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Membership plans

What are membership plans?

Section titled “What are membership plans?”

Membership plans are subscription products you sell to your customers — like a “VIP monthly” or “Bakery yearly” plan that gives them perks (discount, loyalty multiplier, free delivery above $X).

Different from a coupon: a membership is ongoing, attached to the customer, and renews automatically (or you cancel it).

Membership plans here are the vendor-customer kind (your store → your customers). They are separate from admin-platform subscriptions — for those, see Admin → Membership products.

Open Customers → Membership plans.

Membership plans list

Create a plan

Section titled “Create a plan”
  1. + New plan.
  2. Fill in:
    • Name (e.g. VIP monthly).
    • Code (optional — a short code customers see).
    • Price — the recurring fee.
    • Duration — e.g. 30 days, 1 year.
    • Store scope — leave blank for vendor-wide; pick a store to limit.
  3. Pick the benefits:
    • Order discount % — e.g. 10% off every order for members.
    • Order discount (fixed) — flat amount off.
    • Loyalty multiplier — e.g. 2× points earned.
    • Loyalty bonus — extra points per order.
    • Free delivery above — minimum order subtotal to waive shipping.
    • Early access — preview catalog items.
  4. Save — plan status is Active.

Subscribe a customer

Section titled “Subscribe a customer”

Two ways:

  • Cashier attaches at checkout when selling a new plan to a customer — POS will create the subscription after payment.
  • Owner adds later: open the customer profile → Memberships → Add subscription → pick plan + start date.

The customer’s profile now shows the plan as Active (or Trialing / Past due depending on state).

What the cashier sees at checkout

Section titled “What the cashier sees at checkout”

When a customer with an active membership buys something:

  • The lane automatically applies the plan’s discount (after store discounts, before coupons).
  • Loyalty earn uses the multiplier.
  • Free delivery is waived if the order subtotal crosses the configured threshold.

The order detail and receipt show the membership discount as a separate line, so the cashier and customer can verify it’s applied correctly.

Renewal and expiry

Section titled “Renewal and expiry”
  • Auto-renew is on by default — the plan keeps going until cancelled.
  • Past due appears when payment fails (if you charge via stored method).
  • Ended appears when the customer cancels or the duration passes without renewal.

Open the customer profile → Memberships to see the status and renewal date.

Common questions

Section titled “Common questions”

I created a plan but customers don’t see the discount. Verify:

  • The customer has an Active (or Trialing) subscription on that plan.
  • The plan status is Active.
  • The order qualifies (e.g. min subtotal for free delivery).

Customer wants to cancel. Owner / manager opens customer profile → Memberships → Cancel → choose reason → save. Cancellation stops renewals at the end of the current period (unless you choose immediate).

Can I run a free trial? Add price 0 + duration 30 days and set the customer’s first subscription to Trialing instead of Active. The cashier sees the discount during the trial window.

Bulk-update plan pricing. Edit the plan itself — all existing subscriptions use the new price on next renewal.

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