Memberships

Recurring plans your regulars pay for every month — what they get, how the money is collected, and what happens when a card stops working.

6 articles

• What a membership isThree words that get used interchangeably and shouldn't be — plan, membership, and the credit a member spends when they sit down.
• Build a membership planPrice, billing cycle, what's included and whether it rolls over — the handful of decisions that decide whether a plan makes money.
• Sell a membershipPutting a client on a plan at the desk — the card, the agreement, and the statuses that tell you it hasn't quite started yet.
• Using a membership at checkoutWhat a member's included services do to a bill, how to apply them, and what happens when they've used everything up.
• Dues, failed payments and dunningThe monthly charge, what happens when a card declines, and how a membership moves from past due to unpaid without anyone forgetting about it.
• Pausing and cancellingEnding a membership without ending the relationship — the difference between a pause and a cancellation, and what happens to credit on the way out.