A membership type defines the rules, pricing, and inclusions that apply every time a client joins that membership. This reference covers every field on the Create new membership page, in the order they appear on screen.

Go to Settings then Appointments, classes & memberships and select Membership types. Click + Add new membership to open the page.

The Membership type field controls which fields appear throughout the rest of the form, so it's worth understanding the difference before filling anything else in.

Recurring memberships renew automatically on a billing cycle (for example, weekly or monthly). If you are connected to Stripe you can save the client's billing information and charge their card automatically. If Stripe is not connected, or the client's billing details are not saved an unpaid invoice will automatically be raised for the membership.

Non-recurring memberships are one-time purchases that expire after a set period. No Stripe connection is required.

The membership type can only be changed while the membership is in Draft status. Once a membership is set to active, the type is locked.

This first card contains all the core setup for the membership, including who can access it, how it's priced, and when it renews or expires.

Required. The internal name for this membership - it appears in Pogozo Web and in client-facing purchase flows. Must be between 3 and 90 characters.

Required. Choose Recurring or Non-recurring. See the section above for details. This field is locked once the membership is active.

Optional. You can enter a description of the membership (for example what is included) into this text field. This text is shown to clients when they browse and purchase memberships in the Pogozo App. Limit: 4,000 characters.

Required. Select one or more of your business locations. Clients assigned to this membership will be able to use it at the selected locations.

Required. Select a billable item from your existing price list. The price set on the billable item becomes the membership price. If you need a new price point, create the billable item in your settings first, then return here.

Choose Yes or No. When set to Yes, changing the linked billing item's price will update the price charged to clients who are already on this membership. Defaults to No.

This field is disabled (locked to No) for non-recurring memberships, because a one-time purchase is not subject to ongoing price changes.

The following fields appear only when Membership type is set to Recurring.

Required for recurring. Controls when the membership period ends and the next billing cycle begins. Choose one of three options:

This field is locked once the membership is active (not in Draft).

Required for recurring (except when Membership renews is set to End of usage). Sets the unit of time for the billing period. Options: Day, Week, Month. (Year is not available.)

This field is locked once the membership is active.

Required for recurring (except when Membership renews is set to End of usage). Sets how many units make up one billing cycle. Choose a number from 1 to 30. For example, to create a fortnightly membership, set the unit to Week and the duration to 2.

This field is locked once the membership is active.

The following fields appear only when Membership type is set to Non-recurring.

Required for non-recurring. Sets the unit of time used to calculate when the membership expires after purchase. Options: Day, Week, Month.

Required for non-recurring. Sets how many units the membership lasts after purchase. Choose a number from 1 to 30. For example, to create a membership that expires after 4 weeks , set the unit to Week and the duration to 4.

Appears for both recurring and non-recurring memberships. Controls which day of the week a membership can start (and, for recurring memberships, when billing occurs). Options:

When Membership renews is set to End of usage, this is forced to Any day and cannot be changed.

These four fields appear for both recurring and non-recurring memberships.

Choose Yes or No. When set to Yes, clients can purchase this membership themselves through the Pogozo App. When set to No, the membership can only be assigned manually in Pogozo Web. Defaults to Yes.

Choose Yes or No. When set to Yes, clients can buy the membership now but choose a start date in the future. Defaults to Yes.

Choose Yes or No. When set to Yes, any discounts or concession rates you have configured can be applied to this membership at the time of purchase. Defaults to No.

Choose Yes or No. When set to Yes, a client can only ever purchase this membership once. Useful for introductory offers. Defaults to No.

This sub-section sits within the Membership details and billing information card. It controls whether Pogozo generates individual invoices for each appointment or class covered by the membership, and how the membership price is split across those invoices.

Choose one of three options:

Appears when invoice generation is set to Yes, at the time of check in or Yes, collated at the end of the billing cycle. Controls how the membership price is divided across individual invoices. Options:

Appears when Price allocated per appointment/class is set to Price allocated evenly across appointments/classes (minus the set up fee). Enter a dollar amount that is deducted from the membership price before the remainder is divided evenly across sessions. For example, if the membership costs $100 and you set a setup fee of $20, the remaining $80 is split across the included sessions. The setup fee must be less than the membership price.

The Inclusions section defines which appointment types and class types are covered by the membership, and any caps on how many sessions a client can use.

Optional. Enter a number to set an overall cap on how many appointments and classes a client can use in a single billing cycle across all inclusions combined. Leave blank to allow unlimited usage.

Required when Membership renews is set to End of usage. Because the membership renews only when sessions are exhausted, leaving this blank would mean the membership never renews.

Pogozo displays advisory warnings beneath this field if your per-row caps or per-week caps would prevent clients from ever reaching the total you've set.

Each inclusion row targets a specific set of appointment types and class types. The form starts with one row. Click + Add inclusion to add more rows — for example, to set different caps for different types of sessions.

Each row contains the following fields:

Appointments/classes included - a multi-select grouped into Classes and Appointments. Only active types are shown. Select all the types that should be covered by this inclusion row. You can select a mix of class types and appointment types in a single row.

Max number per billing cycle - optional. Caps how many sessions from this inclusion row a client can use per billing cycle. Leave blank for unlimited. Cannot exceed the Total appointments/classes per billing cycle value if one is set.

Max session per week (blank = unlimited) - optional. Caps how many sessions from this inclusion row a client can attend in a single week. Cannot exceed the Max number per billing cycle value for this row, or the overall total if one is set.

Amount allocated per appointment/class - appears only when Price allocated per appointment/class (in the Invoices on check-in section) is set to Price specific to appointment/class type. Enter the dollar amount that will appear on the invoice for each session of this type. Required when the per-type allocation mode is active. An info icon next to the label opens a note warning that the sum of all per-type amounts is not capped at the membership price, which may affect team member revenue reports and third-party claims.

To remove an inclusion row, click the delete icon on the right of the row.

Attach documents that clients must sign or complete when they purchase this membership.

Optional. Select a contract template from your existing contracts. If a contract is attached, clients will be prompted to sign it when purchasing the membership.

Optional. Select a waiver template. If a waiver is attached, clients will be prompted to sign it when purchasing the membership.

Optional. Select a form template. If a form is attached, clients will be prompted to complete it when purchasing the membership.

All three fields are optional. You can attach any combination of the three, or none at all.

This section is only shown for Recurring memberships. It controls whether clients can pause (hold) their membership and, if so, the rules around how long a hold can last.

Choose Yes or No. When set to Yes, clients can request a pause on their membership. The additional fields below then appear. Defaults to No.

Appears when Allow customer to hold is set to Yes. Controls the method clients use to define a hold. Options:

Required when allow customer to hold is Yes. Sets the minimum length of a hold that a client can request. Choose a number from 1 to 24. The unit is set by the Period of time field below.

Required when allow customer to hold is Yes. Sets the time unit for hold durations. The options are drawn from your configured time periods (typically days or weeks). This also determines the unit used for the Maximum hold duration per 12 months dropdown.

Required when allow customer to hold is Yes. The total amount of hold time a client can accumulate across a rolling 12-month period. Choose Unlimited or a specific number of units (1 to 24, in the unit selected under Period of time).

Appears for recurring memberships regardless of whether holds are enabled. Choose Yes or No. When set to Yes, clients can cancel their own recurring membership from within the Pogozo App. Defaults to No.

Attach physical products from your shop that are included when a client purchases this membership. When the membership is sold, the selected stock items are added to the purchase invoice automatically and inventory is reduced accordingly.

Click + Add Stock Item to add a row. Each row contains a single Shop item dropdown listing your active shop items. Select the item to include.

You can add multiple rows to include more than one stock item with the membership. To remove a row, click the delete icon.

If you have no shop items set up, the dropdown will be empty. Stock items (called "shop items" in Pogozo) are managed under Settings → Shop.

At the top right of the page, two save options are available:

Save as draft - saves the membership without activating it. Draft memberships are not visible to clients and cannot be purchased. This option is available when creating a new membership and when editing a membership that is already in draft status.

Create new membership (or Update when editing) - saves and activates the membership immediately, making it available according to its Available for purchase online setting.

Delete - appears at the top right when editing a membership that is not yet active. Permanently removes the membership after confirmation. Active memberships cannot be deleted.