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Membership plans

The Membership plans page is where you prepare what you actually sell as a membership: how long it is valid, how many uses it includes, which services it covers, and at what price it is sold.

Main actions from the list​

From the plans list you can:

  • create a new plan;
  • edit a plan;
  • sell a plan;
  • open "View sold" for that plan;
  • delete or restore a plan.

From the page menu you can also open "All sold memberships".

What is configured in the plan​

In the plan form you configure:

  • location or all locations;
  • name;
  • description;
  • validity;
  • usage type;
  • included services;
  • repeatability and usage restrictions;
  • price and old price;
  • terms;
  • tax;
  • online sale;
  • top;
  • active status.

How usage works​

A plan can use:

  • total usage count;
  • per-service usage count.

If it is per-service, each included service can have its own number of uses and unit price.

If you do not add services, the plan applies to all services.

When the plan uses per-service usage, each service has its own usage count and visit price. These are the values that the sync actions propagate to already sold memberships.

Restrictions and logic​

The plan supports:

  • validity for a selected period;
  • restriction on the number of uses within a period;
  • repeatability of services where applicable.

This allows you to create plans such as:

  • a general package for a fixed number of visits;
  • a package with specific included services;
  • a plan with monthly or similar usage limits.

How the plan is used after you create it​

After saving the plan, the most common next actions from the list are:

  • open it again for editing;
  • sell it to a client;
  • open "View sold" to track the memberships already issued from this plan.

These are the main day-to-day actions. They do not automatically change already sold memberships unless you explicitly run a sync action.

Additional actions: sync tools​

The sync tools are additional maintenance actions. Use them only when you have already changed the plan and want part of those changes to reach the already sold memberships of the same type.

Sync visit prices​

This action updates the visit prices inside already sold memberships of the selected plan.

It is important to distinguish between two different prices:

  • Plan price: the price at which you sell the membership itself;
  • Visit price: the price of a specific included service inside the membership, used for internal calculations such as commissions.

Use this sync when:

  • you changed the visit price of an included service in the plan;
  • you want already sold memberships to use the new visit price;
  • you do not want to update sold memberships one by one.

Sync services​

This action updates the included services inside already sold memberships of the selected plan.

Use it when:

  • you added a new service to the plan;
  • you removed a service from the plan;
  • you changed the usage count or visit price of an already included service;
  • you want sold memberships to match the current version of the plan.

What this sync does:

  • updates visit prices for services that already exist in sold memberships;
  • for memberships with per-service usage, it also updates the usage count for the service;
  • adds missing services to already sold memberships;
  • if a service was removed from the plan and has not been used yet, it removes it from the sold membership;
  • if the service has already been used, it keeps it in history but stops leaving remaining usage for it.

When to use which sync​

  • If you changed only the visit prices, use "Sync visit prices".
  • If you changed the service composition or the usage counts, use "Sync services".
  • If you changed both the services and their visit prices, "Sync services" is usually the better choice.

Important rules​

  • Name is required.
  • Price is required and cannot be below 0.
  • Old price, if set, must be greater than the current price.
  • Count is required when the usage type is total usage.
  • The usage limit count, if used, must be at least 1.
  • The module requires the Memberships feature to be active.

When this page is most useful​

Use it when:

  • you create a new membership product;
  • you change the price, services, or restrictions;
  • you want to sell a plan from the list;
  • you want to review the sold memberships for one specific plan;
  • you need to intentionally push changes to already sold memberships.