How Memberships Work (Instructor Guide)

Memberships allow you to offer recurring subscriptions to your clients — perfect for regular classes where you want predictable income and committed attendance.

What is a Membership?

A membership is a recurring subscription that gives clients access to book your classes.

You can:

  • Charge automatically (monthly, quarterly, or yearly)
  • Limit how many classes they can book
  • Offer unlimited access
  • Control how and when billing renews

Creating a Membership

Go to Admin → Dashboard → Memberships → Create Membership

You’ll see the following options:

Membership Name & Description

  • Name: What clients will see (e.g. Unlimited Yoga Membership)
  • Description: Explain what’s included (e.g. Access to all weekly classes)

Price

Set the price for the membership.

Billing Frequency

Choose how often clients are charged:

  • Monthly
  • Quarterly
  • Yearly

Renewal Timing (Important)

You have two options for when payments renew:

1. From Signup (default)

  • Billing repeats based on when the client joins

    (e.g. joins on 12th → renews on 12th each cycle)

✔ Simple

✔ Works well for most instructors

2. Fixed Day of Month (e.g. 1st)

  • All members renew on the same day (e.g. 1st of each month)

When you select this, an additional option appears:

Prorate First Payment

  • Enabled (default):

    The first payment is adjusted based on how much time is left until the next billing date

    (e.g. joins on 20th → pays a reduced amount until the 1st)

  • Disabled:

    The client pays the full amount immediately, even if the period is short

💡 Use this if you want all members aligned to a single billing cycle.


Limit Class Bookings (Optional)

You can control how many classes a member can book per period:

  • Per week
  • Per month
  • Per quarter
  • Per year

Examples:

  • 4 classes per month
  • 10 classes per month
  • Leave empty for unlimited bookings

Required Onboarding Form (Optional)

You can require clients to complete a form before activating their membership.

Useful for:

  • Health questionnaires
  • Waivers
  • Class preferences

Visibility Settings

Show on Client Page

  • When enabled, the membership appears on your public booking page
  • Turn off to create private memberships (you can still share a direct link)

Notifications

Renewal / Expiry Notifications

  • Sends automatic email reminders before renewal or expiry

Managing Memberships

From the Memberships page you can:

  • View subscribers
  • Edit pricing or limits
  • Cancel or deactivate memberships

When to Use Memberships

Memberships are ideal if you:

  • Run regular weekly classes
  • Want predictable monthly income
  • Offer better value for repeat clients

For one-off bookings or short-term bundles, use Packages/Bundles instead.


Tips

  • Start simple: monthly membership with a class limit
  • Use pricing to encourage commitment (e.g. better value than pay-as-you-go)
  • Consider a fixed renewal date if you want easier accounting

Need help setting this up? Contact us and we’ll happily guide you.

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