Memberships
Memberships are available if your account is connected with Stripe. Once the account is connected to Stripe a new tab will appear in the packages page which will show Memberships. A membership consists of two parts:
The items which will be credited (packages and discount profile)
The payment profile
Creating your first Membership
The first step to assign the packages which will be credited (packages are credited upon each successful payment on this membership), optionally a discount can also be added, which applies universally based on the discount profile added (discount profiles are created in the Discounts page)
From here the Price (the price that will be paid per frequency x interval period), Frequency (how many intervals will be the payment be charged) and Interval (when should this be charged recurringly)
i.e. for a payment profile with a Price: $10 - Frequency: Every 1 - Interval: Month(s) : the membership will be set to charge every 1 month $10.
i.e. for a payment profile with a Price: $10 - Frequency: Every 6 - Interval: Month(s) : the membership will be set to charge every 6 months $10.
Intervals can be set to Daily, Weekly, Monthly, Yearly
Payment Profiles cannot be edited, and a new profile will need to be created
Clients that are subscribed to a payment profile/membership will need to be cancelled even if the profile has been deleted
Viewing Clients with Memberships
To view clients that have standing memberships, visit the Clients page, and then click on the Clients / Memberships tab which will bring up all clients that have standing memberships, there you can pause and cancel any membership you like. Memberships can also be viewed directly in the client profile, and can also be paused/canceled if needed.
Pausing or Cancelling a Membership
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