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
- Membership plans — creation, structure, pricing, services, restrictions, and selling.
- Selling memberships — the exact flow for selling an existing plan and creating a personal membership.
- Issued memberships — day-to-day work with already sold memberships.
When to use which page
- If you want to create or change a template, start with Membership plans.
- If you are looking for the exact steps for selling a membership or creating a personal membership, open Selling memberships.
- 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.
- An issued membership has one owner, but when needed it can also be shared with other clients.
- There can also be personal memberships that are not linked to a central plan but still follow the same operational flow.
In short:
- if you are selling a standard membership, you first create a plan;
- in "Sale", you either select an existing plan or create a personal membership;
- after the sale is saved, the system creates an issued membership for the client;
- then you work with the issued membership itself: usage, active state, history, and editing.
Where and how memberships are created
This section is about client memberships. If you are looking for the business subscription to Reservation.Studio, see Platform billing.
- You create a plan from the main menu "Memberships" -> "Membership plans" through "Create membership plan".
- An issued membership from a plan is created after a saved sale where you selected an existing plan in the "Memberships" tab.
- A personal membership is created only from "Sale" through "Add Items for sale" -> "Memberships" tab -> "Create personal membership".
The full step-by-step procedure for both flows is in Selling memberships.