Memberships & loyalty
Memberships
Sell recurring membership plans with automatic billing, member benefits, signed agreements, and a self-service portal.
How memberships work
A membership is a product your customers subscribe to — a gym plan, a club membership, a coffee subscription. Billing runs automatically through your own Stripe account, so payments land directly in your Stripe balance and pay out to your bank on Stripe's normal schedule. Anywhere POS never holds your money.
Before you start, make sure Stripe is connected under Settings → Integrations → Stripe, and that the Membership product type is enabled under Settings → Organisation.
Creating a plan
- Go to Products and create a new product with the Membership type. The product itself holds the name, description, image and category; everything billable lives on its tiers.
- Under Options, set up each tier (e.g. Standard / Premium). Every tier has its own price and its own Billing section:
- The billing interval: Weekly or Monthly, and how many intervals between charges (e.g. every 1 month, or every 2 weeks).
- A minimum term if you want one — for example, a 12-month minimum on a monthly tier. Members who cancel early stay billed until the minimum term ends, matching what they agreed to.
- The payment methods members can use: Card or Bank debit (BECS).
- Save. Each tier syncs to Stripe automatically, and the product gets a signup link you can share or sell from your app.
Member benefits
Benefits are discounts that come bundled with a tier — say, 10% off all drinks, or two free classes a month. Each tier has its own benefits, so a Premium tier can include more than Standard.
- First create the discount itself under Discounts (see Discounts and promos).
- Attach it to the tier as a benefit (in the tier's Billing section), with an optional usage cap per period — per week, per month, or per billing period.
When a member joins, they receive their own personal benefit codes. These work everywhere a promo code does — counter POS, kiosk, and online ordering — and the per-period caps are enforced automatically.
Agreements and signatures
If your memberships need signed terms (waivers, club rules, direct-debit agreements):
- Create an agreement template under Settings → Documents.
- Tick it under Required documents in the tier's Billing section — each tier picks its own documents, so a Premium tier can require terms a casual tier doesn't.
Customers must accept the agreement when they sign up. Each acceptance stores a snapshot of the exact wording and version they agreed to, so later edits to the template never change what an existing member signed.
The member self-service portal
Every member gets a private manage link where they can:
- Update their payment method when a card expires.
- Change tier, if you offer more than one plan level.
- Cancel their membership. Cancellation respects the minimum term — if it hasn't been reached, the membership runs (and bills) until the term ends, then stops.
- See their benefits and payment history.
From the Members page in admin you can copy that link or email it to the member again at any time.
Managing members in admin
Open Members in the main menu for your location to see every membership: search by email, phone, or plan, and filter by status — Active, Payment failed, Paused, Cancelled, Expired, or Payment processing. From each row you can copy or resend the manage link, or cancel on the member's behalf (immediately, or at the end of the current period).
Statuses follow Stripe, so a failed or retried payment can take a moment to reflect. Failed payments show as Payment failed — Stripe retries automatically, and the member can fix their card from their manage link.