Setting Up Membership Plans

Go to Settings > Membership Plans to view all your existing plans. From here you can search for plans, view archived plans, organise plans into categories, copy existing plans to use as templates, or edit any plan.

Click Setup new plan and enter a name for your plan (for example, "Peak 12 Months DD").

You can optionally select a template to pre-populate settings:

Click Add and Edit to configure the full plan settings.

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 "Paid by Direct Debit" or "Our Most Popular Plan".

Description — Fuller details shown when a member clicks to view the plan, such as "Includes access to all gym facilities and classes".

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.

Max number of members — Leave as 1 for individual memberships. For joint, couples, family or corporate plans, enter the number of members allowed (for example, 2 for a couples plan).

Can be purchased online — Toggle on to show this plan in the Member Area and app. If off, the plan can only be added by staff.

Booking Availability — How many days in advance members can book activities.

Can't be purchased more than once — Prevents members buying this plan again. Useful for special offers like a "Founder Membership".

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

Membership Eligibility — Set to "For All" or "Age Restricted". If age restricted, you can set minimum and maximum age limits. See our [Age Restrictions article] for more details.

Featured — Featured plans appear larger and at the top of your online sign-up page.

Order/Sorting — Controls display order. Set to 1 to show first, 2 for second, and so on (featured plans always appear at the very top).

Contract Length — The minimum membership period. Examples:

Cancel at end of contract — Automatically cancels the membership when the contract ends.

Earliest start date — Set a future date if you're pre-selling memberships before opening. Leave as 01/01/0001 to start on the day the member joins.

Plan Type — Choose "New Members & Renewals" to offer to everyone, or "Renewals" to restrict to existing members only.

Member status after cancellation — The status assigned after cancelling (for example, "Cancelled" or "Customer").

Payment Options — Select accepted payment methods:

VAT Rate — Select the appropriate rate if VAT registered.

Requires promotional code — Hides this plan until a valid promo code is entered (Complete package only).

Configure how members can renew non-recurring plans:

Renewal Window — Set how many days before and after expiry members can purchase a renewal.

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

Note: Renewal settings don't apply to rolling plans that repeat indefinitely.

Access Limits — Restrict how many times a member can enter. Examples: once in total (day pass), twice daily, 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 (typically used for off-peak or weekend-only plans).

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

Note: To limit the number of class bookings per period rather than giving unlimited access, use bolt-ons instead. See our [Limit Class Bookings article] for details.

Select which appointment types members can book. If you haven't set up appointment types, this section will be empty. See our Appointments article for more details.

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. See our Using Bolt-Ons for more details.

The Plan Summary panel on the right updates live as you build your plan. Always check this before saving to confirm the payment schedule matches your intentions.

Pro-rata First Payment — Use this with fixed collection dates to charge for partial periods. If you collect on the 1st and a member joins on the 20th, pro-rata calculates a daily rate for the remaining 10 days.

First Payment Date — Leave as 01/01/0001 to collect the first payment today. Enter a future date if you're delaying collection, such as during a pre-sale.

Collection Day — Choose when recurring payments are taken:

New Direct Debits require a minimum of 6 working days before the first collection. For online sign-ups, any pro-rata or joining fee is collected immediately by card, with the Direct Debit starting from the next scheduled date. For on-site sales, you can also take these initial payments by card, or schedule them via Direct Debit (remembering the 6-day lead time).

Payment lines let you structure charges however you need. If you're adding a one-off payment such as a joining fee, this must be first in the payment line order.

Example 1: Monthly membership (£25) with £50 joining fee

Example 2: One-off annual membership (£550)

Example 3: Monthly membership with introductory discount

Remember to save your changes, and use the Plan Summary to verify everything before making the plan available.

Include in Dashboard stats — Toggle whether this plan's data appears in your dashboard statistics.

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