Billing8 minute tutorial

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.

On this page
  1. Before you start
  2. 1. Choose the plan shape
  3. 2. Configure a weekly rollover rule
  4. 3. Review the draft before it leaves the school
  5. 4. Have an owner sync approved plans to Stripe
  6. 5. Use a manual membership only when no charge is intended
  7. 6. Move from an approved plan to member checkout
  8. Troubleshooting

Available now

This workflow is available in the web product.

Before you start

  • Owner or manager access.
  • Approved plan names, prices, and usage rules.
1

Choose the plan shape

Create a program and its default price together under Programs, or use ADD PLAN under Membership plans for a shared offer. Choose monthly, annual, paid-in-full, or class-pack pricing, then set unlimited or limited class access.

Choose all classes, specific programs, or selected weekly classes. For example, BJJ-only and unlimited all-access can be separate prices. Paid-in-full options have an explicit term and no automatic renewal. 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.

Open Membership plans
2

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.

Tip: Use both a bank cap and an expiry for a predictable first policy. A small cap such as two weeks of classes plus a 30-day window is easy to explain and audit.
3

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.

Watch out: A draft with membership history cannot be deleted. Archive it so the historical member record remains intact.
4

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.

Active, synced monthly, annual, and paid-in-full options can be selected in online enrollment. A class pack can be recorded as a manual arrangement; it is not available in online subscription checkout.

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.

Review plan status
Tip: Managers can create, review, publish, and archive plans. Only an owner can connect Stripe and run the remote plan sync.
5

Use a manual membership only when no charge is intended

Open a member’s Enrollment tab and choose Record payment arrangement when the school needs plan allowance without online collection. Review the selected default price, any custom price or discount, the reason, class access, and any expiry before saving.

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.

Watch out: A manual membership is not evidence that money was received. Keep payment and accounting records in the school’s approved source system.
6

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.

Learn membership payments

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

Reviewed July 27, 2026.