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Must know
  • Monthly and Yearly renew automatically; One-time and Per Session bill a single cycle and never set up a renewal.
  • Prorate partial periods (on by default) charges a member who joins mid-period only for the days left. It is not offered for a One-time or Per Session membership with no End Date.
  • Tax Exempt in the Details card stops sales tax on the membership and its renewals.
  • You can still change price, interval and dates after people join. Saving asks what happens to current cycles and to members already paying.
Where to find it. Go to Athletes > Memberships, then Create Membership, or Edit from a row’s menu. Pricing lives in the Pricing & Billing card. Billing cycles are created automatically from the start date and interval, so there is nothing to set up period by period.
1

Set the price and tax

In Price, enter the full-cycle amount (0 for a free membership). Renewals charge it in full; only a first purchase starting today can be prorated. Turn on Tax Exempt (Details card) to skip sales tax on this membership and its renewals (more on tax exemptions).
2

Choose a billing interval

Pick a Billing Interval: One-time or Per Session for a single charge, or Monthly or Yearly to renew and rebill each cycle.
3

Decide on proration

Prorate partial periods is on by default: a member who joins mid-period pays only for the days left; off, they pay the full price. It applies to new purchases only. The switch is hidden for One-time or Per Session until you set an End Date to prorate against, and a new membership starts as One-time, so you will not see it until you pick Monthly or Yearly or set an End Date.
4

Set the dates

Set the Start Date (required, defaults to today) and an optional End Date, clearable any time. For Monthly or Yearly, cycles repeat from the Start Date and no new cycle starts on or after the End Date. For One-time or Per Session, the End Date is the inclusive last day of coverage; leave it blank for an open-ended cycle. Publishing needs a price and Start Date, plus an End Date (if set) after it and in the future.
5

Set availability

Available From opens purchases immediately or on a scheduled date, and Available for purchase online (Details card) is on by default. Monthly and Yearly add an optional Purchase Window restricting early purchases; see how do I set a membership’s purchase window?.
Monthly billing day. A club-wide Monthly billing day (Settings > Financials > Payment Schedule) charges monthly memberships in advance on that day to fund the next cycle; cycle dates still follow the membership’s own Start Date. What stops renewal. Besides a member cancelling or the End Date passing, renewal also stops if you deactivate the membership, choose Stop their automatic renewal while changing billing terms (below), or a failed charge runs out of retries. Active members finish their paid period at no further charge once the End Date passes. Changing price, interval or dates after members join. You can still edit them. With active members, changes apply from the upcoming cycle, and saving asks whether to keep or clear any custom recurring amounts, then whether to Keep them on their current terms (default), Move them onto the new terms, or Stop their automatic renewal. See how do I edit a membership that has members?. Who can do this. Editing pricing needs the Memberships feature on your plan and the Edit Training permission. Related: How does membership proration work, and how do I turn it off? · How do I edit a membership that has members? · What are membership billing cycles? · How do I set a membership’s purchase window?