Memberships and billing
Monthly memberships, automatic billing, invoices, cards to update and cancellations.
- How do memberships and automatic billing work?Families join a plan on your website, agree to the price and renewal, and pay by card with Stripe. It bills each period until they cancel.
- How do I add or change a membership plan?Open Programs > Memberships > Plans & rules, press + Add a plan, set name, price and period, tick the website box to sell online, and save.
- How do I start a membership for someone at the front desk?Open Programs > Memberships > Start a membership, pick the plan, enter who pays, and press Start the membership. They get an email link to enter a card.
- What do families see about price and renewal before they pay?Before paying, families see the price, automatic renewal, your terms and how to cancel, and must tick an agreement. Edit the terms under Plans & rules.
- How do I cancel a membership?Open the member on Programs > Memberships, use Cancel, choose end of paid period or right now, then Cancel the membership. Members can cancel in My account too.
- How do I put a membership on hold?Open the member on Programs > Memberships, use the Put on hold box, optionally pick an Until date, and press Put on hold. No payments are taken during the hold.
- How do I change a member's plan, price or next payment date?Open the member on Programs > Memberships. Use Change plan or price, or Move the next payment, and choose when it applies.
- What happens when a membership payment fails, and what do I do?The member shows Payment failed and is emailed to update their card; Stripe retries. Use the Payment failed filter, then Email a reminder to update the card.
- How do I find and fix cards that expired or were replaced?Customers > Cards to update lists saved cards that expired, expire within 30 days or were replaced by the bank. Press Email a secure link to get the new card.
- How do I send a customer an invoice?Open Customers > Invoices, press New invoice, pick the contact, add lines and a due date, and press Send the invoice. They pay online by card or bank account.
- How do I resend, void or mark an invoice paid?Open the invoice at Customers > Invoices. Press Email it again to resend, Paid another way for cash or check, or Void to cancel it and send a corrected one.
- How do I move my memberships and passes from Pike13?Export from Pike13, upload at Programs > Memberships > Move from Pike13, review the preview, then import. Families add their card from an email you send.