Adding a membership is what creates the amount they owe you. Extending bills nothing, freezing moves the end date, and closing is not deleting.
On this page
Steps
- Open the member profile and find the Memberships card.
- Press Add.
- Choose the product. The price, the classes and the end date fill in from your catalogue.
- Adjust the price, or enter a discount and its reason.
- Press Add membership.
Valid until, classes, and the status you actually see#
Valid until is filled from the number of days set on the plan. The No expiry button next to it clears the date.
The status badge on a membership is worked out live, not stored. A plan whose end date has passed reads Expired even though nothing ran overnight, and a pack whose classes are all used reads Completed.
Classes are spent when a booking is made and given back when it is cancelled.
Extend, freeze, adjust classes#
Extend asks for a new end date and, if you like, a reason. It moves the end of the plan to that date and reactivates it. Nothing is charged. On a pack that has been used up, the button is Sell again instead, and it opens a new sale of the same pack.
Freeze asks until when and why. Left empty, the plan stays frozen until you unfreeze it by hand. When you unfreeze, the end date is pushed forward by the days actually frozen, so the member does not lose paid time.
On a plan paid by auto-pay, the freeze window says whether card charges pause too. This follows Keep charging cards during a freeze in Settings › Memberships.
Extend works on a frozen membership too, without unfreezing it. Choose Add time to add days, months or sessions, or Choose a date: on a frozen membership the date is the end date once the freeze is over. The extra time is kept when the membership resumes.
Adjust sets the number of classes remaining. Classes already used stay counted. Setting 0 marks the pack finished.
A membership on auto-pay is also stopped at Stripe#
When the member had set up auto-pay, closing or deleting the membership also cancels their Stripe subscription: at the end of the paid period for a scheduled stop, right away for Close now or Delete. The window says which.
If Stripe refuses the call, the membership is NOT marked cancelled either. The two stay in step rather than leaving you with a closed plan and a card still being charged.
Changed your mind before the date? Keep auto-pay puts both back, in the software and at Stripe. On a plan without auto-pay, the button reads Keep it open.
Troubleshooting
Close is not delete
Close lets you choose when access stops: on the last paid day, which is the default, or today. The plan stays visible in the member history. Once it has ended, it drops out of the balance, so a closed plan no longer counts as money owed.
Delete asks you to confirm, then removes the membership record for good. Nothing goes to a bin, and the payments already recorded stay.
Closing tells the member that their plan ended, if Membership ended is switched on in Settings › Automatic messages. With the default of the last paid day, the message goes out on the day the plan actually ends. Deleting sends no message.