Setting Up Membership Plans
Create membership plans that your clients will love—with the right mix of service credits, discounts, and pricing. This guide walks you through every step.
✨ Best for:
Business owners and managers setting up their first membership program, or adding new membership tiers.
Quick Steps
- Go to Settings → Memberships and click Create Plan
- Enter plan name, description, and price
- Choose billing frequency (monthly or yearly)
- Add service credits and select eligible services
- Set discounts for products and additional services
- Configure credit expiration and rollover (optional)
- Add membership agreement terms
- Publish when ready
✅ Done! Your plan is live and ready for enrollments.
Step-by-Step Guide
Step 1: Start Creating a Plan
Navigate to Settings → Memberships (or Catalog → Memberships depending on your setup) and click Create Membership Plan.
[Screenshot: Memberships settings page with Create Plan button]
Step 2: Basic Information
Plan name: Choose a clear, appealing name. Members will see this.
Good examples:
- “Glow Monthly Facial”
- “Massage Plus”
- “VIP Skincare Club”
Avoid:
- “Membership Tier 1” (boring)
- “Basic” (sounds cheap)
Description: A short summary of what’s included. This appears during enrollment.
Example: “One signature facial per month, plus 15% off all skincare products. Perfect for maintaining your glow.”
[Screenshot: Plan name and description fields]
Step 3: Pricing and Billing
Monthly price: Set the recurring charge amount.
Billing frequency:
- Monthly — Most popular, lower barrier to entry
- Yearly — Higher commitment, often with a discount (e.g., pay for 10 months, get 12)
💡 Pricing tip: Price at 70-80% of the regular service cost. If a facial is $130, a membership at $99 feels like a great deal—but still protects your margins.
[Screenshot: Pricing configuration]
Step 4: Service Credits
This is the core value of your membership—what services are included?
Credits per cycle: How many service credits do members get each billing period?
- 1 credit — Most common for single-service memberships
- 2+ credits — For higher-tier or multi-service plans
Eligible services: Select which services can be redeemed with credits.
Options:
- Specific service — Credit covers one exact service (e.g., “Classic Facial”)
- Service category — Credit covers any service in a category (e.g., “Any facial”)
- Credit value — Credit has a dollar value toward any service (e.g., “$100 toward any service”)
[Screenshot: Service credit configuration]
💡 Tip: Start simple. One credit for one service is easiest to explain and manage. You can add complexity later.
Step 5: Member Discounts
Beyond credits, what else do members get?
Service discount: Percentage off additional services (beyond their credits).
Example: 10% off any massage (even if their membership is for facials)
Product discount: Percentage off retail products.
Example: 15% off all skincare products
💡 Tip: Product discounts drive retail sales. Members who get 15% off buy more—and they feel special doing it.
[Screenshot: Discount configuration]
Step 6: Credit Expiration and Rollover
How long do credits last?
Set when unused credits expire:
- 30 days — Use it or lose it (encourages visits)
- 60 days — Common balance
- 90 days — More flexible
- End of billing cycle — Credits expire when new ones are issued
Should unused credits roll over?
No rollover (simpler): Credits expire, period. Encourages regular visits.
With rollover: Unused credits carry forward to the next cycle.
If you enable rollover:
- Max rollovers — How many cycles can credits carry? (e.g., 1 month)
- Rollover expiration — How long do rolled credits last? (e.g., 30 days after rollover)
⚠️ Warning: Unlimited rollover can create liability. Members accumulate credits they never use, and you've already collected the revenue. Set reasonable limits.
[Screenshot: Expiration and rollover settings]
Step 7: Membership Agreement
Set the terms members agree to when enrolling.
Include:
- Billing terms (when they’re charged, how to update payment)
- Cancellation policy (how to cancel, any notice required)
- Credit expiration rules
- Pause policy (if allowed)
Example agreement snippet:
“Your membership renews automatically each month on your billing date. You may cancel anytime by contacting us. Unused credits expire 60 days after issue. You may pause your membership for up to 3 months per year.”
[Screenshot: Agreement text editor]
Step 8: Publish Your Plan
Review everything and click Publish.
Before publishing, check:
- Name and description are clear
- Price is correct
- Credits and services are configured
- Discounts are set
- Expiration/rollover makes sense
- Agreement terms are complete
Once published, the plan is available for enrollments.
💡 Tip: Start with the plan as draft (unpublished) until you're sure everything is right. You can preview and test before going live.
What Happens Next?
- ✅ Plan appears in enrollment options
- ✅ Staff can enroll clients immediately
- ✅ You can create additional tiers (Basic, Plus, VIP)
- ✅ Analytics will track plan performance
Example Plans to Inspire You
Simple Facial Membership
| Setting | Value |
|---|---|
| Name | Glow Monthly |
| Price | $99/month |
| Credits | 1 Signature Facial |
| Product discount | 15% off skincare |
| Expiration | 60 days |
| Rollover | 1 month max |
Multi-Service Wellness
| Setting | Value |
|---|---|
| Name | Wellness Plus |
| Price | $179/month |
| Credits | $150 toward any service |
| Service discount | 10% off additional services |
| Product discount | 20% off products |
| Expiration | 90 days |
| Rollover | 2 months max |
Annual VIP
| Setting | Value |
|---|---|
| Name | VIP Annual |
| Price | $999/year |
| Credits | 12 service credits (1/month) |
| Service discount | 25% off everything |
| Product discount | 25% off products |
| Expiration | 120 days |
| Rollover | Yes, within the year |
Common Questions
Can I change a plan after people are enrolled?
Price changes: Only affect new enrollments. Existing members keep their current price.
Credit/discount changes: Be careful—changes may affect existing members. Consider creating a new plan instead.
Should I offer monthly and yearly options?
Yes! Create two separate plans: “Glow Monthly” ($99/month) and “Glow Annual” ($999/year). Members choose what works for them.
What’s a good starting price?
70-80% of regular service price. If a facial is $130:
- $99/month (24% savings) — Great value
- $89/month (32% savings) — Aggressive, high volume
- $109/month (16% savings) — Preserves margins
How many plans should I create?
Start with 1-2. Add more as you learn what members want. Too many options create confusion.
Can I offer a free trial?
Yes! Set up the first month at $0 (or discounted), then regular pricing after. This is configured during enrollment, not in the plan itself.
Pro Tips
🎯 Name for the outcome: "Glow Monthly" sounds better than "Facial Membership." Focus on what they get, not what they pay.
📊 Test with loyal clients first: Enroll a few regulars before a big launch. Get feedback on pricing, value, and the experience.
💡 Keep the first plan simple: One service, one price, clear value. Complexity comes later when you understand what works.