Assigning & Managing Member Memberships

Assigning & Managing Member Memberships

Once membership plans exist, you can assign them to individual members.

Assigning a Membership

1. Navigate to the member's profile in People.
2. Click Add Membership on the Memberships tab.
3. Select a membership plan from the dropdown.
4. Choose a payment option (if the plan has multiple).
5. Set the start date.
6. Optionally override the default pricing for this specific member.
7. Click Assign.

Membership Lifecycle

Each assigned membership goes through the following statuses:

• Pending — Awaiting activation (e.g. contract signing or first payment confirmation).
• Trial — Member is on a trial period. Auto-set when the underlying plan is a trial plan.
• Active — Member has full access according to the plan rules.
• On Hold — Membership is temporarily frozen (see Holds below).
• Cancelled — Membership ended by the member or admin. Access typically continues until the current billing period ends.
• Expired — Past the end date with no renewal. For class packs, this means credits have been fully used.
• Suspended — Payment has failed. Member is blocked from booking classes until payment is resolved.

Membership Holds (Freezes)

Managers can freeze a membership for a set duration:

1. Go to the member's Memberships tab.
2. Click Hold on the active membership.
3. Set the hold start and end dates.
4. The membership status changes to "On Hold" — credits stop accumulating and billing pauses.
5. When the hold ends, the membership automatically resumes as "Active."

Note: Holds must be enabled in your gym settings (Settings → General → Enable Holds).

Upgrades & Downgrades

To change a member's plan, cancel their current membership and assign a new one. The system handles pro-rating automatically based on remaining time in the current billing cycle.