FAQ: Memberships

When a credit card payment for a client's membership fails for the first time, the client's membership status will change to Past Due. The system will make four more charge attempts within seven days. If no payments are successful, the client's membership status will change to Unpaid.

Learn more about the different membership statuses.

To change the payment method on a client's membership, open the client's membership details and select Change Payment Method from the "..." menu. Clients can also change their membership payment method via their client portal.

To change the billing location for a client's membership, open the client's membership details and select Change Billing Location from the "..." menu. Learn more about membership billing locations.

Changing the price/discount on a client's membership is helpful if you'd like to offer the client special membership pricing/discounts, or if the client had a previous membership and you'd like to honor their previous pricing/discounts.

To change the price/discount on a client's membership, open the client's membership details and select Change Prices/Discounts from the "..." menu. Any price/discount changes you make will only affect the selected client’s membership. The changes will take effect when the next billing cycle begins.

You can also change the price, discounts, and services in the membership plan instead of each client's membership.

To manually add services to a client’s membership, open the client's membership details and select Add Extra Services. When adding services, you can adjust the quantity and expiration date of the services.

When creating a membership plan, you can add product and service discounts. These discounts will be automatically applied to all product purchases and services for clients with an active membership.

You can manually remove these discounts during checkout if needed. This is helpful if the discounts do not apply to certain products or services.

To remove a membership discount during checkout, select Change price.

You can also remove the discount from the membership plan instead of each individual checkout.

If you no longer offer a membership plan, you can archive the plan by opening the Memberships app and selecting Manage plans.

Select the membership plan and select Archive from the "..." menu. If you need to unarchive a membership plan, contact chat support.

When a membership plan is archived, any existing client memberships will remain active. Learn how you can cancel a client's membership.