Membership plans

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.

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

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

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

• 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

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.

Related

• Membership subscriptions — managing individual subscriptions.
• Customers — customer profile and credits.
• POS / Checkout — what the cashier sees.