only) — tick which services can be booked using a membership credit
Click Create plan. A Stripe Product is created automatically on your connected account.
Billing frequency
By default a plan bills every month. If your clients tend to rebook on a longer rhythm — say every six or eight weeks — set the Billing frequency to match, and Stripe charges on that cadence instead. The frequency you choose shows everywhere the price appears, so a plan reads as "£40 every 6 weeks" on your booking page, in the client's account and on their card, exactly as it charges.
The treatments you set are added each time the client is billed, not each calendar month, so a two-monthly plan simply tops up its credits every two months. If you change a plan's frequency later, it only affects clients who subscribe from then on — anyone already subscribed keeps their current cadence and price until they cancel and re-enrol.
How clients subscribe
Your active plans now show on your public profile and your booking page, as well as inside the client portal. A client browsing can subscribe on the spot by clicking Subscribe — they don't need to book an appointment first.
A brand-new client confirms their email with a 6-digit code before any recurring payment starts (so a mistyped email can't be charged), and we set up their account for them as they go. Existing clients can subscribe from their portal as before. You can hide the section, or drag where it sits on your profile, under Settings → Profile.
For discount % plans, they'll first choose which service their membership applies to — they'll see each service with the original price crossed out and the discounted monthly price shown. Once they confirm, that service and price are locked to their subscription.
For fixed price plans, they simply click Subscribe and pay the set monthly price.
You can also enrol a client manually. Expand a plan on the Membership plans page, enter the client's name or email in the enrol field, and click Enrol.
How credits work at booking
When a client with an active membership books a covered service, the booking page automatically detects their membership. If they also have a treatment package, they'll be shown a choice: use a membership credit, use a package session, or pay normally.
The booking summary shows 1 membership credit throughout all steps, and confirmation emails reflect this.
Each billing period adds that month's credits to the client's balance. Unused credits are not lost at the end of the month. They roll over and stay usable until they reach the validity period set on the plan (default 365 days from when each credit was granted), so a client who misses a month simply has two credits available the next time. Credits are used oldest-first, and cancelling a credit booking restores the credit.
Adjusting credits manually
On the client detail page (Dashboard → Clients → [client name]), scroll to the Memberships section. Use the − and + buttons to remove or add a credit manually.
Minimum term
If you set a minimum term on a plan, clients cannot cancel their membership from the portal until that period has elapsed. Instead of a cancel button, they see the date from which they can cancel. You can still cancel on their behalf at any time from the Membership plans page.
The minimum term is shown clearly on the client portal before they subscribe, so there are no surprises.
Credits after cancellation
When a client cancels, unused credits are preserved for the validity period set on the plan (default 365 days). They can still book covered services until credits expire — they just won't be billed again.
If a credit booking is cancelled, the credit is automatically restored.
Private plans (for clients you choose)
Sometimes you want a plan for a few chosen clients rather than the world — a rate you only offer to regulars, or a plan you have quietly filled and don't want anyone else joining. Tick Private — only available to clients you choose when you create or edit a plan and it stays in your settings (marked with a Private badge) but never appears on your public profile, your booking page, or anyone's client portal. Its direct purchase link won't work either, so it can't be shared around.
To give someone a private plan, open their client profile and find Private membership access. Press Give access next to the plan and it appears on that client's account page — theirs only — where they subscribe themselves, entering their own card. That's the easiest route: the client handles the card and any bank verification step. Use Copy account link to send them straight to their account page. You can Remove access at any time before they subscribe.
If a client already has a saved card on file, you can also enrol them instantly yourself: expand the plan in Settings → Payments and use Enrol a client. Either way, this is the difference from Archive — an archived plan stops everyone, including you, from adding new members, whereas a private plan only stops the public while you decide who gets in.
Archiving a plan
Click Archive on a plan to stop new clients subscribing. Existing subscribers keep their membership until they cancel.