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How do I create a new Membership Contract?

Instructions on creating a membership contract to sell in the POS

Leah Cullins avatar
Written by Leah Cullins
Updated over 3 weeks ago

Membership Contracts are what is sold to the customer. Once your Membership Types are ready, you can begin creating your Contracts by navigating to Product from the left-hand menu > Memberships > Membership Contracts > New Contract.

Fill in the following fields:

  • Name: This is what employees and customers will see.

  • Active/Inactive: To make it available in the POS, select Active. To keep it hidden, select Inactive.

  • Description: This information is public facing.

  • Price: Price for each billing period

  • Customer Usage: How many times the member can take a class per interval

  • Guest Usage: How many times the purchaser of the membership can bring a guest per interval.


Interval Configuration

Fill in the following fields:

  • Membership Contract Start: Determines when the membership starts.

    • First Usage: Starts the billing period at the date and time of the class when the customer is checked in or late canceled from a class.

    • Date Purchased: Starts the membership right at purchase

    • Specific Date: Starts membership at selected date.

  • Membership Contract End: When the membership contract becomes inactive

    • Non-recurring: Membership is a one-time purchase.

    • Recurs forever: Membership will recur forever or until terminated

    • Recurs set number of times: Membership ends after a set of intervals

  • Billing: Select whether the customer is billed on purchase or when the membership starts.

    • Only appears when selecting a Specific date or First Usage on the Membership Contract Start.

  • Payment Interval Length: How often a customer will be charged for a membership

  • Ends After: Set the number of intervals in a membership.

    • Only appears when selecting the Recurs set number of times for the Membership Contract End.

  • Customer Commitment: The number of pay periods the customer must agree to

  • Grace Period: How many days can they use the membership when a payment fails. During this grace period, the customer must update their credit card on file to continue to use their membership past the end of the grace period. If customers do not update their credit card, all classes booked past the end of the grace period will be canceled, and they will be prevented from booking any more until the update has taken place.


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