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Memberships

This page explains how to create membership types, assign them to clients, and manage the full membership lifecycle.

Navigation label — Memberships: EN: Memberships · IT: Abbonamenti · FR: Abonnements · DE: Mitgliedschaften · ES: Membresías · PT: Associações · NL: Lidmaatschappen · PL: Członkostwa · TR: Üyelikler


Overview

Memberships come in two forms:

  • Recurring subscription (IT: Ricorrente) — the client pays on a regular billing interval. Each interval grants a set number of credits, or unlimited access.
  • Credit pack (IT: Pacchetto crediti) — the client pays once and receives a fixed number of credits that expire after a set period.

A credit (IT: credito) is used when a client books a class. If a client cancels early enough, the credit is refunded.


Creating a membership type

  1. Go to Memberships (IT: Abbonamenti) in the left sidebar.
  2. Click + Create type (IT: + Crea tipo).
  3. Fill in the details:
    • Name (IT: Nome) — e.g. "Monthly Unlimited", "10-Class Pack"
    • Type (IT: Tipo) — Recurring (IT: Ricorrente) or Credit pack (IT: Pacchetto crediti)
    • Price (IT: Prezzo)
    • Credits (IT: Crediti) — number of credits per interval, or leave blank for unlimited
    • Unlimited classes (IT: Lezioni illimitate) — toggle for unlimited access
  4. Click Create (IT: Crea).

Membership type button labels:

ActionENITFRDEESPTNLPLTR
Create type+ Create type+ Crea tipo+ Créer type+ Typ erstellen+ Crear tipo+ Criar tipo+ Type maken+ Utwórz typ+ Tür oluştur
CancelCancelAnnullaAnnulerAbbrechenCancelarCancelarAnnulerenAnulujİptal

Fee overrides

Every membership type creation/editing form has a Fees (locale key memberships.sectionFees) section:

SettingENITFRDEESPTNL
Late cancel feeLate cancel feePenale cancellazione tardivaFrais d'annulation tardiveGebühr für späte StornierungTarifa de cancelación tardíaTaxa de cancelamento tardioVergoeding late annulering
No-show feeNo-show feePenale mancata presentazioneFrais d'absenceNo-Show-GebührTarifa por inasistenciaTaxa de não comparecimentoNo-show vergoeding

(Locale keys: memberships.lateCancelFeeOverride / memberships.noShowFeeOverride. Hint text: memberships.feeOverrideHint — "Leave empty to use studio defaults.")

Leave either field empty to fall back to the studio-wide default configured in Settings. The resolution order, applied per client at the moment a fee would be charged, is:

  1. This membership type's override (if set)
  2. The studio default (Settings → Bookings & Cancellations)
  3. No fee — if neither is set, nothing is charged

A fee is only ever charged when a late cancellation (inside the cancellation window, with "cancellation deducts credit" enabled) or an explicit no-show mark actually happens — setting a fee here does not charge anyone by itself.

How the fee is recorded: it appears as a Payment row on the client (provider: "system", with a note of no_show_fee or late_cancel_fee), so it shows up in the client's payment history and in Reports revenue — but it is not an automatic card charge. Your studio still has to actually collect it (cash, card terminal, next invoice, etc.).


Credit rollover

Also in the membership type form:

SettingENITFRDEESPTNL
Enable credit rolloverEnable credit rolloverAbilita riporto creditiActiver le report de créditsGuthabenübertrag aktivierenActivar acumulación de créditosAtivar transferência de créditosCreditoverdracht inschakelen
Max rollover creditsMax rollover creditsCrediti massimi riportabiliCrédits de report maxMax. übertragbare GuthabenCréditos máximos acumulablesCréditos máximos transferíveisMax. overdraagbare credits

(Locale keys: memberships.rolloverEnabled / memberships.maxRolloverCredits. Hint text: memberships.rolloverHint — "Leave empty for unlimited rollover".)

When Enable credit rollover is on for a recurring membership type, any credits a client hasn't used by the end of a billing period carry over into the next period instead of being lost. Leave Max rollover credits empty for unlimited rollover, or set a cap — only unused credits up to that cap carry over; anything beyond the cap is still lost at renewal.

Example: a client on a 10-credit/month plan with rollover enabled and a max of 5 finishes the month with 4 unused credits. All 4 roll over, so their new period starts with 14 credits. If they had 8 unused, only 5 would roll over (the cap), giving them 15 for the new period — the other 3 are lost.


Intro offers

Also in the membership type form:

SettingENITFRDEESPTNL
Intro offerIntro offerOfferta di benvenutoOffre de bienvenueEinführungsangebotOferta de bienvenidaOferta de boas-vindasIntroductieaanbieding
Intro priceIntro pricePrezzo di benvenutoPrix de bienvenueEinführungspreisPrecio de bienvenidaPreço de boas-vindasIntroductieprijs
Intro validity (days)Intro validity (days)Validità offerta (giorni)Validité de l'offre (jours)Gültigkeit (Tage)Validez de la oferta (días)Validade da oferta (dias)Geldigheid (dagen)

(Locale keys: memberships.introOffer / memberships.introPrice / memberships.introValidityDays. Hint text: memberships.introPriceHint — "Leave empty to use regular price".)

Toggling Intro offer on lets you set a discounted first-purchase-only price and/or a shorter validity window for new clients. Leave Intro price empty to keep the regular price (an intro offer with no discounted price is effectively just a shorter/longer trial window). A client is only ever eligible for the intro price once per membership type family — after their first purchase of that type (or any other intro-offer type at your studio), later purchases always use the regular price.


Assigning a membership to a client

  1. Go to Clients (IT: Clienti) and open the client's profile.
  2. Go to the Memberships tab (IT: Abbonamenti).
  3. Click + Assign membership (IT: + Assegna abbonamento).
  4. Select the Membership type (IT: Tipo abbonamento).
  5. Set the Start date (IT: Data di inizio).
  6. Click Assign (IT: Assegna).

How credits work

  • Each booking deducts one credit. IT: prenotazione
  • Cancelling before the cancellation window — credit is refunded. IT: annulla
  • Late cancellation (inside the cancellation window) — credit may be lost depending on your cancellation policy in Settings.
  • When credits reach zero, the client cannot book until the membership renews or they purchase a new pack.

Membership statuses

StatusENITFRDEESPTNLPLTR
ActiveActiveAttivoActifAktivActivoAtivoActiefAktywnyAktif
ExpiredExpiredScadutoExpiréAbgelaufenExpiradoExpiradoVerlopenWygasłySüresi dolmuş
CancelledCancelledCancellatoAnnuléStorniertCanceladoCanceladoGeannuleerdAnulowanyİptal edildi

Cancelling a membership

  1. Open the client's profile.
  2. Go to the Memberships tab (IT: Abbonamenti).
  3. Find the active membership and click Cancel membership (IT: Cancella abbonamento).
  4. Confirm.

The membership is immediately marked as Cancelled (IT: Cancellato). The client can no longer book classes.


What if something goes wrong?

A client can't book even though they have an active membership Check the membership in their profile. Common causes: the membership has expired, all credits are used, or the membership type doesn't apply to the class type they're trying to book.

I assigned the wrong membership type to a client Cancel the incorrect membership and assign the correct one.