Understanding memberships and plans

A membership, a session pack and a drop-in are all the same two things underneath: a plan, the offer on your shelf, and a contract, one client’s signed copy of it. Once you see that split, everything else in this section follows.

The plan is the offer

A plan says what you sell: the name, the price, whether it’s billed weekly, monthly, yearly or once, what it includes, optionally how long it runs, and the terms text the member signs. A plan can cover every location or name specific ones.

The contract is the signed copy

Selling a plan creates a contract, and the contract copies everything: price, inclusions, terms, locations. From then on the member’s deal is frozen. Edit or archive the plan freely; contracts that were already sold don’t move.

Access and credits

Plans grant things in two shapes. Access lets a member book a scope of services, your whole catalog, a single service or a named group, optionally capped like “12 visits per month”. Credits are a bucket: a 10-session pack means 10 bookings, one spent per seat and given back when a booking is cancelled in time. The spend-at-booking rules live in Handling cancellations and no-shows.

Where the money happens

A recurring contract raises an invoice every billing period, and the first invoice is issued together with the sale so you can collect on the spot. Overdue invoices can eventually withhold booking access on their own; that story belongs to the Payments & billing guides.