Create, publish, and sync membership plans
Define the school’s membership offers, configure weekly make-ups, control public visibility, and prepare eligible recurring plans for Stripe checkout.
Available now
This workflow is available in the live web product. Follow the documented data controls and keep appropriate operational backups.
Before you start
- Owner or manager access.
- Approved plan names, prices, and usage rules.
Choose the plan shape
Create monthly unlimited, classes-per-week, or class-pack records under Membership plans. Weekly plans can bank missed classes as make-ups, cap the number banked, expire them after a set number of days, or apply both rules.
Recurring monthly-unlimited and weekly-limit plans may bill monthly or yearly. Class packs are one-time records and are not available in member subscription checkout.
Confirm the plan type, interval, limits, amount, and member-facing wording before saving. Every new plan starts as a private draft.
Configure a weekly rollover rule
For a classes-per-week plan, enter the included weekly classes and turn on “Missed classes roll over as make-ups.” Set a maximum bank, an expiration period, both, or neither. For example, “2 per week, bank up to 4, use within 30 days” prevents an unlimited balance while giving members time to make up absences.
Weeks run Monday through Sunday in the school timezone. The normal weekly allowance is used first, followed by the soonest-expiring make-up. Staff and accepted member portals show weekly classes left, banked make-ups, total availability, and the next expiration.
Once a member has this current membership, roster and QR check-in enforce the balance. A member with no class remaining is omitted from the eligible roster and receives a clear weekly-limit message if check-in is attempted.
Review the draft before it leaves the school
Before Stripe sync, an active draft’s name and price can be edited. If its interval, plan shape, class count, or rollover rules are wrong, delete the unused draft and create the correct replacement.
Publish on school page only after the offer is approved. Public visibility is independent from Stripe sync: syncing never publishes a plan, and publishing never creates a Stripe price or charges a member.
Have an owner sync approved plans to Stripe
After the school-owned Stripe account reports Charges enabled, an owner may sync active drafts. Each successful plan receives a Stripe product and immutable price; a failed item remains a draft for a later retry.
Only active, valid monthly-unlimited and weekly-limit plans appear in the member Subscribe control. A class pack remains a one-time POS workflow even if a Stripe price record exists.
After sync, archive the plan and create a replacement to change its price or rules. Existing subscription and reporting history stays attached to the original plan.
Use a manual membership only when no charge is intended
Open a member with no current membership and choose Manual membership — no charge when the school needs plan allowance without Stripe collection.
The member and staff can then see the plan allowance, and weekly limits are enforced at reservation and check-in. End the current manual membership before attaching another manual or Stripe plan.
Move from an approved plan to member checkout
Once the connected account and recurring plan are ready, open the member profile and use the supervised subscription workflow with the payer’s consent.
The first Stripe payment activates the subscription. Freezes, resumes, cancellation, and payer card or invoice self-service are covered in the payment guide.
Troubleshooting
If something looks wrong
Why is the plan still marked draft?
An owner has not synced it successfully. Confirm Stripe credentials are ready, the connected account has Charges enabled, the plan is active, and then run the owner-only sync again.
Can a manager sync drafts later?
Managers can prepare and publish plans, but an owner must connect Stripe and perform the remote plan sync.
Why can’t I edit a synced price?
Stripe prices are immutable. Archive the old plan and create a replacement with the new price or rules.
When does a missed class become a make-up?
After the Monday–Sunday week closes in the school timezone, each unused weekly class becomes a make-up, subject to the plan’s bank cap. Expired credits are removed automatically and the soonest-expiring credit is used first.
Keep going
Connect your school to Stripe
10 min →
Collect and manage membership payments
9 min →
Understand pricing and payment fees
5 min →
Set up your school
5 min →
Reviewed July 27, 2026.