In this article, you will learn how to show memberships in the Client Portal and what clients can do with them there.
Step 1: Switch On Memberships
- Go to Setup → Client Portal and, on the Essentials tab, find the Memberships card.
- Turn its switch on.
The Memberships card on the Essentials tab
Step 2: What Clients See
- Clients click My Memberships in the portal menu. Your Memberships lists each membership with its plan, price, billing and status; Transactions lists their membership payments.
- Purchase membership takes them to your online store to buy one.
The client’s My Memberships page
What Can Clients Change Themselves?
- Pause membership — billing and benefits pause, either until they resume it or until a date they choose.
- Resume membership — billing and benefits restart straight away.
- Cancel membership — at the end of the current period, or immediately (the rest of the period is not refunded).
Pause and cancel are offered on an active membership; resume and cancel on a paused one. A membership that is already ending or has ended cannot be changed online — your team handles those.
NOTE: Fixed-term plans set to prevent early cancellation cannot be cancelled online before the final payment. Clients see a message asking them to contact your clinic. To set this up, see How to Sell Memberships, Packages, Products and Gift Cards in Your Online Store.
Can a membership have a minimum term and then roll monthly?
Each membership plan uses one Payment plan, set on the plan's payments step:
- Ongoing — "Bill indefinitely until cancelled." Clients can cancel from the Client Portal at any time.
- Fixed — "Stop after a set number of charges." Choose the number in Stop after. Billing ends after the final payment; it does not switch to monthly on its own.
To hold clients to a minimum term on a Fixed plan, turn on Prevent early cancellation: "Clients can't cancel from the client portal before their final payment. They'll be asked to contact the clinic instead." This option is only available on Fixed plans.
There is no single plan that combines a minimum term with rolling monthly billing afterwards. To continue billing once a Fixed plan ends, sign the client up to an Ongoing plan.
NOTE: Changing Prevent early cancellation applies to new sign-ups only — "Current members keep the terms they joined on." For the contractual terms you agree with clients, check your own clinic's membership terms.
What's next?
Clients can buy memberships online — see How to Buy a Membership, Package or Gift Card Online (New Online Store).
Questions? Reach us any time via the in-app chat — we’re happy to help.
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