Short answers about membership plans, client assignments, session usage, renewal processing, expiry, invoices, summary stats, and what still needs separate verification.
Memberships is a shared add-on for creating membership plans, assigning clients to plans, tracking sessions used, processing renewal and expiry lifecycle events, generating membership invoices, and reporting summary membership metrics.
A plan can include name, description, price in cents, monthly or yearly billing interval, optional included session count, optional validity period in days, active status, and a display color.
Staff can assign an active plan to a client with a start date, optional location, and notes. The system prevents the same client from having a duplicate active membership on the same plan.
Usage can be recorded against an active membership, optionally tied to an appointment. The service blocks usage before the start date, after the end date, on non-active memberships, or after the included session limit is reached.
The service can expire overdue memberships, renew active memberships when the next billing date is due, reset sessions used on renewal, publish expiring-soon events, and create invoices at membership start or renewal when the plan has a price.
No. Memberships is a shared add-on priced at EUR 12/month. Dunning retries, card-update links, portal balance visibility, pause-policy automation, rollover rules, and deferred-revenue accounting should be verified separately before relying on them.