A membership plan is the product you sell: its price, its billing cycle and the benefits members receive. You can create as many plans as you need for different customers. Benefits apply to services you pick, so set up your services before you build a plan.

Memberships in the sidebar opens Members. Your plans are under Plans.

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

Tip: 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.

The builder has six steps: Details, Benefits, Pets & Households, Length, Cancelling & Pausing, Terms & Conditions and Review & Publish. Nothing is published until the last one.

If Allow self-service purchase is off on Length, Cancelling & Pausing, the last button reads Create & keep hidden, the confirmation asks Create as hidden? with Yes, create hidden, and only your team can enrol members. Save draft on any step, or Save as draft on the last one, keeps the plan unpublished; publish it later with Publish plan, as in Publish a draft plan.

Once published, customers can see and join the plan on your booking page if self-service purchase is on, and your team can enrol members at any time with Enrol New Member.

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

A group of plans asks What do the plans vary by?: What is included, such as Bronze, Silver and Gold, or Number of pets, such as 1 Pet, 2 Pets and 3 Pets. It creates every plan in the group as a draft for you to review.

Tip: Name the plan for what it holds, and keep the name short enough to read on a phone. "Groom Club - Monthly" is clearer than "Plan A" or "Tier 1". Start with one plan and add tiers as demand shows; three or four tiers with clear differences are easier to choose between than more.

Once the Member limit is reached, the plan shows Plan full on your booking page and nobody new can join, from the booking page or from Enrol New Member. Existing members stay. If you set the limit below the number already on the plan, those members stay, and nobody new can join until some leave.

Changing the pay and refresh day later only affects new members. Existing members keep their current billing and refresh day.

Minimum term, then ongoing keeps a member for a set number of payments, then the membership carries on until someone cancels it. Fixed term, then it ends stops billing after the last payment, as in Fixed term.

For pausing and cancelling a member, see Managing Members.

A fixed-term membership bills a set number of times, then ends on its own. It suits a programme with a set length, such as 10 weekly payments for a puppy course or 8 for a rehab block.

What a fixed term does for each member:

A member's term cannot be extended or changed to ongoing. To keep a member going after a fixed term, enrol them again with Enrol New Member once it has finished.

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.

A benefit is what a member gets when they book. The builder's Benefits step and a saved plan's Benefits tab use the same editor; on a new plan, start at step 3.

Included sessions cost the member nothing extra, for example "2 full grooms every 4 weeks" or "Unlimited daycare visits". Member discount (%) takes a percentage off each booking, such as 20% off all nail trims, and Member discount ($) takes a fixed amount off each booking. A discount benefit has its own limit under How often can members use this discount?: Unlimited, or Limited with a number of Discounted uses per Allowance length, for example 1 discounted groom every 4 weeks.

Description adds a line of text to the plan and nothing else, for example "Priority Saturday pickup". Enter the text in the Description field. A description has no discount, no services and no limit, so it never changes the price of a booking. Members see the line with the plan's other benefits on the plan card and when they buy the plan.

Trap: A description does not cover a service. A member on a plan with only descriptions pays full price, and cannot book online a service set to Packages and memberships only under Who can book online. Add an Included sessions or a discount benefit for that service as well.

Allowance length is how long the quantity lasts before it refreshes: Weekly (7 days), Fortnightly (14 days), Every 4 weeks (28 days) or per billing cycle. It is the length, not the weekday. The weekday comes from the plan: each member's start date, the fixed day of week, or the fixed benefit week's day. A fixed benefit week only allows a weekly allowance.

Each benefit has its own Allowance length, separate from the plan's Billing cycle. A plan can bill weekly and carry 1 daycare day that refreshes weekly and 1 wash that refreshes every 4 weeks. Each benefit keeps its own counter and its own refresh date.

When a limited benefit covers two or more services, How are sessions counted? chooses Shared across services, one total limit across the selected services, or Set per service, a separate limit for each.

Specific services lets you pick services one by one, or all the services in a category at once with Quick Add by Category. All services covers every service, including ones you add later.

Trap: Quick Add by Category ticks the services in that category today. A service you add to the category later is not covered until you add it to the benefit.

Trap: An Included sessions benefit left on All services makes every bookable service free on the plan. The editor warns Applies to every service; pick specific services unless that is what you want.

Two benefits can cover the same service only when one includes it and the other discounts it. Two of the same kind on one service stop the builder with Two benefits cover the same service. A benefit that covers an overnight stay service is always an unlimited percentage discount.

For a limited Included sessions benefit, you choose what a booking past the allowance costs:

There is no setting that blocks extra bookings. If you need members to wait for the next period, leave the discount off so extras are full price and ask your team not to book extras under the membership, or set a tighter limit.

Tip: Start with one or two benefits, and include at least one that brings members back regularly. Make the saving obvious, and use a discount on extras rather than full price when you want more visits.

A typical grooming membership, Groom Club, at $89 with a Billing cycle of Monthly (28 days), could carry three benefits:

A plan saved as a draft stays hidden until you publish it, and it cannot be published until its terms are acknowledged.

On a narrow screen, Publish plan sits under Share links & plan details, and in the plan's actions menu beside its name.

Preview plan cards shows the plan the way your booking page and your purchase link show it.

Plan card is the same card as the membership showcase page and the booking purchase dialog. Membership card, under it, is the card a member sees in the Petboost app after they join, shown with a sample name and pets.

A published plan can still be edited. What an edit reaches depends on what you change.

When the plan has active members, Before You Publish counts them and says what the change means for them. Discard Changes drops everything still pending.

Each member's membership is an agreement: they keep the price and cycle they joined on.

Weekly, fortnightly and monthly versions 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 publish the change. Clone only if you want both the old and the new price 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 it on the same plan, or enrol them with Enrol New Member on a different one. See Move a member onto a different price or plan.

After you change the benefits, the price, the policies or When do they pay and refresh?, regenerate the terms so the document a member agrees to matches what you sell. Regenerating reads what is on the plan and rewrites the terms from it.

When you change When do they pay and refresh? on a saved plan, Details shows Regenerate terms after saving. Publish the change first, then regenerate.

Reorder sets the order of plans on your booking page and showcase. Sort & Group only changes your own view of the list.

The same settings menu 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, select its edit button under Your Categories, make the change, then select Save Changes on Edit Category.

To delete a category:

Plans using the category must be reassigned first.

Hide a plan when you want pet owners to stop joining it themselves. Existing members keep billing and benefits, and your team can still enrol people with Enrol New Member.

Make visible to pet owners reverses it. On a narrow screen these buttons sit under Share links & plan details, and the plan's actions menu offers the same as Hide from portal and Show on portal. The Self-Service Purchase switch on Details does the same.

You cannot archive a plan while anyone is still on it (Active, Payment failed, Paused, or a start that is already due). Cancel those memberships first, then use Delete or archive plan on the plan. Archiving hides the plan from the default Plans list. It does not cancel members, because you cannot archive until those memberships have already ended.

To restore an archived plan:

An extra is a small priced bundle, such as "Saturday Group Walk, 1 a week", that your team adds to a member's existing membership. It bills as a second line on that membership's subscription, so the owner still holds one membership. You build it in the same plan builder as a plan.

An extra takes these settings from the membership it is added to, so you cannot set them on the extra:

Only extras on the same billing cycle as a member's membership can be added to it. If you sell memberships on more than one billing cycle, create the extra once for each cycle.

A customer cannot join an extra on its own, and pet owners cannot buy one in the pet owner app. Your showcase does not list extras. To give a member the extra, add it from their profile, as in Add or remove an extra.

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.

If both dogs come in on the same day and you would not charge for the second one, the 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 button that reads Needs 2+ pets, 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-pet 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 Pets)" 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.