Overview
Membership Types are the templates individual memberships are based on. They define how a membership works, what it costs, and what it includes.
Step 1 : Go to Settings > Membership Types > [Add Membership Type]
Step 2 : Fill Out the Basic Details
Name – This is what the member will see (especially if listed online).
Category – Used to group similar memberships for reporting and shared settings like tax rate.
Membership Basis – Controls how the membership behaves over time. Selecting an option will show a description of what it does.
Step 3 : Payments and Fees
Bill Automatically – Choose whether this membership will be billed automatically using integrated billing.
Payment Frequency – Weekly, monthly, etc.
(Note: This can’t be changed once members have signed up)Membership Fee – The recurring amount charged each cycle.
Sign-Up Fee – Optional charge billed during signup.
Step 4 : Save, Then Set Up Benefits
Once the membership type is saved, scroll down to the Membership Benefits section.
Default benefits include:
Open hours access
Free classes
You can customize benefits to include things like :
Door access control, allowing access to certain doors or all doors during rostered hours
Free, or discounted service or class bookings
POS product discounts, or freebies
Step 5 : Forms
This is the ‘paperwork’ your member will complete when signing up. It includes things like the Contract Summary, Terms and Conditions, Waivers, and any other forms you need them to accept.
Pro Tips :
Use clear names that include billing frequency (e.g. “24/7 Access – Weekly”) to easily identify Membership Types
Creating a new membership and have a similar membership already?, Use the [Duplicate] button in the top right to copy it. Then just tweak the details to suit your new setup.
This article covers the essentials of Membership Type setup.
More advanced Membership Type features like agreements, listing memberships for sale online, promotional periods, category, and discount codes are covered in other articles.