Memberships

Create recurring membership plans with member discounts and included treatments, and manage your subscribers and billing.

Memberships are recurring plans your clients subscribe to for a monthly fee. In return, members get automatic discounts, free product or treatment credits, and bonus loyalty points. This page is where you design plans and manage everyone who’s subscribed.

Open Memberships from the Catalog section of the sidebar (the page subtitle reads “Plans, subscribers and billing”).

Clients subscribe to plans themselves, in the app. From the dashboard you create and edit plans and manage, pause, or cancel existing subscribers. You don’t enrol clients here.

Membership KPIs

A strip at the top of the page tracks how your membership base is performing:

Metric	What it shows
Monthly MRR	Total recurring monthly revenue from all active members.
Active subscribers	How many clients currently hold a plan.
Churn this month	The share of members who cancelled. It turns red above 10%.
Avg revenue/member	Average monthly value per subscriber.

Tabs

The page has three tabs:

• Membership Plans: the plans you offer.
• Subscribers: everyone currently or recently subscribed.
• Custom Plans: one-off, client-specific bundles. See Custom plans.

Screenshot: the Memberships page showing the KPI strip, the Membership Plans / Subscribers / Custom Plans tabs, and the plans table with a New Plan button.

Create a membership plan

On the Membership Plans tab, select New Plan. The dialog shows a live phone preview on the right (“Configure how this plan appears in the client app”) and is split into four sections.

1. Set the basics

   Name the plan, set its monthly price, pick a Plan type, and choose how it’s presented.

2. Add membership discounts

   Define the discounts members get automatically.

3. Add included products

   Grant free credits members can claim each period. This section only appears on a Free products plan.

4. Add a New Member Gift (optional)

   Give clients a one-time gift for joining the plan.

5. Save

   Select Create. You’ll see a Plan created confirmation. Editing an existing plan uses the same dialog, with a Save Plan button and a Plan updated confirmation.

1. The Basics

Field	Notes
Name	Required. The plan name clients see.
Monthly price	Required. Members are billed this each month.
Plan type	Required. Free products or Beauty credits. See below.
Min. commitment (months)	The minimum period before a member can leave.
Points multiplier	Multiplies the loyalty points members earn (1.0 to 3.0).
Most Popular	Badges the plan as most popular in the app.
Best Value	Badges the plan as best value in the app.
Cover image	The plan’s artwork in the app.
Description	A short tagline describing what’s included.

Choose a plan type

Every plan runs on one of two models, and they are mutually exclusive.

Plan type	What members get
Free products	Members claim curated free treatments and products each billing period, from the slots you set up in Included Products below.
Beauty credits	Members get a fixed amount of wallet credit each billing period, which they can spend on any treatment or product.

Picking Beauty credits reveals a required Credit per billing period amount, and it replaces the Included Products section entirely, so there are no slots to configure. Unspent credit rolls over into the next period and never expires.

Membership discounts and the points multiplier apply to both plan types.

Beauty credits are simpler to run and give members complete freedom over what they spend on, but the credit rolls over indefinitely, so size the amount carefully against your monthly price. Free products take longer to set up and give you tighter control over exactly what you give away.

2. Membership Discounts

Discounts here are applied automatically whenever a member qualifies, so they don’t need a code. Add a Discount #N row for each one:

Field	Options
Channel	In App (online checkout) or In Clinic (at reception). In-clinic prompts the client to show their membership or check-in QR at reception.
Type	% off or a fixed amount off.
Value	The percentage or amount.
Scope	All treatments, a single category, or one specific treatment.

Changing a row’s Channel clears its Scope, so pick the scope again after you switch channel.

3. Included Products

Included products are free credits members can claim during each billing period, for example one free facial a month. Add a Slot #N for each credit:

Field	Notes
Period	How often the credit refreshes: Monthly, Quarterly, or Bi-annual.
Max to claim	How many times a member can use this credit per period (1 to 20).
Applies to	The rows that define what the credit covers. See below.
Roll over	Carry unused credits into the next period instead of losing them.

What Applies to covers

A slot holds one or more Applies to rows, and each row has its own settings:

Field	Options
Channel	In App, where the member claims it themselves, or In Clinic, a perk they collect at reception.
Scope	All treatments, a single category, one specific treatment, or one specific retail product.
Sessions	How many sessions this row covers, from 1 to 20, so a single row can cover a whole course.
Description	For In Clinic rows. Name the perk, for example “VIP Lounge Access”. You can translate it.

Add as many rows as the slot needs. There is no limit on how many a slot can hold.

A slot scoped to All treatments is exclusive: it can’t be combined with more specific slots in the same plan.

You can’t remove a slot that a member has already claimed in the current period. When you save, you’ll see a message telling you how many slots were kept and why. The block clears itself once that claim expires at the end of the period.

4. New Member Gift

A New Member Gift is a one-time gift granted automatically the moment a client subscribes to this plan. Turn on Offer a New Member Gift, then pick a Gift type:

Gift type	What you set
Bonus points	How many points the new member gets.
A free treatment	Which treatment to give.
A free retail product	Which product to give. Available once you have retail products.
A % discount on their next visit	The percentage.
A € discount on their next visit	The amount, in your clinic’s currency.

You can also set:

Setting	What it does
Max total redemptions	A cap across all members. Leave it blank for unlimited.
Valid from / Valid until	Run the gift as a limited-time joining offer between two dates.
Custom title / Custom description	How the gift is announced in the app. Leave blank and sensible defaults are used.

Choosing a treatment or product with a tight margin raises a warning before you can save. Giving away a treatment that is restricted for health and wellness reasons needs you to tick an acknowledgement first.

The New Member Gift is granted once, when the client joins. It is not the same as the Included Products slots, which refresh every billing period, and it is not the loyalty Welcome gift, which every new client gets whether or not they hold a membership.

Manage plans

The Membership Plans table lists every plan with its price, billing cycle, subscriber count, number of benefit rules, points multiplier, and status. Each row has actions:

Action	What it does
Edit	Reopen the plan dialog to change it.
Copy	Duplicate the plan as a starting point for a new one.
Delete	Remove the plan entirely. Available only when it has 0 subscribers.
Archive	Retire a plan that has subscribers, so no one new can join. Restore it later if needed.

Manage subscribers

The Subscribers tab lists each member with their plan, status (ACTIVE, PAST_DUE, CANCELLED, or PAUSED), renewal date, monthly value, and included-credit slots. Select a row to open the subscriber sheet.

Screenshot: the subscriber sheet showing the Overview tab with member details and included slots, plus Pause and Cancel actions.

The subscriber sheet has two tabs:

• Overview: member since, next renewal, monthly value, loyalty points, the credits included this period, treatments already claimed, and their discount benefits.
• Billing: the member’s invoices with their status (Paid, Open, Void, or Failed).

From the sheet you can:

1. Pause a membership

   Select Pause to temporarily stop billing, useful when a client is away. Their status becomes PAUSED.

2. Cancel a membership

   Select Cancel and confirm to end the plan. Their status becomes CANCELLED.

Memberships are always clinic-wide: they apply across all your locations, not per branch.

Related

Custom plans

Build one-off, client-specific treatment bundles.

Treatments

The services you scope membership discounts and credits to.