How to Create a Membership

A Membership gives a Client ongoing access to your studio for a set amount of time or until they cancel. Memberships work through Perks: each Membership template includes one or more Perks that control what the Client can register for and how often.

Before creating a Membership, it's a good idea to have your Classes, One-on-One Services, and any waivers/contracts already set up so you can include them as you build the Membership.

Where to find it

1. From the Admin Website, click the menu icon in the top left corner.

2. Go to Setup > Payment Options > Memberships.

3. Click the plus sign in the top right corner to open the Create Membership screen.

Step 1: Details

Fill out the basic information about the Membership.

• Title and description.

• For sale on: choose where the Membership can be purchased.

• Waivers and contracts: attach a membership contract here. (Liability waivers are best attached to your Classes directly.)

The This perk can be shared setting no longer lives on the Membership as a whole — sharing is now controlled at the Perk level, so you'll see that option when adding Perks in a later step.

Step 2: Does this include virtual content?

If your Membership grants access to Live Stream or other virtual content, select Yes. This affects how the Membership is displayed inside the iOS app.

Step 3: Pricing

Set the billing frequency and amount, any discounted periods, registration fees, and whether the Membership can be purchased more than once per Client.

• Continual Memberships bill on a recurring schedule until the Client cancels.

• Fixed length Memberships bill a set number of times and then expire automatically.

Step 4: Perk renewal dates (if enabled)

If your studio has Perk Renewal Dates turned on, this section lets you align how Perks renew across the Membership. Each Perk has its own renewal cadence (every X weeks, months, or years) with advanced settings for rollover periods that extend the Perk by a chosen number of days or weeks.

Perk Renewal Dates is a feature that needs to be enabled by fitDEGREE. If you don't see this section, email support@fitdegree.com to request it.

Step 5: Included Perks

Perks define what the Membership actually grants access to. You can include any combination of the following:

• Class Perk — lets the Client attend Classes.

• One-on-One Perk — lets the Client book One-on-One Appointments.

• Guest Class Perk — lets the Client bring a guest to Classes by sending a Guest Pass.

• Guest One-on-One Perk — lets the Client bring a guest to One-on-One Appointments by sending a Guest Pass.

For each Perk, configure:

• Number of uses (or check Unlimited uses).

• Whether This perk can be shared with related Clients.

• Value per use — used for instructor payroll calculations on One-on-One Perks.

• Which Classes, Class Groups, or Services the Perk applies to.

You can include more than one Perk of the same type if needed (for example, a Class Perk for yoga Classes and another Class Perk for spin Classes), and a Membership can include multiple Guest Perks.

Step 6: Create

When you've finished configuring Perks, click Create in the bottom right corner of the side panel.

If you create a Membership without any Perks included, the system will display a warning to confirm this was intentional before letting you save.

Things to know

• Editing the Classes or Services a Perk applies to, or changing conditional tags on the Membership, takes effect immediately for everyone holding the Membership.

• Adding or removing a Perk from a Membership template takes effect immediately for all current Membership holders — not just future purchasers. This is different from packs and intro offers, where add/remove only affects future purchases.

• Memberships can be marked Not for Sale or edited at any time. From the Memberships list, click the three dots next to a Membership and choose Edit.

• Any Membership with a first billing period discounted to $0 will not request a payment method at checkout and won't be set up for autopay.