Plans with clear terms
Choose the membership term, total price, deposit and payment schedule. New plans have a fixed end date rather than renewing automatically.
Make the commitment clear before checkout
In Managed: Membership programme settings
Memberships built around your services
Create paid membership plans with a clear term, payment schedule and included benefits. Keep the client’s remaining services, member prices and payment status together when your team books their next visit.
Memberships are included with Starter and Growth. Connected Stripe setup is required for online payments; payment fees apply.
See Managed memberships in 60 seconds.
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Follow Cosmetic Clinic as it creates a six-month membership, collects the first payment and books an included visit, with the remaining allowance and scheduled payments in view.
Read the video summary
- 00:00
Create a membership around your services
Emma sets Skin Health Membership: six months, six included Hydrating facial visits and a total commitment of £360, collected in six monthly payments of £60.
- 00:08
Add the plan to the client’s order
Add the membership for Sophie Clarke, save the order and prepare secure checkout. Adding a plan is separate from collecting its first payment.
- 00:17
Confirm the first membership payment
Sophie adds a card through secure checkout. The first £60 collection must be confirmed before membership benefits unlock; later instalments remain scheduled.
- 00:26
Keep benefits with the client record
The active membership shows its sold terms, six whole-term included visits and payment status. Future payments do not reset the allowance.
- 00:35
Book an included visit
Arrange an eligible Hydrating facial for Thursday 22 October at 10:30 with Hannah. The allowance is reserved only after the booking is saved.
- 00:44
Track the allowance and payment schedule
One visit is reserved, five remain available and none is completed yet. The first £60 is paid, £300 remains scheduled, and the fixed term ends on 19 April 2027 without automatic renewal.
- 00:53
Bring the plan and next visit together
Keep membership terms, included services, payment schedules and benefit usage in one client record. Memberships are available on Starter and Growth.
One plan for the benefits, payments and next visit
Keep the sold plan, scheduled payments and remaining benefits with the client record.
Included services and member prices
Add included quantities or percentage, fixed amount and member-price benefits for selected services, products or packages. Included quantities cover the whole membership term.
Build a plan around what clients use
In Managed: Configured membership benefits
Scheduled payments
Collect through secure checkout with a saved card. Clients can pay the membership’s first collection now or choose an available later start; benefits unlock after the first required payment succeeds.
Keep payment timing clear
In Managed: Membership checkout and instalments
Benefits beside the booking
Check remaining allowances and apply eligible membership benefits when arranging an appointment. Keep usage and the sold terms visible in the client record.
Help the team answer membership questions
In Managed: Membership-aware booking and usage
Rules for changes and missed visits
Choose whether cancellations and no-shows restore or consume an allowance. Set whether failed membership payments pause further benefit bookings.
Apply the rules your business chooses
In Managed: Membership booking policies
Membership documents
Attach the documents and forms that belong to the plan. They are assigned after the first verified membership collection, with the sold plan’s document versions retained.
Keep the plan and its paperwork together
In Managed: Versioned membership documents
Create the plan, enrol the client and track each benefit
A membership is a paid plan with agreed benefits. Your business sets the price, term and rules.
1
Design the membership
Choose the term, total price, deposit, scheduled collections and included benefits. Set allowances for the whole term and the rules for cancellations, no-shows and payment failures.
2
Send secure checkout
Add the membership to the client’s order and send checkout by email or SMS. The client adds their card and confirms the available payment start. Benefits become available after the first required payment succeeds.
3
Book against the benefits
Applied membership benefits update the remaining allowance. Scheduled instalments and payment status stay connected to the membership; new fixed-term plans end without automatic renewal. Benefit use follows the saved plan, booking and payment rules.
Know what is included before the next visit
Keep the plan, agreed payments and remaining benefits close to the appointment.
A clear commitment for the client
Keep the sold term, total price and scheduled collections visible together. A fixed-term plan has an agreed end date.
An allowance the team can explain
Check included services, reserved visits and what remains when arranging an appointment. New fixed-term allowances cover the whole membership term.
Memberships and loyalty do different jobs
Memberships: a paid plan with benefits
Clients join a plan with a defined term, price and benefits. Track payments, included services and remaining allowances together.
Paid client plans
Loyalty: rewards earned over time
Clients build progress through qualifying activity and earn a reward under your loyalty rules. Explore loyalty programmes for visit targets, progress updates and earned discounts.
Earned client rewards
Start using memberships
Create your Free workspace
Start with your booking diary, client records, consultation forms and hosted booking website. Choose and confirm a paid plan in the app when you need more.
Free plan
Add memberships on a paid plan
Membership plans and benefit tracking stay connected to the client record.
Starter & Growth
Starter and Growth. Connect Stripe for online membership checkout and scheduled collections; payment fees and tax follow your processor and billing terms.
Questions about memberships
Create a plan for your regular clients
Keep each client’s paid plan, remaining visits and scheduled collections together.