Memberships
How to plans tab
Plans is a table of Name, Description, Price of membership, Members, Charge frequency, and Status. Search by name or description. Export as downloads the filtered list as XML, CSV, PDF, or Excel. Filters narrow by charge frequency, discount type, auto renew, show on booking site, and price range. Click a row to edit that plan.
Plans is a table of Name, Description, Price of membership, Members, Charge frequency, and Status. Search by name or description. Export as downloads the filtered list as XML, CSV, PDF, or Excel. Filters narrow by charge frequency, discount type, auto renew, show on booking site, and price range. Click a row to edit that plan.
Plans tab
Plans is a table of Name, Description, Price of membership, Members, Charge frequency, and Status. Search by name or description. Export as downloads the filtered list as XML, CSV, PDF, or Excel. Filters narrow by charge frequency, discount type, auto renew, show on booking site, and price range. Click a row to edit that plan.
- Members is the count of people currently on that plan.
- Charge frequency is Weekly, Monthly, or Yearly — that is the billing interval.
- Plan Status is Active or Inactive for that plan, on top of the program-level Active / Inactive pill.
Tips
- Turn the program Active only after at least one plan has a clear price, interval, and catalog assignment.
- Keep booking-site plan descriptions short; staff and guests should be able to explain the perk in one sentence.
- Review past-due enrollments with Payments so a failed renewal is fixed or cancelled instead of leaving access unclear.