Add a Membership to a Member

Use this workflow when a member buys a new package, starts a recurring plan, or needs a class membership added by staff.

1. Create The Membership Type First

Go to Manage Gym → Memberships and create the package before assigning it to a member.

Confirm:

• PT or class credit type
• One-time, recurring, or fixed-weekly billing
• Price and currency
• Credit amount and expiry rules
• Trainer or class restrictions, if needed

2. Open the Member Account

Go to Users, open the member, then select Membership.

3. Click + Membership

Click + Membership in the membership tab.

4. Choose the Membership Type

Search for the membership type. Confirm that the package matches the member's purchase before continuing.

Check:

• Personal training or class credit type
• Recurring billing cadence
• Credit amount
• Price

5. Choose Payment and Start Date

Select Cash, Card, or Free / Complimentary when available.

If the membership should start today, use Use Today. If it starts later, enter the custom start date.

6. Save and Review

Click Add Membership, then confirm the new membership appears in the member account.

After saving, review the membership card for:

• Active status
• Billing date
• Payment method
• Current credit cycle
• View Invoices link

7. Adjust Billing Controls Later

Active recurring memberships can be adjusted from the membership card without rebuilding the membership.

Use Edit beside Payment when this membership should switch to cash, complimentary, or a saved card. Leave Also update pending invoices selected when already-created pending invoices should follow the new payment method too.

Use Edit beside Discount when this member needs a membership-level discount. The same modal can update pending invoices so the discount does not only apply to future cycles.

Some recurring memberships also allow the billing day to change. This is mainly for signup-date or anniversary-style billing. The modal changes future invoice creation dates; already-created invoice records should be reviewed separately if they need their own one-off edit.

For invoice review, see Review Member Invoices.