Skip to main content

Memberships & Services

End-to-end steps to create memberships, define services (1:1 or group), enable waitlists, and control access.

A. Create a Membership (who can book what)​

  1. Go to Settings → Memberships → New Membership.
  2. Fill details:
    • Name and description: what this plan includes.
    • Billing (optional): if you bill externally, describe terms here for staff reference.
  3. Benefits:
    • Included services: select services the member can book at no charge or discounted rate.
    • Discounts: percentage or fixed-amount discounts by service (optional).
  4. Location access:
    • Choose which locations members can book. Members will be restricted to these locations in the scheduler.
  5. Booking rules:
    • Min/Max advance booking time (e.g., not within 12 hours; up to 21 days out).
    • Free booking limits (e.g., 2 free visits/month) if applicable.
  6. Save. The membership can now be assigned to clients on invite or from the client profile.

Tips:

  • Keep plan names clear (e.g., “Remote Coaching”, “Clinic Gold”).
  • Use discounts for add-on services that are not fully included.

B. Create a Service (1:1 or Group)​

  1. Go to Settings → Services → New Service.
  2. Define basics:
    • Service name and short description.
    • Duration (e.g., 45 min) and buffers (pre/post, e.g., 5–10 min).
    • Remote toggle: enable for telehealth/virtual sessions.
  3. Service type:
    • One-to-one: capacity = 1 (default).
    • Group session: enable Group and set capacity (e.g., 6). Group events display remaining seats and can enable waitlists.
  4. Locations and visibility:
    • Select locations where this service is offered.
    • Visibility: Public (any eligible client can see) or By membership (only clients with specific memberships).
  5. Provider eligibility:
    • Assign which providers can deliver the service. Only eligible providers’ calendars will show for this service.
  6. Scheduling window:
    • Optional overrides of clinic booking windows (min/max advance) for this service.
  7. Pricing:
    • Base price (if shown to clients) and whether the service requires payment at booking.
  8. Save.

C. Enable Waitlists (optional)​

  1. Within the Service → Advanced → Waitlist → Enable.
  2. Capacity and policy:
    • Max waitlist size per timeslot (or unlimited).
    • Auto-promote: when a seat opens, notify clients in order; optionally auto-book the first confirmed client.
  3. Notifications:
    • Configure reminder message content and timing (clinic settings).
  4. Save.
  1. In Membership → Included services: choose services that are free or discounted.
  2. In Service → Visibility: set to “By membership” and select plans allowed to book.
  3. Test with a test client assigned to the membership:
    • Confirm the client can see and book eligible services at allowed locations.

E. Common Setups​

  • Remote coaching (1:1): Remote on, capacity 1, provider eligibility set, ICS invite enabled.
  • Group class: Group on with capacity N, waitlist enabled, location set to “Remote” or a physical studio.
  • Members-only clinic: Services set to “By membership”; public users cannot see.

F. Validation Checklist​

  • Membership assigned to a test client; client can see allowed services.
  • Service shows correct providers and locations.
  • Booking respects min/max advance and free booking limits.
  • Group capacity and waitlist behave as expected.