Configure membership sale settings in webstore
You can customize the text of the membership icon and the sales label.
Prerequisites:
Catalog tab of the memberships should be enabled and configured.
Appropriate centers should be assigned while creating the memberships.
At the organization level, click the Configuration icon.
Search for and select the Membership setting from the Online booking settings section.
Click Webstore V2 > Membership.
To display a text below the Membership Icon on the main menu, in the Membership Icon Text field enter the text.
To display a text that appears above a list of all the membership plans, in the Memberships Sales Label field enter the text.
To display a label for the Membership Booking Button Label, configure the label.
To display the Thank You page that your guests will see after they buy the Membership plan, in the Membership Thank You Page field insert the HTML code.
To display the terms and conditions text message to your guests when they make the payment for membership purchase, in the Membership Payment T&C field enter the text.
To provide instructions to the guests to fill out mandatory forms, in the Membership form header(Mandatory forms) field enter the header.
To request the guests to fill out optional forms, in the Membership form header (Optional forms) field enter the header.
To display a label for mandatory forms that will appear in the membership listing, in the Membership form label in the membership listing (Mandatory forms) field enter the label.
To allow guests to redeem discount code, enable the Allow Discount Code Redemption setting.
To limit selling one membership per guest on Webstore, enable the Restrict Additional membership purchase setting.
Click Publish.
Enable new workflow for Membership
The New Membership Workflow provides enhanced control and flexibility for managing memberships, including upgrades, downgrades, freezes, cancellations, and transfers.
Note: By default, the new workflow is disabled.
At the organization level, click the Configuration icon.
Navigate to Online Booking > Online booking settings > Webstore > Memberships.
Turn on the Enable membership new workflow toggle.
This enables the redesigned workflow and unlocks advanced membership settings.
You can customize the labels that appear during membership purchase to make them clear and relevant for guests.
Setup fee: Defines a one-time fee charged during signup.
Upcoming membership charges: Describes any future charges applicable to the membership.
Total: Displays the total amount calculated before tax.
Payment details: Lets you add custom text explaining the selected payment method.
Billing frequency: Indicates how often membership payments are charged.
Custom notes for payment: Allows you to include a note such as “Monthly membership fee will be deducted on the 1st of each month in addition to the one-time startup fee.”
Payment details for primary payment: Shows the stored or preferred payment method for the member.
Custom notes for primary payment: Provides additional context about the member’s saved payment method and recurring billing schedule.
You can enable specific membership actions to give guests more control over their plans.
To allow guests to change their membership plan, turn on the Upgrade Membership or Downgrade Membership toggle.
Upgrades and downgrades can start immediately or at the end of the current term.
To allow guests to update their payment method while changing plans, turn on the Allow payment mode update during plan change toggle.
To allow guests to pause their membership, turn on the Freeze Membership toggle.
The organization-level Control Freeze Increments settings apply and may include upfront fee collection.
To allow guests to cancel their membership, turn on the Cancel Membership toggle.
The organization-level Cancellation Settings apply automatically.
To allow guests to transfer their membership to another guest, turn on the Transfer Membership toggle.
The transfer takes effect immediately after confirmation.
Click Publish.