Create a plan

On the web

1. Open Memberships and click Create Plan. From anywhere, the New menu offers Membership plan.

   

2. Enter the Plan Name, choose the Type and set the Price (₹). Add a Description the front desk can read out.

3. Fill in the section for the type:

   • Discount Settings: the Discount Type (Percentage (%) or Flat Amount (₹)) and Discount Value.
   • Prepaid Settings: the Credit Amount (₹) loaded (leave empty for the same as the price), a Top-Up Bonus %, and Allow top-ups on this plan.
   • Session Settings: the Total Sessions.

4. Under Validity, set the Duration in days, months or years, or leave it empty for lifetime.

5. Under Settings, decide: Auto-apply at POS, Allow freeze/pause, Allow transfer (needed for family sharing), and Auto-renew subscription with its Renewal Cycle and Renewal Price (₹).

6. Add Terms & Conditions and click Create Plan. The toast reads Plan created.

In the app

1. Tap More, then Memberships. On the Plans tab, tap the + button.

   

2. Under Plan details, enter the Plan Name, choose the Type, set the Price (₹) and add a Description.

   

3. Fill in the section for the type: Discount Settings, Prepaid Settings or Session Settings.

4. Under Validity, set the Duration, or leave it empty for lifetime.

5. Under Settings, switch on Auto-apply at POS, Allow freeze/pause, Allow transfer and Auto-renew subscription as needed.

6. Add Terms & Conditions and tap Create Plan.

On the web

On the plan card's menu choose Edit or Archive. Archiving stops new sales; existing memberships keep running until they expire.

In the app

Tap Actions on the plan card for Edit and Archive.