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Memberships

This section covers two different but related topics:

  • membership plans — what you sell;
  • issued memberships — what has already been sold to specific clients.

How the section is organized​

When to use which page​

  • If you want to create or change a template, start with Membership plans.
  • If you want to review, edit, activate, or deactivate an already sold membership, open Issued memberships.

Important distinction​

  • A plan defines validity, usage type, services, restrictions, and price.
  • An issued membership is a concrete instance of that plan for a specific client.
  • There can also be personal memberships that are not linked to a central plan but still follow the same operational flow.

In short:

  • first you prepare and sell a plan;
  • after the sale, the system creates an issued membership for the client;
  • then you work with the issued membership itself: usage, active state, history, and editing.