Create a Membership Plan
Click Add New Membership to create a plan that defines how your membership is priced, billed, and renewed.
Membership Name
Give your membership a clear, recognizable name
Price
Set the amount your client will pay for each billing cycle.
Payment Frequency
Choose how often your client will be charged (e.g., weekly, monthly).
Billing Cycle
Define how long the membership will renew:
Forever – Renews automatically with no end date
Fixed Number of Cycles – Ends automatically after the selected number of billing cycles
Terms and Conditions
Add any terms or conditions. These will be shared with your client in membership-related notifications.
Membership Perks
Memberships can include perks for your clients.
You can assign one or more existing packages as perks to a membership.
Before doing so, make sure the packages are properly set up with the appropriate discounts and services, so members can receive them at no additional cost.
Please see our Package Article for more details.
How it works
When a membership is active:
A new package is created for the client in each cycle.
Package behavior
Packages created from a membership will expire based on the membership settings, not the original package settings.
These packages are automatically treated as fully paid, so no separate payment is required.
Important:
Any changes made to an existing package will affect all memberships that use that package as a perk.
Edit or Disable a Membership Plan
Editing a plan creates a new version
When you publish the updated version:
Existing memberships continue using the previous version
New memberships use the latest version
Sell a Membership to a Client
To sell a membership:
Navigate to the Membership record list using the main menu by going to Clients > Membership record
Select the client and the membership
Review the membership plan details
Adjust if needed:
Price
Number of cycles
Terms and conditions
Payment Processing Options
When selling a membership, choose how invoices will be paid:
Automatic
The invoice is automatically charged to the client’s card on file
Requires:
An active payment processor in Yocale
A saved client card
Manual
An invoice is created each billing cycle
The invoice must be paid manually before the due date.
Trial Periods (Optional)
You can offer a trial period when selling a membership:
Clients get immediate access to membership perks
Payment is not required until the trial period ends
The next billing cycle is calculated based on the trial end date.
Cancelling a Membership
You can cancel an active membership at any time:
Cancel Immediately
Membership ends right away
Any unused value will be converted into credit
The credit will automatically appear as a discount on the client’s next membership line item on the invoice.
Cancel at End of Cycle
Membership remains active until the end of the current cycle
It will not renew afterward
Failed Payments
If an automatic payment fails:
The membership and its perks are cancelled
The membership is marked as a failed payment
Membership Record Details
Overview Tab
Displays the latest payment information
Shows a summary of the most recent perk
Record Details Tab
View and manage the specific membership record
Charge History
Displays all charges across all billing cycles for the membership
Perk Records
Shows the full history of perks created for the membership
Membership Notifications
Clients will be notified when:
A new membership is created.
7 days before membership renewal, with a renewal reminder and payment link.
At the time of renewal, with the membership invoice.
If a membership payment fails:
Both the client and business will be notified 4 days before the membership cancellation date.
If the membership is cancelled:
Both the client and business will be notified.