Collect and manage membership payments

Open Billing and confirm the connected account belongs to the school, Charges enabled is Yes, and the customer-facing brand and support details are correct. Confirm payout readiness separately before relying on a settlement date.

Open Membership plans and verify the recurring offer is active and synced to Stripe. Publishing a plan on the public school page is a separate choice and does not control checkout readiness.

Open the member, confirm their identity, lifecycle status, email, program enrollment, and the plan approved by the payer.

In Enrollment, choose Set up membership, or enroll in a program to open setup with its default price selected. Review the price, billing frequency, class access, and any fixed term, then choose online payment or an external arrangement.

Advanced pricing lets staff enter a custom price and a percentage or fixed discount with a reason. Review the final amount before continuing. This agreement belongs to the member and does not change the program’s catalog price.

Review the signed agreement before continuing. With billing today, the first payment must be confirmed. With a future first charge, the payer first saves and authorizes their card; the membership is then activated for the agreed date. Adding a member or program alone never collects a payment.

For a recurring online plan, choose the first charge date before preparing the agreement. The date uses the school timezone shown beside the field. A future date requires a reason and confirmation that membership access may begin when enrollment completes, with $0 due now.

If the student already paid for their current coverage, select They already paid for their current coverage and enter Already paid through. That date includes the final covered day. The first new charge is the following day, so coverage is not charged twice.

Example: if the previous payment covers October 31, choose October 31 as paid through. The first new charge is November 1. This records the timing agreement; it does not import a previous payment or move money between providers.

The first charge date and prior coverage appear in the signing copy. After signing, use Save card for scheduled billing. Access becomes active only when enrollment completes. No card charge is collected at enrollment for this schedule.

Enter payment details only in the embedded Stripe Payment Element, then choose Pay & activate. Stripe handles required authentication and redirects back to the member record after success.

Read the displayed amount due and plan back to the payer before submission. Paid-in-full options cover the stated term without automatic renewal. If Stripe reports a decline or authentication failure, use its displayed result rather than recording the membership as paid manually.

For billing today, the membership remains incomplete until payment is confirmed. For a future first charge, look for active access and Billing starts later after the card is saved and enrollment completes. Review the displayed first charge date and amount.

Confirm the receipt or invoice, the connected Stripe account balance, and the recognizable school name or statement descriptor before expanding beyond the first supervised payment.

Changing an actively billed member to Frozen pauses Stripe collection and updates the local status only after the remote operation succeeds. Returning that member to Active resumes paused collection.

For an online membership, changing the member to Cancelled turns off renewal at the end of the current billing period and preserves history. For an offline membership, use End membership on the Membership tab. Offline access ends immediately, so review any notice terms in the signed agreement before proceeding. A member with a current membership cannot be moved back to Prospect or Trial; freeze or cancel first.

After the member or parent accepts a portal invitation, Manage payment method & invoices opens a short-lived, school-branded Stripe portal for the selected linked member.

The payer may update the saved payment method and view invoice history there. The school still controls plan changes, freezes, and cancellation.