Select a membership, then open the ••• menu on its Billing card.
Start a membership
Customers join from your storefront: from a page with the Membership plans app block, or by selecting Become a member on a product page. Once they complete checkout they receive their credits and can rent eligible products. Your team can also put a customer on a plan. The plan is paid for as the order is placed and the membership is created with its credits ready once the order is paid, so you can add items to it on the same order or a later one. A customer with no card on file can still be put on a plan. Their charges are raised as normal, and you collect them yourself until a card is added.From a draft order
From a draft order
Open Add cycles
Add a new membership plan
Select the plan and purchase option
From POS
From POS
Attach the customer to the cart
Open Cycles
Pick the plan and take payment
Add items to an existing membership
Use a draft order to add products to a customer’s active membership. Each product uses the credit cost set on its membership option.Open Add cycles
Select the membership they hold
Add the products
Complete the draft order
Memberships on the customer page
The customer page shows one card per active or paused membership. Each card shows:- The membership’s nickname, or Membership when it has none
- The plan title and status
- Credits, order and return usage, and the next renewal date
The membership page
Open a membership from its card on the customer page, or from Charges by selecting View membership on a membership billing charge. The page has:- Plan. The plan title and the membership’s nickname, with Change nickname.
- Allowances. Credits, orders, returns, and the renewal period. Select the edit icon to change the allowances or the renewal schedule.
- Billing. Status, next charge, recurring price, start and end dates, minimum term dates when they apply, payment method, and related charges.
- Timeline. What has happened to this membership, including every billing change.
- Customer. Name and contact details, alongside the cards.
Change a membership’s billing
Open the ••• menu on the Billing card to pause, reprice, discount, move to another card, or cancel. The actions apply to the membership you opened, not to every membership the customer holds. Each one is written up in Subscription actions, which covers memberships and subscription rentals alike. A paused membership shows no renewal date until billing resumes. To work across many memberships at once, such as moving everyone with an expired card onto another one, filter Type to Membership on Subscription contracts.Rename a membership
Open Change nickname
Enter a nickname and save
Membership FAQs
Does pausing billing pause the customer's credits?
Does pausing billing pause the customer's credits?
Can a customer hold more than one membership?
Can a customer hold more than one membership?
Why does a membership appear under Subscription contracts?
Why does a membership appear under Subscription contracts?
Why is the renewal date different from the next charge date?
Why is the renewal date different from the next charge date?
- From start date repeats from the day the membership was created. A new interval still counts from that day.
- On day of month. Available on a monthly schedule. Enter the day of the month.
- On day is available on a weekly or monthly schedule. Select the weekday.