[{"data":1,"prerenderedAt":542},["ShallowReactive",2],{"doc:\u002Fv\u002F2026.3\u002Ffinance\u002Fcreate-a-membership-plan":3},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"section":10,"version":11,"lastUpdated":12,"body":13,"_type":536,"_id":537,"_source":538,"_file":539,"_stem":540,"_extension":541},"\u002Fv\u002F2026.3\u002Ffinance\u002Fcreate-a-membership-plan","finance",false,"","Create a membership plan","Create a membership type from a preset, set what members get and how it bills, add rules for the front desk, and sell it to a client with a pay link.","Revenue","2026.3","2026-11-01",{"type":14,"children":15,"toc":528},"root",[16,24,31,93,99,347,365,371,432,437,443,448,509,515],{"type":17,"tag":18,"props":19,"children":20},"element","p",{},[21],{"type":22,"value":23},"text","Memberships let clients pay once or on a schedule for access, visits, minutes or credits. You create a membership type once, then sell it to clients, who pay with a link and get a pass in their client portal.",{"type":17,"tag":25,"props":26,"children":28},"h2",{"id":27},"before-you-start",[29],{"type":22,"value":30},"Before you start",{"type":17,"tag":32,"props":33,"children":34},"ul",{},[35,70,88],{"type":17,"tag":36,"props":37,"children":38},"li",{},[39,41,47,49,54,56,61,63,68],{"type":22,"value":40},"Open ",{"type":17,"tag":42,"props":43,"children":44},"strong",{},[45],{"type":22,"value":46},"Clients",{"type":22,"value":48}," → ",{"type":17,"tag":42,"props":50,"children":51},{},[52],{"type":22,"value":53},"Memberships",{"type":22,"value":55},". The ",{"type":17,"tag":42,"props":57,"children":58},{},[59],{"type":22,"value":60},"Types",{"type":22,"value":62}," tab lists your membership types and ",{"type":17,"tag":42,"props":64,"children":65},{},[66],{"type":22,"value":67},"Members",{"type":22,"value":69}," lists everyone on one.",{"type":17,"tag":36,"props":71,"children":72},{},[73,75,80,81,86],{"type":22,"value":74},"Memberships are sold through Stripe, so connect Stripe under ",{"type":17,"tag":42,"props":76,"children":77},{},[78],{"type":22,"value":79},"Settings",{"type":22,"value":48},{"type":17,"tag":42,"props":82,"children":83},{},[84],{"type":22,"value":85},"Online payments",{"type":22,"value":87}," first.",{"type":17,"tag":36,"props":89,"children":90},{},[91],{"type":22,"value":92},"Memberships are on every plan. On Cadet you can have up to 3 membership types. The owner can always check members in. Letting staff check members in at the front desk needs Voyager or higher.",{"type":17,"tag":25,"props":94,"children":96},{"id":95},"create-a-membership-type",[97],{"type":22,"value":98},"Create a membership type",{"type":17,"tag":100,"props":101,"children":102},"ol",{},[103,125,188,200,211,266,324,336],{"type":17,"tag":36,"props":104,"children":105},{},[106,107,111,112,116,118,123],{"type":22,"value":40},{"type":17,"tag":42,"props":108,"children":109},{},[110],{"type":22,"value":46},{"type":22,"value":48},{"type":17,"tag":42,"props":113,"children":114},{},[115],{"type":22,"value":53},{"type":22,"value":117}," and select ",{"type":17,"tag":42,"props":119,"children":120},{},[121],{"type":22,"value":122},"New membership",{"type":22,"value":124},".",{"type":17,"tag":36,"props":126,"children":127},{},[128,130,135,137,142,144,149,150,155,156,161,162,167,168,173,174,179,181,186],{"type":22,"value":129},"Under ",{"type":17,"tag":42,"props":131,"children":132},{},[133],{"type":22,"value":134},"Start from a preset",{"type":22,"value":136},", pick the closest match, such as ",{"type":17,"tag":42,"props":138,"children":139},{},[140],{"type":22,"value":141},"Unlimited",{"type":22,"value":143},", ",{"type":17,"tag":42,"props":145,"children":146},{},[147],{"type":22,"value":148},"Minutes",{"type":22,"value":143},{"type":17,"tag":42,"props":151,"children":152},{},[153],{"type":22,"value":154},"Visit pack",{"type":22,"value":143},{"type":17,"tag":42,"props":157,"children":158},{},[159],{"type":22,"value":160},"Credits",{"type":22,"value":143},{"type":17,"tag":42,"props":163,"children":164},{},[165],{"type":22,"value":166},"Family",{"type":22,"value":143},{"type":17,"tag":42,"props":169,"children":170},{},[171],{"type":22,"value":172},"Salon membership",{"type":22,"value":143},{"type":17,"tag":42,"props":175,"children":176},{},[177],{"type":22,"value":178},"Coworking",{"type":22,"value":180}," or ",{"type":17,"tag":42,"props":182,"children":183},{},[184],{"type":22,"value":185},"Day pass",{"type":22,"value":187},". You can change everything afterwards.",{"type":17,"tag":36,"props":189,"children":190},{},[191,193,198],{"type":22,"value":192},"Enter a ",{"type":17,"tag":42,"props":194,"children":195},{},[196],{"type":22,"value":197},"Name",{"type":22,"value":199},", for example \"Bronze 120 minutes\".",{"type":17,"tag":36,"props":201,"children":202},{},[203,204,209],{"type":22,"value":129},{"type":17,"tag":42,"props":205,"children":206},{},[207],{"type":22,"value":208},"What's included",{"type":22,"value":210},", set what members get: unlimited access, a number of visits, minutes or credits. Choose how they refill, whether unused amounts roll over, when they expire, and any caps. You can add guest passes too.",{"type":17,"tag":36,"props":212,"children":213},{},[214,216],{"type":22,"value":215},"Set the billing:\n",{"type":17,"tag":32,"props":217,"children":218},{},[219,243,254],{"type":17,"tag":36,"props":220,"children":221},{},[222,227,229,234,236,241],{"type":17,"tag":42,"props":223,"children":224},{},[225],{"type":22,"value":226},"Recurring",{"type":22,"value":228}," (every week, month or year), ",{"type":17,"tag":42,"props":230,"children":231},{},[232],{"type":22,"value":233},"One time",{"type":22,"value":235},", or ",{"type":17,"tag":42,"props":237,"children":238},{},[239],{"type":22,"value":240},"Term",{"type":22,"value":242},". A term membership is paid up front for the whole commitment.",{"type":17,"tag":36,"props":244,"children":245},{},[246,248,253],{"type":22,"value":247},"The price, and an optional ",{"type":17,"tag":42,"props":249,"children":250},{},[251],{"type":22,"value":252},"Sign-up fee",{"type":22,"value":124},{"type":17,"tag":36,"props":255,"children":256},{},[257,259,264],{"type":22,"value":258},"An optional ",{"type":17,"tag":42,"props":260,"children":261},{},[262],{"type":22,"value":263},"Commitment",{"type":22,"value":265}," (a minimum number of months) and notice period (days).",{"type":17,"tag":36,"props":267,"children":268},{},[269,270,275,277],{"type":22,"value":129},{"type":17,"tag":42,"props":271,"children":272},{},[273],{"type":22,"value":274},"At the door",{"type":22,"value":276},", set the rules your front desk follows:\n",{"type":17,"tag":32,"props":278,"children":279},{},[280,302,312],{"type":17,"tag":36,"props":281,"children":282},{},[283,288,290,295,296,301],{"type":17,"tag":42,"props":284,"children":285},{},[286],{"type":22,"value":287},"Failed payment",{"type":22,"value":289},": how many days to allow, then ",{"type":17,"tag":42,"props":291,"children":292},{},[293],{"type":22,"value":294},"Deny check-in",{"type":22,"value":180},{"type":17,"tag":42,"props":297,"children":298},{},[299],{"type":22,"value":300},"Warn at the desk",{"type":22,"value":124},{"type":17,"tag":36,"props":303,"children":304},{},[305,310],{"type":17,"tag":42,"props":306,"children":307},{},[308],{"type":22,"value":309},"Freezes",{"type":22,"value":311},": how many a member can take a year, and for how long. A freeze pauses billing.",{"type":17,"tag":36,"props":313,"children":314},{},[315,317,322],{"type":22,"value":316},"On Specialist and higher, ",{"type":17,"tag":42,"props":318,"children":319},{},[320],{"type":22,"value":321},"Before first visit",{"type":22,"value":323},": what a member must do before their first visit, such as a minimum age or a questionnaire.",{"type":17,"tag":36,"props":325,"children":326},{},[327,329,334],{"type":22,"value":328},"Check the ",{"type":17,"tag":42,"props":330,"children":331},{},[332],{"type":22,"value":333},"Client's pass",{"type":22,"value":335}," preview, which updates as you type.",{"type":17,"tag":36,"props":337,"children":338},{},[339,341,346],{"type":22,"value":340},"Select ",{"type":17,"tag":42,"props":342,"children":343},{},[344],{"type":22,"value":345},"Save type",{"type":22,"value":124},{"type":17,"tag":18,"props":348,"children":349},{},[350,352,357,359,364],{"type":22,"value":351},"If you edit a type that already has members, choose whether the changes apply to ",{"type":17,"tag":42,"props":353,"children":354},{},[355],{"type":22,"value":356},"New members only",{"type":22,"value":358}," or to ",{"type":17,"tag":42,"props":360,"children":361},{},[362],{"type":22,"value":363},"Everyone at their next renewal",{"type":22,"value":124},{"type":17,"tag":25,"props":366,"children":368},{"id":367},"sell-a-membership-to-a-client",[369],{"type":22,"value":370},"Sell a membership to a client",{"type":17,"tag":100,"props":372,"children":373},{},[374,392,397,421],{"type":17,"tag":36,"props":375,"children":376},{},[377,379,384,386,391],{"type":22,"value":378},"Open the client, open the ",{"type":17,"tag":42,"props":380,"children":381},{},[382],{"type":22,"value":383},"⋯",{"type":22,"value":385}," menu and select ",{"type":17,"tag":42,"props":387,"children":388},{},[389],{"type":22,"value":390},"Sell membership",{"type":22,"value":124},{"type":17,"tag":36,"props":393,"children":394},{},[395],{"type":22,"value":396},"Choose the membership.",{"type":17,"tag":36,"props":398,"children":399},{},[400,401,406,408,413,415,420],{"type":22,"value":129},{"type":17,"tag":42,"props":402,"children":403},{},[404],{"type":22,"value":405},"How they pay",{"type":22,"value":407},", choose ",{"type":17,"tag":42,"props":409,"children":410},{},[411],{"type":22,"value":412},"Pay link",{"type":22,"value":414},", then select ",{"type":17,"tag":42,"props":416,"children":417},{},[418],{"type":22,"value":419},"Sell",{"type":22,"value":124},{"type":17,"tag":36,"props":422,"children":423},{},[424,425,430],{"type":22,"value":340},{"type":17,"tag":42,"props":426,"children":427},{},[428],{"type":22,"value":429},"Copy Link",{"type":22,"value":431}," and send the link to your client the way you usually do. Workspace369 doesn't email or text it for you.",{"type":17,"tag":18,"props":433,"children":434},{},[435],{"type":22,"value":436},"The membership starts when the client pays.",{"type":17,"tag":25,"props":438,"children":440},{"id":439},"manage-a-membership",[441],{"type":22,"value":442},"Manage a membership",{"type":17,"tag":18,"props":444,"children":445},{},[446],{"type":22,"value":447},"From the client's membership you can:",{"type":17,"tag":32,"props":449,"children":450},{},[451,475,499],{"type":17,"tag":36,"props":452,"children":453},{},[454,459,461,466,468,473],{"type":17,"tag":42,"props":455,"children":456},{},[457],{"type":22,"value":458},"Freeze",{"type":22,"value":460}," it, or ",{"type":17,"tag":42,"props":462,"children":463},{},[464],{"type":22,"value":465},"Freeze until",{"type":22,"value":467}," a date, and ",{"type":17,"tag":42,"props":469,"children":470},{},[471],{"type":22,"value":472},"Unfreeze",{"type":22,"value":474}," it. Renewal and expiry dates move out by the frozen time.",{"type":17,"tag":36,"props":476,"children":477},{},[478,483,485,490,492,497],{"type":17,"tag":42,"props":479,"children":480},{},[481],{"type":22,"value":482},"Cancel membership",{"type":22,"value":484},": ",{"type":17,"tag":42,"props":486,"children":487},{},[488],{"type":22,"value":489},"At period end",{"type":22,"value":491},", so access runs until then, or ",{"type":17,"tag":42,"props":493,"children":494},{},[495],{"type":22,"value":496},"Now",{"type":22,"value":498},". Any remaining balance follows your cancellation rule.",{"type":17,"tag":36,"props":500,"children":501},{},[502,507],{"type":17,"tag":42,"props":503,"children":504},{},[505],{"type":22,"value":506},"Adjust balance",{"type":22,"value":508}," to add or remove visits, minutes or credits.",{"type":17,"tag":25,"props":510,"children":512},{"id":511},"related",[513],{"type":22,"value":514},"Related",{"type":17,"tag":32,"props":516,"children":517},{},[518],{"type":17,"tag":36,"props":519,"children":520},{},[521],{"type":17,"tag":522,"props":523,"children":525},"a",{"href":524},"\u002Fv\u002F2026.3\u002Ffinance\u002Fmemberships-in-the-client-portal",[526],{"type":22,"value":527},"Memberships in the client portal",{"title":7,"searchDepth":529,"depth":529,"links":530},2,[531,532,533,534,535],{"id":27,"depth":529,"text":30},{"id":95,"depth":529,"text":98},{"id":367,"depth":529,"text":370},{"id":439,"depth":529,"text":442},{"id":511,"depth":529,"text":514},"markdown","content:v:2026.3:finance:create-a-membership-plan.md","content","v\u002F2026.3\u002Ffinance\u002Fcreate-a-membership-plan.md","v\u002F2026.3\u002Ffinance\u002Fcreate-a-membership-plan","md",1793604877405]