A membership plan is the product you sell to your customers. It defines the price, billing cycle, and benefits that members receive. You can create as many plans as you need to serve different customer segments.

Before you start: Make sure your services are set up in Petboost first. Benefits reference your existing services and service categories, so those need to exist before you can attach them to a plan.

Before you build anything, decide which of these three shapes fits the plan. Most businesses need only the first.

The quick test: if both dogs come in on the same day, do you charge for the second one? If yes, the surcharge fits. If no, the inclusions need to scale with pets, so build a household tier.

Fill in the basic information:

Tip: Choose a plan name that's easy for customers to understand. "Groom Club - Monthly" is clearer than "Plan A" or "Tier 1". Changing the refresh day later only affects new members - existing members keep their current billing and refresh day.

Pick On their start date unless you plan your week around one shared refresh day.

On the first two models, pay day and refresh day travel together. The third model splits them: each member has a pay day of their own and shares the refresh day with everyone else. The member detail and benefit calendar show both days separately.

Once you've set the plan details, add one or more benefits. Each benefit defines a specific entitlement for members.

Click Add Benefit to configure each one.

Answer one question: a member has two dogs, what should happen? See Choose how your plan handles multiple pets for which shape fits.

Set Minimum commitment and Pausing. See Managing Subscribers.

Select Create draft plan. The plan is saved as a draft and the builder moves on to Terms & Conditions, with terms written for you from the plan. Nothing is published yet. Read the terms, select Edit if you want to change them, tick I have reviewed these terms, then select Next.

If you go back and change the plan after the terms were written, they are rewritten when you return to this step. If you edited them by hand, your edits are kept and the step offers Regenerate.

Check the previews and the summary, then select Create & publish. If Allow self-service purchase is off on Cancellation & Pausing, the button reads Create & keep hidden and only your team can enrol members. Save as draft keeps the plan unpublished; publish it later from its page with Publish plan.

Each benefit has several settings that control what the member receives and how usage is tracked.

Choose the type of benefit:

Define which services the benefit applies to:

Tip: Using service categories is more flexible. If you add a new service to a category later, existing membership benefits automatically cover it without needing to edit the plan.

For "Included Services" benefits, set how many are included per period:

For "Percentage Discount" benefits:

For "Unlimited" benefits:

For capped "Included Services" benefits, choose what happens when a member exceeds their allowance:

There is no separate "Block" mode. If you need members to wait for the next period, leave overage off (full price) and train staff not to book extras under the membership, or set a tighter cap.

Important: Benefit edits on a published plan apply to live members. A newly added capped benefit gets counters issued now. Changing an existing cap takes effect at the next refresh (current remaining stays until then). Price, surcharge, and billing cycle edits do not change what existing members pay. Each member's membership is an agreement: they keep the amount and cycle they joined on. People who join after you save pay the new catalogue price. To put an existing member on the new price, cancel that membership, then Reactivate.

Here's how a typical grooming membership might look:

Plan: Groom Club

Benefit 1: Monthly Groom

Benefit 2: Nail Trim Discount

Benefit 3: Add-On Discount

Once you've configured your plan and added all benefits:

Note: Published plans can still be edited. Benefit edits apply to live members as described above. Price, surcharge, and billing cycle edits apply to people who join after you save. Existing members keep the price on their agreement.

To modify a published plan:

Weekly, fortnightly, and monthly on one card are separate plans. Editing the weekly price does not change the fortnightly or monthly plan.

You do not need Clone this plan just to charge new members more. Edit the price on the same plan and click Publish Changes. Clone only if you want both the old and new prices available to choose from at the same time. Cloning does not move anyone. Each member stays on their current agreement until you cancel that membership and Reactivate (same plan) or use Add member manually (different plan).

To put an existing member on a new price or a different plan, see Move a member onto a different price or plan.

After you change benefits, price, policies, or When do they pay and refresh?, open Terms & Conditions and select Regenerate. Regenerating reads what is on the plan and rewrites the terms body from it, so the document a member agrees to matches what you are selling.

If you change the pay and refresh weekday on a plan that already has members, save first. The plan then shows Regenerate terms after saving.

The order of plans on your booking page and showcase is set from Memberships.

The same Reorder control is on Services and Packages.

Categories group similar plans on the memberships list. You can add one from Plans, or from Plan Category on a plan.

To edit a category, open it under Your Categories, then select Save Changes on Edit Category.

To delete a category:

Plans using it must be reassigned first.

If you want pet owners to stop joining a plan themselves, open the plan and click Hide from pet owners. Existing members keep billing and benefits. Your team can still enrol people with Add member manually.

You cannot archive a plan while anyone is still on it (Active, Past Due, Paused, or a start that is already due). Cancel those memberships first, then use Delete or archive plan.

Archiving hides the plan from the default Plans list (turn on Include archived plans to see it). It does not cancel members, because you cannot archive until those memberships have already ended.

To restore an archived plan:

See Choose how your plan handles multiple pets first if you have not decided which of the three shapes fits.

The additional pet surcharge is billing only. Adding a pet does not add more included uses. All pets on the membership share the same allowance.

The plan builder asks which shape you want on the Pets & Households step, after you have set the benefits. On a plan you have already saved, the same choice is on the Details tab under Pets & Households. Three options:

The surcharge raises the price when a member covers more than one pet. It does not give each pet its own inclusions.

Litmus question: if both dogs come in on the same day, do you charge for the second one? If the answer is no, inclusions need to scale with pets, so build a bigger tier instead of using the surcharge.

An owner can hold only one active membership per business, so create a plan tier sized for the household rather than a second subscription.

Example: base plan $60/week with 1 daycare day, and you would have charged a $45 surcharge for a second dog. Create a two-dog tier at about $105/week with inclusions doubled (2 daycare days/week). To build the whole ladder in one pass, choose A group of plans and set What do the plans vary by? to Number of pets: every plan you add after the one-dog plan copies it with the price and included amounts multiplied by its pet count, and its Minimum pets already set.

Under Pets & Households (the builder step, or the saved plan's Details tab), choose Only for households with 2+ pets and set Minimum pets, at least 2. Only owner accounts with at least that many active pets can join. Owners with fewer pets see the plan with a 2+ pets badge and a disabled button, and staff cannot enrol that account until a pet is added. The check runs when the membership is created; archiving a pet later does not affect a live membership. Keep the pet count in the plan name as well so staff read it at a glance.

To build the two-dog copy in one step, open the one-dog plan and choose Make the 2-dog version, on the plan's page or under Pets & Households on its Details tab. It is offered on plans without Minimum pets set. It opens the plan builder prefilled as a "(2 Dogs)" copy with Minimum pets 2, one price covering every pet, the included quantities doubled and the price prefilled at the base plus the surcharge, or double the base when the plan has no surcharge. Discount the price to what you want to charge, save it as a draft, then publish.