Overview
This guide walks you through setting up membership plans for your salon. Plans let you offer clients recurring benefits like discounted services, included appointments per month, and priority booking. You will learn how to create plans, enroll clients, track their usage, and handle cancellations. Plans sync automatically with Stripe when your account is connected.
Prerequisites
- Role required: Admin or Manager (requires
memberships:createandmemberships:updatepermissions) - Before you start: Your salon must be set up in the system. For payment processing, connect your Stripe account first (see Stripe Payment Setup). At least one active client must exist to enroll members.
Create a Membership Plan
Navigate to Settings > Membership Plans in the sidebar. Click the New Plan button.
Fill in the plan details:
| Field | Description |
|---|---|
| Name * | A short, clear name for the plan (e.g., "Gold Monthly") |
| Description | What the plan includes, shown to staff during enrollment |
| Tier * | The plan level (e.g., basic, silver, gold, platinum) |
| Price * | The recurring charge amount in dollars |
| Billing Cycle * | How often the client is billed: monthly, quarterly, or annual |
| Services Included | Number of included services per billing cycle |
| Rollover Allowed | Whether unused services carry over to the next cycle |
Click Save Plan to create it.
What you'll see: A confirmation message and the new plan in your plans list. If your salon has a connected Stripe account, the system creates a matching Stripe Product and Price automatically.
View Your Plans
Go to Settings > Membership Plans to see all your plans. The list shows each plan's name, tier, price, billing cycle, and status.
Use the filters at the top to narrow results by tier or active/inactive status. Plans are sorted by creation date with newest first.
What you'll see: A table of plans with status badges. Active plans show a green badge. Deactivated plans show a gray badge.
Update Plan Details
Click on any plan in the list to open its detail view. Click Edit to modify the plan.
You can update the name, description, tier, price, services included, and rollover setting. Changes apply to future billing cycles only. Existing subscriptions keep their current cycle terms until renewal.
Click Save Changes when done.
What you'll see: A success message confirming the update. The plan list reflects your changes immediately.
Deactivate a Plan
To stop offering a plan, open it and click Deactivate. This is a soft delete — the plan is not permanently removed.
Deactivating a plan does the following:
- The plan no longer appears for new enrollments
- Existing subscribers stay on the plan until they cancel
- You can reactivate the plan later if needed
What you'll see: The plan's status badge changes from green (Active) to gray (Inactive).
Enroll a Client
Open the client's profile page. Go to the Membership tab. Click Enroll in Plan.
Select an active plan from the dropdown. Click Confirm Enrollment.
The system creates a subscription linking the client to the plan. If Stripe is connected, automatic billing is set up.
What you'll see: The client's profile shows their active membership with the plan name, start date, and next billing date.
Check Client Benefits
Open the client's profile and go to the Membership tab. The benefits panel shows:
- Plan name and tier — which plan the client is on
- Services remaining — included services left this cycle
- Rollover balance — unused services from previous cycles
- Discount rates — percentage discounts on services or products
Use this information at checkout to apply the correct discounts.
What you'll see: A summary card showing the client's current benefits with a progress bar for used services.
View Subscription Status
Open the client's profile and go to the Membership tab. The status section shows:
| Field | What it means |
|---|---|
| Status | Active, paused, or canceled |
| Plan | Name and tier of the current plan |
| Start date | When the subscription began |
| Current period | Start and end dates of this billing cycle |
| Next billing date | When the next charge will occur |
| Usage this period | Services used out of services included |
What you'll see: A detailed status card with all subscription information and a green status indicator for active subscriptions.
Cancel a Subscription
Open the client's profile and go to the Membership tab. Click Cancel Subscription.
Provide a cancellation reason and click Confirm Cancellation. The subscription ends at the close of the current billing cycle. The client keeps their benefits until that date.
What you'll see: The subscription status changes to "Canceled" with the effective end date shown. A cancellation reason is recorded for your records.
Tips & Best Practices
- Start with two or three plan tiers. Too many options overwhelm clients during enrollment.
- Set Services Included slightly below what your best clients use. This encourages more bookings while rewarding loyalty.
- Enable Rollover Allowed on premium tiers to make higher-priced plans feel more valuable.
- Review your plans quarterly and adjust pricing based on actual usage patterns.
- Always check a client's benefits before checkout. Applying their discount builds trust and retention.
- Connect Stripe before creating plans to ensure automatic billing from day one.
- Use descriptive plan names like "Gold Monthly - 4 Services" instead of "Plan A".
- Record usage after every included service to keep benefit tracking accurate.
Common Issues
| Issue | Solution |
|---|---|
| Plan not showing in enrollment dropdown | Only active plans appear. Check if the plan was deactivated and reactivate it if needed. |
| Stripe sync failed when creating a plan | Your Stripe account may not be connected. Go to Settings > Payments and complete the Stripe setup. |
| Client shows zero benefits remaining | All included services for this billing cycle have been used. The client can still book at regular price. |
| Cannot deactivate a plan | Check for active subscribers. The system may warn you about existing enrollments before deactivating. |
| Rollover services not appearing | Rollover must be enabled on the plan. Edit the plan and set Rollover Allowed to true. |
| Subscription shows "canceled" unexpectedly | Check the cancellation reason in the subscription detail. An admin or manager may have canceled it. |
| Price change not reflected for existing subscribers | Price updates apply to new billing cycles only. Current cycle charges remain unchanged. |
| Client enrolled in wrong plan | Cancel the current subscription and enroll them in the correct plan. |
| Billing cycle mismatch with Stripe | Use the Stripe sync feature from the plan detail page to align local data with Stripe. |
| Usage count seems incorrect | Verify that staff are recording usage after each included service appointment. |
Related Journeys
- Stripe Payment Setup — Connect Stripe before creating paid membership plans
- Registering a New Client — Add a client before enrolling them in a plan
- Processing a Payment — Handle payments for services beyond included benefits
- Configuring Salon Settings — General salon configuration including payment settings