All Collections
Memberships
Getting started with Memberships
Getting started with Memberships

How to create a membership offer

Claire avatar
Written by Claire
Updated over a week ago

Your passes in Punchpass offer a way to collect a one-time payment for classes over a limited time frame and/or a certain number of visits. Click here to learn more about passes.

Memberships in Punchpass allow you to sell access to your programming and on-demand access to your content library with recurring payments.

Memberships are available on selected Punchpass plans. If you want to check this feature out, we'd be glad to set up a trial of an upgraded plan for you at no charge, just reach out to the team.

Punchpass memberships have some great features:

  • Customers can buy online, and we'll coordinate the recurring charges with Stripe.

  • Choose whatever payment periods are right for your business.

  • Offer unlimited attendance or allocate a certain number of visits for each period.

  • Your memberships can be ongoing with no end date OR a limited span of time.

  • Have your own payment provider? No problem - reconciliation is easy.

Create a new membership

To create a new membership:

  1. Make sure Stripe is set up and connected to your Punchpass account to accept online payments.

  2. You'll set up your memberships in the same spot where you define your passes. To get started, visit Manage > Passes, and press the Add New Membership button.

  3. Define your membership offer:

    • Give your membership a name,

    • Clearly explain the terms of your membership in its description,

    • Decide on terms for each membership pass,

  4. Define your online sales settings:

    • Set the membership for sale online. This displays the membership on your Purchase a Pass page.

    • Who can view the membership? Select All Customers to make the membership visible to the public. Select Logged In Customers Only if you prefer a customer is signed into their account.

    • Who can purchase the pass? Select Logged In Customers Only if you prefer a customer is signed into their account to make a purchase.

  5. Set the class eligibility and press Save.

How customers buy a membership

If you're using the Stripe integration with Punchpass, from the Purchase a Pass page for your studio, customers will select the membership from the list of offers.

Note: Not seeing a Purchase a Pass page on your Punchpass account? Please visit the Online Payments section of your account settings and make sure the option to make the Purchase a Pass page visible is turned on.


The membership page displays the Stripe checkout for the membership and the booking agreement if you've included one.

You can also manually assign a membership to a customer and collect payment using another source. Learn more about tracking memberships paid outside of Stripe.


How customers can manage their membership

Each membership in Punchpass has an option to allow customers to self-cancel their membership.

With this setting turned on, this type of membership can view and manage their membership from their customer account by clicking on the My Memberships button.

Memberships that allow customers to cancel on their own appear like this example:


Failed payments

When a customer’s payment fails, you both get an email notification. The customer's email includes a link to update their payment method.

When payments fail, passes are automatically marked as payment failed and the membership is suspended for non-payment.

Customers can update their billing information in their accounts and Stripe will attempt to retry the charge. Successful payments will change the membership status to active and the membership pass as paid.

Additionally, account administrators can email customers links to update their payment information from their accounts by clicking on the membership details page.



Discontinuing a membership offer

After you have used Punchpass for a while, you start to have memberships that you no longer offer. You can archive those offers to remove them from the Purchase a Pass page, while still retaining all the historical reporting data.

For example, let's say we offered a special deal last February. You don't want to mistakenly assign that membership to any more customers!

To archive the membership:

  1. Click on Manage > Passes, then click on the membership name to open the details page.

  2. From the Actions menu, select the option to Archive the membership.


  3. Archived passes and memberships appear on the Archived Passes and Memberships page. From Manage > Passes, click on the Archived Passes & Memberships button.



Reviewing your memberships

The Memberships report allows you to review all of your memberships and their payment status.

From the navigation, click Reports > Memberships Report.

The Memberships report is organized by membership status, clicking each tab allows you to see:

  • Active memberships,

  • Future start memberships,

  • Canceled memberships,

  • Finished memberships,

  • and Paused memberships.


To view the details of a given customer's membership, click the membership name to open the details page.

You can also go to a customer's membership by clicking on the membership from their customer account page.


Additional resources on Memberships

Making changes to your existing membership offers


Managing active customer memberships in bulk

Managing individual memberships

Did this answer your question?