Build a membership plan
Price, billing cycle, what's included and whether it rolls over — the handful of decisions that decide whether a plan makes money.
3 min readUpdated August 14, 2026Managers · Owners
You've decided to sell a monthly plan. What goes in it, what it costs, and what happens to the gloss nobody claimed in February — those are the decisions, and the screen is mostly a way of writing them down.
Go to Memberships → Plans and press New plan. You get two ways in: Start from scratch, or Design with AI, which drafts a plan from a description and leaves every field editable before you save.
The plan itself
- 1
Name it the way a client would say it. "Colour Club" travels; "Tier 2 Recurring" does not. The name shows up on their receipt and their bank statement.
- 2
Set the price and the cycle. Price ($) is what's charged each time. Every and Unit set the rhythm — every 1 month is the usual, but every 2 weeks or every 3 months are ordinary here too.
- 3
Add a service group. A group is "which services, and how many per cycle". Give it a Group name the client would recognise, pick the Services in this group, and set Credits — how many of them the member gets each cycle.
- 4
Set the covered value. Covered value ($) is what the plan says that service is worth. It's what the maths uses when a member redeems, and it's what makes a plan's economics legible rather than a guess.
- 5
Decide what happens to unused credits. Credits expire takes End of cycle, Never, or Days after billing with a number of Days.
- 6
Set commission basis and service tax, then save.
The decision that matters most
Credits expire looks like a small dropdown. It is the whole economics of the plan.
End of cycle means a member who skips February has paid for February anyway. That's how most memberships work, and it's what makes the revenue predictable — but it's also the setting a client will feel unfair if nobody explained it.
Never means credits bank up. It's generous, and it turns your plan into a liability that grows every month somebody doesn't come in. A member who has banked eight glosses can redeem eight glosses, on a Saturday, from a stylist whose column you now can't sell.
Days after billing is the compromise: unused credit survives a while, then goes. A 45-day window on a monthly plan forgives one missed month and no more.
Versions, not overwrites
Editing a saved plan creates a new version rather than rewriting the old one. Members stay on the version they joined under.
That's deliberate. A price rise that silently reached everyone on the next billing day would be a chargeback and a lost client, and you'd find out from your bank rather than from the software. Moving existing members to a new version is a decision someone makes on purpose.
Archiving works the same way: Archive takes a plan off the list of things you can sell without touching anyone already on it.
Common questions
Can I change the price of a plan people are already on?
Editing a plan makes a new version of it. Existing members keep the version they signed up on until you move them, so a price rise never reaches anyone silently.
What does Credits expire actually control?
What happens to unused included services at the end of a cycle. End of cycle is use-it-or-lose-it, Never rolls everything forward, and Days after billing gives a window you set.
Should credits roll over?
Rolling over is kinder and riskier. A client who banks six months of unused glosses can redeem them all at once, and you've already spent the money. Most salons start with end-of-cycle and relax it later.
How does commission work on a membership service?
Commission basis on the plan decides what the stylist is paid on when a member redeems — the regular price of the service, or the covered value the plan assigns it.
Do members have to agree to anything?
Only if you attach an agreement to the plan. When you do, the membership waits at Waiting on signature until it's signed, and doesn't start billing before then.
Related articles
- What a membership isMemberships · Three words that get used interchangeably and shouldn't be — plan, membership, and the credit a member spends when they sit down.
- Sell a membershipMemberships · Putting 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 checkoutMemberships · What a member's included services do to a bill, how to apply them, and what happens when they've used everything up.
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