Home ClubOS Settings Editing a Membership Plan (Pricing, Benefits & Billing)

Editing a Membership Plan (Pricing, Benefits & Billing)

Last updated on Jul 08, 2026

The membership plan detail page is a comprehensive editor for everything about a plan.

How to Access

  1. Go to Settings → Memberships → Plans
  2. Click the plan title in the table

Sections You Can Configure

Plan Status

Plans start as Inactive. Click Take Live to make the plan active and available for new members. Click Disable to deactivate it.

Plan Title, Slug & Description

Edit the plan name, URL slug (for your showroom), and description. Changes save when you click outside the field.

Hero Image

Upload a hero image that appears on your showroom's membership page.

Initiation Fee

Toggle Require Initiation Fee to charge a one-time fee when members sign up. Set the dollar amount when enabled.

Agreement

Toggle Require Agreement to attach a rental/membership agreement. Select the agreement template from the dropdown.

Billing Interval

Choose how often members are billed:

  • Monthly — billed every month on the billing day
  • Quarterly — billed every 3 months (optional discount %)
  • Annual — billed yearly (optional discount %)
  • Lifetime — one-time payment, no recurring billing

Set the billing day of month (1–28) and accepted payment methods.

Credits

Enable Rental Credits and/or Club Credits for the plan:

  • Set the number of credits per billing period
  • Toggle Rollover to carry unused credits to the next period
  • Configure advance booking days, max bookings, max days per booking, and days between bookings

Privacy & Showroom

  • Visible in Showroom — show this plan on your public membership page
  • Show Price in Showroom — display pricing publicly

Membership Network

Enable network access and set the commission rate (minimum 3%) for partner organizations.

Door Access

If you have Unifi doors configured, check which doors this plan grants access to.

Line Items

Add detailed pricing line items (description, amount, quantity) that make up the plan's total. These appear on invoices and the plan summary.

Benefits

Add descriptive benefits that appear on your showroom (e.g., "Unlimited garage access", "2 rental credits per month"). Benefits are sortable — drag to reorder.

Categories

Tag the plan with categories for organization. You can create new categories inline.