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How to Create a Paid Upfront Membership Plan

Set up a membership where the full fee is collected in a single payment

Updated over 3 weeks ago

How to Create a Paid Upfront Membership Plan

Paid upfront plans (also known as paid-in-full, annual, or cash memberships) collect the full membership fee in a single payment. This guide walks through creating a membership plan where the member pays once for a set period, such a 1 year.


Before You Start

Membership plans won't be available for online purchase unless you have a payment integration configured. Set up ClubRight Pay or another payment integration before creating plans you intend to sell online.


Creating the Plan

Go to Settings > Membership Plans and click Setup new plan. Enter a name for your plan (for example, "Annual Membership - Paid in Full") and click Add and Edit to configure the settings.

You can optionally select the Annual membership paid in full template to pre-populate the key settings.


Plan Configuration

Info Tab

Set the basic information members will see when purchasing:

Name — The plan name displayed to staff and members.

Summary — A short line shown below the plan name, such as "Pay once, save 15%" or "12 Months Full Access".

Description — Fuller details shown when a member clicks to view the plan, such as "Pay upfront and enjoy a full year of unlimited access to all facilities".

Category — Assign the plan to a category to help organise your plans.

Image — Upload an image displayed in the Member App and online sign-up.

URL — A unique link for this plan that you can share directly in marketing emails or on your website.


Details Tab

Contract Length — Set this to match how long the membership lasts. For example, select 12 months for an annual membership, 6 months for a six-month plan, or 1 month for a monthly paid-in-full plan.

Cancel at end of contractAlways tick this for paid upfront plans. This automatically cancels the membership when the contract ends. Without this setting, you'll create an everlasting membership from a single payment.

Can be purchased online — Toggle on to show this plan in the Member Area and app.

Club Access — Choose from: No club access, Allows club access, or Allows group club access.

Payment Options — Select which payment methods you'll accept:

  • Cash — You collect payment manually and update via the ClubRight till

  • Card — Collected via Stripe (requires connected Stripe account)

  • Direct Debit — Collected automatically (requires ClubRight Pay or GoCardless integration)

VAT Rate — Select the appropriate rate if VAT registered.


Renewal Tab

Configure how members can renew when their plan expires:

Renewal Window — Set how many days before and after expiry members can purchase a renewal. This allows members to purchase a new plan in advance to start when their current plan ends.

Renewable Membership Plans — Select which plans are available as renewal options. Leave all unticked to show all renewal plans.


Restrictions Tab

Access Limits — Restrict how many times a member can enter. Leave blank for unlimited access, or set limits such as "once daily" or "seven times weekly".

Time Restrictions — Restrict access to specific days and times. Leave blank for unrestricted access. Click "Add new time" to set the hours members are allowed in.


Activity Access Tab

Select which activities members can book. Tick Select All for full access, or tick individual activities to restrict.


Appointment Access Tab

Select which appointment types members can book. If you haven't set up appointment types, this section will be empty.


Bolt-Ons Tab

Bolt-ons let you offer additional products at the point of purchase, such as gym inductions, welcome packs, or locker rentals. Click + New to add a bolt-on.


Payment Schedule Tab

For a paid upfront plan, set up a single payment that collects the full amount:

Amount — Enter the full price of the membership (for example, £550 for an annual plan).

Frequency — Set to Once. This ensures the full payment is collected immediately with no recurring charges.

Example payment line for an annual membership:

Line

Name

Amount

Frequency

1

Annual Membership

£550

Once

The Plan Summary panel on the right updates live as you build your plan. Always check this before saving to confirm the payment schedule shows a single payment with no recurring charges.


Reporting Tab

Include in Dashboard stats — Toggle whether this plan's data appears in your dashboard statistics. You may want to exclude promotional or short-term offers from your overall membership count.


After Setup

Once you've created the plan, add it to a test member to ensure it works as expected before making it available to customers.


Tips for Paid Upfront Plans

  • Name plans clearly — Include "Annual", "6 Month", or "Paid in Full" so members understand what they're buying

  • Always tick "Cancel at end of contract" — This is the most important setting for paid upfront plans

  • Consider renewal options — Set up a renewal window so members can easily purchase their next year before their current plan expires

  • Use the Plan Summary — Always verify the summary shows a single payment before saving


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