Membership plans let clients pay a recurring monthly fee in exchange for a set number of treatments (or unlimited). 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 → Payments and scroll to Membership plans. Click + New plan and fill in:
- Plan name — e.g. "Monthly Wellness"
- Description (optional) — shown to clients when they subscribe
- Pricing mode — Discount % or Fixed price
- Discount % or Monthly price — depending on mode
- Treatments per month — use the +/− buttons or type a number. Set to 0 for unlimited.
- 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.
How clients subscribe
Clients can subscribe themselves from their client portal — they'll see your active plans and a Subscribe button.
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. Credits reset at the start of each billing period automatically.
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.
Archiving a plan
Click Archive on a plan to stop new clients subscribing. Existing subscribers keep their membership until they cancel.