Create memberships

Offering memberships is an easy way to manage payments for appointments and classes.

There are a number of different membership types, you can read more about the types of memberships here.

Once you have decided on what type of membership is best for your business and your clients, use the steps below to set it up, ready for purchase.

To create a new membership go to Settings, click on Appointments, Classes & Memberships, then select Membership Types.

Then click on the box Add New Membership.

Membership title - is the name of the membership you are creating. This name will be visible to clients and will help them decide if it is the right membership for them. For example: 5 class pass, Unlimited Group Class Membership, Off-peak Pilates Membership etc

Membership type - there are four different membership types:

You can read more about the membership types here.

*The recurring membership options will only appear if you are connected to Stripe.

The expiry is when the membership will become inactive. All expiry dates are calculated from the start date of the membership. You can choose an expiry time frames of days, weeks or months.

Single membership expiry (Membership expiry unit/time) - the membership will become inactive after this time.

Pass card membership (Pass expiry unit/time) - the membership will become inactive after this time, or after the attendance has reached its limit, whichever comes first.

Recurring membership (Billing cycle unit/time) - the membership will renew, and the client will get charged the membership price after this time.

Recurring pass card membership (Pass expiry unit/time) - the membership will renew and the client will get charged the membership price after this time, or after the attendance has reached its limit, whichever comes first. If there are unused classes at the time the membership renews, they will be forfeited and no longer able to be used by the client.

Billable item - the billable item includes the price of the membership and the line item for the membership for automatically generated invoices.

Discounts applicable - the membership will accept a discount code to discount the membership price

Concessions applicable - the membership will discount to the concession rate of the billable item linked to the membership

Can only be bought once - this membership can only be purchased by a client once through the Pogozo mobile app. This setting does not limit the business from adding the membership more than once to the client's profile.

Update price for those currently on membership - if the price in the billable item is updated, and this is set to No, then those clients who already have this type of membership will not be charged the new price of the membership in any future recurring billings. This option is for memberships that are "grandfathered". Any client who purchases this membership for the first time will pay the new price.

If you choose Yes all new purchases including renewals will be at the new price.

Classes included - you can select the classes covered by the membership.

Location accessible - you can choose for the membership to cover classes at a single location or multiple locations.

Off-Peak membership - members will only be able to use the membership to cover classes during off-peak times.
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Class attendance limits:

Pass card and Recurring pass card - how many classes are covered by the membership. For example a 10 session = 10 classes.
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​Single and recurring memberships - attendance per week indicates how many classes can be attended per week.

You can choose to include appointments in your memberships.

Appointments types - you can select the appointments covered by the membership.

Included in billing cycle - number of appointments included in the billing cycle.

You will need to allocate a contract and a waiver to each of your memberships. If you have not created contracts and waivers , you will need to do so before you can create a membership.

Once you have completed the fields, be sure to go to the bottom of the document and click on the Create New Memberships button. You can also head to the top of the document and click Save Draft if you want to come back and finish it later.