--- title: Memberships description: This article explains how you can create and manage memberships on Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/memberships-guide#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Memberships](https://support.pabau.com/en/pabau2/memberships?hsLang=en) 3. [Getting started](https://support.pabau.com/en/pabau2/memberships?hsLang=en#getting-started) # Memberships ## This article explains how you can create and manage memberships on Pabau. **Table of Contents:**  [1. How to Create Memberships](https://support.pabau.com/en/pabau2/memberships-guide#create_memberships) [2. How to Enable Memberships Online](https://support.pabau.com/en/pabau2/memberships-guide#enable_memberships_online) [3. How to Sell Memberships from the Point of Sale](https://support.pabau.com/en/pabau2/memberships-guide#sell_memberships_from_POS) [4. How to Manage Memberships](https://support.pabau.com/en/pabau2/memberships-guide#how_to_manage_memberships) [5. Overview of the Membership Dashboard](https://support.pabau.com/en/pabau2/memberships-guide#membership_dashboard) [6. How to Use a Membership to Pay for an Appointment](https://support.pabau.com/en/pabau2/memberships-guide#pay_for_an_appointment) [7. How to Edit a Membership](https://support.pabau.com/en/pabau2/memberships-guide#edit_a_membership) [8. How to Delete a Membership](https://support.pabau.com/en/pabau2/memberships-guide#delete_a_membership) [9. How to Pause a Membership](https://support.pabau.com/en/pabau2/memberships-guide#pause_a_membership) [10. How to Resume a Membership](https://support.pabau.com/en/pabau2/memberships-guide#resume_membership) [11. How to Cancel a Membership](https://support.pabau.com/en/pabau2/memberships-guide#cancel_membership) [12. How to View Event Logs for Memberships](https://support.pabau.com/en/pabau2/memberships-guide#event_logs) [13. How to Sell Memberships Online](https://support.pabau.com/en/pabau2/memberships-guide#sell_memberships_online) [14. How to View and Manage Memberships in the Client Portal](https://support.pabau.com/en/pabau2/memberships-guide#manage_memberships_in_client_portal) --- ### How to Create Memberships The memberships feature unlocks a subscription-based model of taking payments from clients on a weekly, monthly, or yearly basis, and delivering service to them in a controlled and transparent manner. **NOTE:** The membership feature will be usable only when the [Stripe integration is active](https://support.pabau.com/en/pabau2/how-to-integrate-with-stripe?hsLang=en). #### **Step 1: Navigate to Setup** Start by [logging in to your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the [Setup](http://app.pabau.com/setup) page and find [Memberships](https://app.pabau.com/setup/memberships) under the **Catalogue** section. ![Setup page with Memberships under Catalogue](https://support.pabau.com/hubfs/kb/setup-catalogue-memberships.png) #### **Step 2: Create a Membership** Once you're on the [Memberships](http://app.pabau.com/memberships) page, you will be able to see all of the Memberships you have created in the clinic. Navigate to the top right corner and click the "**Create Membership**" button to get started.  ![Memberships page with the Create Membership button](https://support.pabau.com/hubfs/kb/setup-memberships-list.png) #### **Step 3: Insert Details** In the first step, you need to add the basic details of the membership plan, such as the membership name and description, and set the membership perks. ![Create Membership builder on the Basics step](https://support.pabau.com/hubfs/kb/builder-basics.png) #### **Step 4: Add Perks** The membership perks can be in the form of services or discounts: **Service**: Choose services from your account and specify how many times each service is included in the membership. Every time the membership is active, the client can access the list of selected services free of charge. This means that if any of these services require a deposit, they can be booked free of charge. To add additional services, click on the "**Service**" button again. ![Membership Perks with service perks added](https://support.pabau.com/hubfs/kb/perks-service.png) Clients receive the service/s free of charge as long as the membership is active. If an appointment is booked and occurs during the membership period, it's free. If booked before the membership expires but happens after it ends, the service must be paid for. **Discount**: Set automatic discounts for members at checkout. Choose from the discounts you have [created in the system](https://support.pabau.com/en/pabau2/en/pabau2/how-to-manage-discounts?hsLang=en). Every time the membership is active, the client will have a discount rate auto-applied in the Point of Sale or online bookings. The rules of the discount will apply, i.e. which services or products the discount can be used with.   ![Membership Perks with a discount perk added](https://support.pabau.com/hubfs/kb/perks-discount.png) **Credits:** Add a credits amount to the membership. Members will receive the specified credits automatically while the membership is active, which they can use toward services or products at checkout. **![Membership Perks with a credits perk added](https://support.pabau.com/hubfs/kb/perks-credits.png)** **Other:** A third type of membership perk is "Other". In this field, you can free-type any other external or additional benefits you want to offer to your clients.  ![Membership Perks with an Other perk added](https://support.pabau.com/hubfs/kb/perks-other.png) Rearrange the perks on your digital membership card by clicking the three-line icon next to each perk and dragging it to your preferred position. **NOTE:** The perks are cumulative, meaning a membership can include multiple benefits, such as service A free of charge, service B free of charge, plus discounts on additional services. The client cannot have more services free of charge than the number of allowed services. Discounts are not restricted and can be applied for as long as the membership is active. The allowed service limits will renew every time a payment is taken for the membership. #### **Step 5: Set Up Pricing and Duration** Once you've set up the membership details and perks, click on "Next step" in the bottom right corner. First, enter the price of the membership plan in the "Amount" field.  Next, you can choose how you would like to charge your clients. Memberships can be offered with the following payment schedules: - Weekly - Monthly - Yearly In the **Tax** field, choose the tax rate that should apply to this membership. For more details on creating and managing taxes, please refer to [this article](https://support.pabau.com/en/pabau2/how-to-create-and-manage-taxes?hsLang=en). ![Payments step with Pricing and Duration](https://support.pabau.com/hubfs/kb/builder-payments.png) If your account has multiple locations, you can also set a different price per location under the **Location** section. Each location will be listed with its own price field, allowing you to customize the membership cost depending on where the client is being seen. ![Payments step with location pricing and when to collect payment](https://support.pabau.com/hubfs/kb/builder-location.png) You can also choose from two options for the first payment of a membership: - Charge immediately and start the membership right away. - Charge on a specific day of the month or year and start the membership from that date. #### **Step 6: Customize Appearance** Once you have set up the payment schedules, the next step is customizing the appearance. In the builder on the left side of the page, you can make the membership available for online purchase and choose whether to display the discount amount on the digital membership card. You can select the background theme of the membership card and choose the button color. The membership will be marked as active by default. If needed, you can adjust the status by toggling the switch in the top-right corner. To finalize the membership setup, click "Save" in the top-right corner of the screen. **NOTE**: After your first client subscribes to a membership, you won’t be able to edit the **Basics** or **Pricing** tabs. This prevents changes that would affect every member already on that plan. ![Appearance step of the membership builder](https://support.pabau.com/hubfs/kb/builder-appearance.png) By following these steps, you can create memberships in your Pabau account.  --- ### How to Enable Memberships Online #### Step 1: Navigate to Setup Click **Setup** in the sidebar and choose **Online presence**. Click **Client Portal**. ![Setup page with Client Portal under Online presence](https://support.pabau.com/hubfs/kb/setup-online-presence-cp.png) #### Step 2: Open the Essentials Tab Open the **Essentials** tab, where each feature has its own card. ![Client Portal settings on the Essentials tab](https://support.pabau.com/hubfs/kb/cp-essentials.png) #### Step 3: Enable Memberships Find the **Memberships** card, under **My Account**. ![Memberships card on the Essentials tab](https://support.pabau.com/hubfs/kb/cp-memberships-card.png) Use the switch on the card to turn it on — the card shows **Enabled**. ![Memberships card switched on and showing Enabled](https://support.pabau.com/hubfs/kb/cp-memberships-enabled.png) This activates the feature and allows clients to manage their memberships directly from their portal. ![Essentials tab with Memberships enabled and the portal preview](https://support.pabau.com/hubfs/kb/cp-preview-memberships.png) #### Step 4: Enable Online Membership Purchases Clients buy memberships on the **Memberships** tab of your booking page’s online store. A plan appears there when it is active and set to be bought online — see [How to Sell Memberships, Packages, Products and Gift Cards in Your Online Store](https://support.pabau.com/en/pabau2/how-to-sell-memberships-packages-products-and-gift-cards-in-your-online-store?hsLang=en). To keep the tab off your booking site without changing your plans, switch **Memberships** off under **Storefront** in the **Header** section of Pabau Studio. ![Storefront settings in the Pabau Studio header with Memberships switched on](https://support.pabau.com/hubfs/kb/studio-header-storefront.png) #### Step 5: Check Your Settings Memberships are paid by card when the client subscribes, so make sure your Stripe account is connected. ![How to Enable Memberships Online 7](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/How%20to%20Enable%20Memberships%20Online%207.png?width=444&height=167&name=How%20to%20Enable%20Memberships%20Online%207.png) Make sure **Enable online bookings** is on, in the **Settings** menu of Pabau Studio. If it is off, the store closes along with your booking page. **NOTE**: For every Client Portal setting, see [How to Set Up the New Client Portal](https://support.pabau.com/en/pabau2/how-to-set-up-the-new-client-portal?hsLang=en). By following these steps, you’ll successfully enable memberships in the Client Portal, making it easy for clients to view and purchase plans online. --- ### How to Sell Memberships from the Point of Sale In this article, we'll cover how you can sell memberships to your clients through the Point of Sale. #### **Step 1: Navigate to the Point of Sale** To access the Point of Sale, click the "**Create**" button at the top right corner of the screen and then "**Sale**". ![How to create memberships from Point of Sale 1](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/How%20to%20create%20memberships%20from%20Point%20of%20Sale%201.png?width=537&height=219&name=How%20to%20create%20memberships%20from%20Point%20of%20Sale%201.png) #### **Step 2: Select Membership** Proceed as you would when [performing a sale](https://support.pabau.com/en/pabau2/how-to-perform-a-sale?hsLang=en). Memberships will be displayed on the left-hand side. They will have their own section on the side menu from where you can choose which membership to sell. Clicking on Memberships will show all the memberships you have created in Pabau. ![Point of Sale showing the Memberships section](https://support.pabau.com/hubfs/kb/pos-memberships.png) **NOTE:** You're not able to add anything else to the cart once you've selected a membership.  #### **Step 3: Select Payment Method** At the payment stage, when purchasing a membership, the only available payment option is "**Setup Subscription**". This can only be done with a credit card and no other payment method. ![Subscription setup window in the Point of Sale](https://support.pabau.com/hubfs/kb/pos-subscription-setup.png) After clicking "**Setup Subscription**", a pop-up will appear for entering recurring payment details. The membership amount will be displayed by default (but can be adjusted), along with the subscription start date. Lastly, input the client's card details to complete the setup. ![Subscription setup window with Use a different card selected](https://support.pabau.com/hubfs/kb/pos-subscription-card.png) Once the subscription is set up and the payment is successful, the following will occur: - An invoice and payment under the item category **"Membership"** will be created. - The employee listed on the invoice will be the one who sold the membership. - The item name will match the name of the membership. - The unit price will reflect the membership’s cost. - Quantity will always be set to 1. - No discount will be applied. - Tax will follow the settings defined when the membership was created. - The total price will include the membership cost after tax. The invoice date and the associated payment will correspond to the date the membership is activated, which may differ from the actual sale date. An invoice and payment will be generated each time the membership is due, whether weekly or monthly. Future invoices will be tied to the same location where the membership was originally sold. By following these steps, you will be able to sell memberships successfully. #### **Why are a membership's renewals showing £0 invoices?** The membership was set up with **Free of charge** selected as the payment method. That option makes the membership complimentary for its whole life: no card is saved, and every renewal creates an invoice for £0, whatever the plan's price. **Free of charge** appears next to the card options for every membership, not just free plans, so it can be picked by mistake. When it is selected, the set-up window shows *"No payment will be taken — complimentary membership."* and the button reads **Add free membership**. #### **How do I fix a membership sold as Free of charge?** You can't switch an existing membership from **Free of charge** to a card. Cancel it and sell it again: 1. Open the client card, go to **Memberships**, select the membership and choose **Cancel membership** (see **How to Cancel a Membership** below). Choose when it should end: immediately, at the end of the current billing period, or on a custom date. 2. Sell the membership again from the Point of Sale, as described above. In the set-up window, choose the client's saved card or **Use a different card**, not **Free of charge**. **NOTE:** The £0 invoices already created stay as they are. Nothing is charged for those past periods. --- ### How to Manage Memberships In this article, we'll cover how you can manage the memberships sold to clients through their client cards. #### **Step 1: Navigate to the Client Card** Search for the client name in the search bar to access the client card. Switch to the "**Memberships**" tab to view all active and expired memberships. ![Memberships tab on the client card](https://support.pabau.com/hubfs/kb/cc-memberships-tab.png) #### **Step 2: Review Membership** From **Plan details**, next to the membership card, you can pause and cancel memberships. A client can have only 1 active membership at a time. The unique **Membership ID** for each membership is displayed at the top, making it easy to track and reference specific memberships. Each membership will have one of the following membership statuses: - **Green**: The membership is active, and payments are being processed automatically. - **Blue**: The membership is manually paused, or the current date hasn't reached the activation date. - **Red**: The membership has been canceled or has expired after reaching the maximum allowed time. It won’t renew, and clients can no longer use it. It will be moved to the "Canceled" tab. - **Grey**: The membership has been canceled as of a specific date or is set to expire on a specific date. The client can continue to use the membership’s perks until the cancellation takes effect. ![Membership card and Plan details on the client card](https://support.pabau.com/hubfs/kb/cc-plan-actions.png) #### **Step 3: Membership Actions** From **Plan details**, next to the membership card, you can perform the following actions: ![Plan details actions on the client card](https://support.pabau.com/hubfs/kb/cc-plan-actions-1.png) - **Change plan:** Switch the client to a different membership plan. Select the new membership you want to move the client to, and the system will update their plan accordingly. - **View Usage**: Review how the membership has been utilized. Hover over the green circle with a checkmark to see when a service included in the membership was used. If the membership is canceled, the circles will turn red for the duration the membership was meant to be active. Use the date and month picker to navigate to specific days or months to view activity during that timeframe. - **Event Log**: Opens a side menu displaying detailed information, organized into the following sections: **Customer**: Displays the name and email of the customer the membership belongs to. **Invoices**: Lists all invoices processed for the membership. **Events**: Includes all activities related to the membership, such as draft invoices, successful or unsuccessful payment attempts, and more. - **Add Perk:** Add an extra perk to the client's existing membership. You can choose from a service, discount, credits, or other benefit, allowing you to customize the membership for individual clients without changing the original plan. - **Pause**: Pauses the membership. You can choose between two options: - **Indefinite**: The membership remains paused until manually re-enabled. - **Until a custom date**: The membership is paused until the specified date. Once a membership is paused: The "Membership" payment method will not appear in the Point of Sale, and payments using the membership will be unavailable. Discount perks included in the paused membership will not be automatically applied at the Point of Sale. During this time, the client will not be charged for the membership. - **Cancel**: Cancels the membership. When selecting "Cancel," choose one of the following options in the pop-up: - **Immediately**: The membership is canceled immediately and moved to the Expired tab in the client card. The client will no longer be able to use membership benefits. - **End of the current billing period**: The membership is canceled the day before the next billing cycle begins. From that date onward, the client will no longer have access to membership benefits. By following these steps, you can easily keep track of active and expired memberships, pause or cancel them, and ensure clients get the most out of their plans.  --- ### Overview of the Membership Dashboard Memberships in Pabau make it easy to offer flexible plans to your clients, helping you build loyalty and recurring revenue. To open the **Membership dashboard**, click **More** in the left sidebar, then select **Memberships**.  ![Screenshot - 2026-10-28T122503.721](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/Screenshot%20-%202026-10-28T122503.721.png?width=670&height=298&name=Screenshot%20-%202026-10-28T122503.721.png) #### **Membership Dashboard** The Membership Dashboard gives you a complete overview of your membership performance and subscriber activity.  ![Overview of the Membership Dashboard 2](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/Overview%20of%20the%20Membership%20Dashboard%202.png?width=615&height=285&name=Overview%20of%20the%20Membership%20Dashboard%202.png) At the top of the dashboard, you'll find four key metrics: - **Monthly Recurring Revenue (MRR):** The total revenue generated from active memberships each month, including a comparison to the previous month so you can track growth over time. - **Active Subscribers:** The total number of clients currently subscribed to a membership plan, along with how many are new or churned this month. - **Subscriber Churn Rate:** The percentage of clients who have canceled their memberships over a specific period, shown alongside the industry average for comparison. - **ARPU (Average Revenue Per User):** The average monthly revenue generated per subscriber. ![Overview of the Membership Dashboard 3](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/Overview%20of%20the%20Membership%20Dashboard%203.png?width=641&height=123&name=Overview%20of%20the%20Membership%20Dashboard%203.png) Below the metrics, the **Subscriber Growth Over Time** chart displays how your total subscriber count has changed over the last 12 months, giving you a clear visual of your membership growth trends. You can toggle between viewing total subscribers and MRR using the buttons above the chart. ![Overview of the Membership Dashboard 4](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/Overview%20of%20the%20Membership%20Dashboard%204.png?width=564&height=303&name=Overview%20of%20the%20Membership%20Dashboard%204.png) On the right side of the dashboard, the **Plan Performance** section lists all your active membership plans along with the number of subscribers and MRR each plan is generating. You can click ''Show more'' to see the full list, ''Add new plan'' to create a new membership directly from the dashboard, or ''View all plans'' to go to the full Memberships management page. ![Overview of the Membership Dashboard 5](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/Overview%20of%20the%20Membership%20Dashboard%205.png?width=281&height=447&name=Overview%20of%20the%20Membership%20Dashboard%205.png) **Members** Below the dashboard overview, the **Members** table gives you a detailed breakdown of all clients who have subscribed to a membership plan. You can search by name or email, and filter by **Status** or **Plan** to narrow down the list. The table includes the following columns for each member: **Member:** The client's full name and email address. **Plan:** The membership plan the client is subscribed to. **Status:** The current status of their membership — Active, Paused, or Canceled. **Payment Method:** The payment method linked to their membership for automatic billing. **Total Spend:** The total amount the client has spent. **Payments:** A visual record of all payments made by the client. **Last Payment:** The date and time of the most recent payment. **Joined:** The date the client first subscribed to the membership. ![Overview of the Membership Dashboard 6](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/Overview%20of%20the%20Membership%20Dashboard%206.png?width=656&height=274&name=Overview%20of%20the%20Membership%20Dashboard%206.png) You can also export the full members list using the ''Export'' button in the top right corner of the table. Now that you know how to set up and manage memberships in Pabau, you can start building stronger client relationships and generating reliable recurring revenue for your clinic. --- ### How to Use a Membership to Pay for an Appointment In this article, we'll explain how to use a client's membership to pay for appointments in the Point of Sale. #### **Step 1: Navigate to the Point of Sale** To access the Point of Sale, click the Create button at the top right corner of the screen and then "Sale."   ![How to Use a Membership to Pay for an Appointment 1](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/How%20to%20Use%20a%20Membership%20to%20Pay%20for%20an%20Appointment%201.png?width=537&height=264&name=How%20to%20Use%20a%20Membership%20to%20Pay%20for%20an%20Appointment%201.png) #### **Step 2: Select Payment Option** Proceed as you would when [performing a sale](https://support.pabau.com/en/pabau2/how-to-perform-a-sale?hsLang=en). When you reach the payment stage, the membership option will appear in the prepaid section if the selected client has an active membership. ![Membership option in the Prepaid section of the Point of Sale](https://support.pabau.com/hubfs/kb/pos-prepaid-membership.png) If the client’s membership reward is a free **service**, the membership payment option will only be clickable when a service perk is available. Once selected, it will show the membership icon next to the service and remove the price. ![Service marked Covered by membership in the cart](https://support.pabau.com/hubfs/kb/pos-covered-by-membership.png) If the membership is **paused** or **not yet activated**, it will still be visible but marked with a "Paused" status. If the membership includes **credits,** the available credits balance will be displayed on the Membership button in the prepaid section. Click on it to open the payment popup, select the credits to apply, and click ''Pay'' to complete the transaction. ![How to Use a Membership to Pay for an Appointment 5](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/How%20to%20Use%20a%20Membership%20to%20Pay%20for%20an%20Appointment%205.png?width=291&height=357&name=How%20to%20Use%20a%20Membership%20to%20Pay%20for%20an%20Appointment%205.png) For **discounts**, there’s no need to select "Membership" at the Point of Sale — the discount is automatically applied to eligible products and services in the cart. **NOTE:**  If a membership includes both a free service and a discounted service, the free service perk will take priority, as you can't discount a service that’s free of charge. If a service booked while the membership was active is being attended when the membership is paused or expired, such a service will need to be paid for. By following these steps, you can seamlessly use memberships as a payment method at the Point of Sale. --- ### How to Edit a Membership In this article, we'll guide you through the steps to edit the settings of an existing membership. #### **Step 1: Navigate to Memberships** [Start by logging into your Pabau account](https://app.pabau.com/). Once logged in, navigate to the left sidebar menu, click on [Setup](https://app.pabau.com/setup), and select [Memberships](https://app.pabau.com/setup/memberships) under the ''**Catalogue**'' section. ![Setup page with Memberships under Catalogue](https://support.pabau.com/hubfs/kb/setup-catalogue-memberships.png) #### **Step 2: Access the Memberships Page** On the Memberships page, you’ll find all your existing memberships. Locate the membership you want to edit, click the three-dot icon next to it, and select "Edit."  ![Membership menu with Edit selected](https://support.pabau.com/hubfs/kb/setup-menu-edit.png) #### **Step 3: Make the Necessary Changes** Update the membership settings by following the same steps you used when originally creating the membership. Adjust the perks, pricing, or any other options as needed. **NOTE**: After your first client subscribes to a membership, you won’t be able to edit the **Basics** or **Pricing** tabs. This prevents changes that would affect every member already on that plan. #### **Step 4: Save Your Changes** Once you've made your edits, click "Save" in the top right corner to apply the changes. **NOTE**: Any changes made will only apply to memberships sold moving forward and will not affect memberships sold before the update. By following these steps, you can easily modify your membership settings to keep them up-to-date. --- ### How to Delete a Membership In this article, we'll guide you through the steps to delete a membership. #### **Step 1: Navigate to Memberships** [Start by logging into your Pabau account](https://app.pabau.com/). Once logged in, navigate to the left sidebar menu, click on [Setup](https://app.pabau.com/setup), and select ["Memberships"](https://app.pabau.com/setup/memberships) under the '**'Catalogue**'' section. ![Setup page with Memberships under Catalogue](https://support.pabau.com/hubfs/kb/setup-catalogue-memberships.png) #### **Step 2: Access the Memberships Page** On the Memberships page, you’ll find all your existing memberships. Locate the membership you want to edit, click the three-dot icon next to it, and select "Delete."  ![Membership menu with Delete selected](https://support.pabau.com/hubfs/kb/setup-menu-delete.png) #### **Step 3: Cancel Active Memberships** If the membership you’re trying to delete is currently active in any client cards, you’ll be prompted to first cancel those active memberships. Follow the prompts to complete the cancellation before proceeding with the deletion. #### **Step 4: Confirm Deletion** Once all active memberships have been canceled, you can confirm the deletion of the membership. **NOTE:** Deleted memberships will not be seen on the Memberships listing page, but they can still be viewed in the client cards of the clients who had them. You will be able to create a new membership with the same name and the same properties as a membership that is being deleted. By following these steps, you can effectively delete memberships that are no longer needed. --- ### How to Pause a Membership In this guide, we'll cover how you can pause an active membership for a client. #### **Step 1: Open Client Card** Start by [logging into your Pabau account](https://app.pabau.com/) and opening the client card of the client you wish to pause a membership for. ![How to pause a membership 1](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/How%20to%20pause%20a%20membership%201.png?width=537&height=395&name=How%20to%20pause%20a%20membership%201.png) #### **Step 2: Navigate to Memberships** In the client card, click on the ''**Memberships**'' tab. ![Memberships tab on the client card](https://support.pabau.com/hubfs/kb/cc-memberships-tab.png) #### **Step 3: Select the Membership and Choose Pause** In **Plan details**, click **Pause membership**. You can choose between two options: - **Indefinite**: The membership remains paused until manually re-enabled. - **Until a custom date**: The membership is paused until the specified date. ![Pause membership in Plan details](https://support.pabau.com/hubfs/kb/cc-pause-action.png) #### **Step 4: Confirm the Pause** Click **Save** to confirm the pause. ![Pause membership window](https://support.pabau.com/hubfs/kb/cc-pause-dialog.png) Once a membership is paused: - The "Membership" payment method will not appear in the Point of Sale, and payments using the membership will be unavailable. - Discount perks included in the paused membership will not be automatically applied at the Point of Sale. - During this time, the client will not be charged for the membership. By following these steps, you can pause memberships. --- ### How to Resume a Membership In this guide, we'll cover the steps to resume a membership that was previously paused. #### **Step 1: Open Client Card** Start by [logging into your Pabau account](https://app.pabau.com/) and navigate to the client card of the client whose membership you want to resume. ![How to pause a membership 1](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/How%20to%20pause%20a%20membership%201.png?width=516&height=380&name=How%20to%20pause%20a%20membership%201.png) #### **Step 2: Go to the Memberships Tab** In the client card, click on the Memberships tab to view the list of memberships associated with the client. ![Memberships tab on the client card](https://support.pabau.com/hubfs/kb/cc-memberships-tab.png) #### **Step 3: Select and Resume Membership** In **Plan details**, click **Resume membership**. ![Resume membership in Plan details](https://support.pabau.com/hubfs/kb/cc-resume-action.png) You will have two options for resuming the membership: - **Today**: This option will resume the membership and payment from the current day. - **From a Custom Date**: This option will resume the membership from a specific date that you choose. If you select Today, the system will display the client’s saved payment (card) information, along with an "Edit" icon, allowing you to update the client’s card details if needed. #### **Step 4: Confirm the Resume** Once you’ve selected and saved your preferred option, the membership will be resumed, and its status will return to "Active." This means the client will once again have access to the benefits of the membership. By following these steps, you can easily resume a membership that was previously paused. --- ### How to Cancel a Membership In this guide, we'll cover the steps to cancel a membership for a client. #### **Step 1: Open Client Card** Start by logging into your Pabau account and navigating to the client card of the client whose membership you wish to cancel. ![How to pause a membership 1](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/How%20to%20pause%20a%20membership%201.png?width=539&height=397&name=How%20to%20pause%20a%20membership%201.png) #### **Step 2: Go to the Memberships Tab** In the client card, click on the "Memberships" tab to view the list of memberships associated with the client. ![Memberships tab on the client card](https://support.pabau.com/hubfs/kb/cc-memberships-tab.png) #### **Step 3: Select and Cancel Membership** In **Plan details**, click **Cancel membership**. ![Cancel membership in Plan details](https://support.pabau.com/hubfs/kb/cc-cancel-action.png) You will be presented with three cancellation options: - **Immediately**: The membership is canceled immediately and moved to the Expired tab in the client card. The client will no longer have access to membership benefits. - **End of the Current Billing Period**: The membership is canceled at the end of the current billing cycle, and the client will continue to have access to the membership benefits until the next billing period starts. - **On a custom date**: The membership is canceled on the date you choose. #### **Step 4: Confirm Cancellation** After selecting your preferred option, click **Save** to confirm the cancellation. The membership will be canceled based on the selected option, and the client will no longer have access to the benefits as per your chosen cancellation date. By following these steps, you can easily cancel a client's membership. --- ### How to View Event Logs for Memberships In this guide, we'll walk you through the steps to view the event logs for a membership. #### **Step 1: Open Client Card** Start by logging into your Pabau account and navigating to the client card of the client whose membership event logs you wish to view. ![How to pause a membership 1](https://support.pabau.com/hs-fs/hubfs/Memberships%20category/How%20to%20pause%20a%20membership%201.png?width=558&height=411&name=How%20to%20pause%20a%20membership%201.png) #### **Step 2: Go to Memberships Tab** In the client card, click on the **Memberships** tab to view the list of memberships associated with the client. ![Memberships tab on the client card](https://support.pabau.com/hubfs/kb/cc-memberships-tab.png) #### **Step 3: Select Event Log** In **Plan details**, click **Event log**. This will open a side menu displaying detailed information about the membership. ![Event log in Plan details](https://support.pabau.com/hubfs/kb/cc-eventlog-action.png) #### **Step 4: View Customer Details** The **Customer** section will show the name and email of the client whose membership is being viewed. #### **Step 5: View Invoices** The **Invoices** section displays all invoices processed for this membership, organized chronologically (most recent first). This section includes the following columns: - **Invoice Number**: Clickable; clicking opens the **Edit Invoice** modal. - **Amount**: The price paid for the membership. - **Status**: The status of the invoice. - **Due**: Shows the unpaid amount, if the invoice is outstanding. - **Created On**: The date and time the invoice was created. For each invoice, you'll have the following options when clicking the three-dot menu: - **Download as PDF**: Download a PDF version of the invoice. - **View Invoice**: Opens the Edit Invoice modal for the selected invoice. #### **Step 6: View Events** The **Events** section lists all events related to this membership, including actions like draft invoices created and payment attempts (both successful and unsuccessful). The events are organized by **Event** and **Created On** in chronological order, with the most recent event listed first. By following these steps, you can easily view event logs for a client's membership and access relevant information about invoices and events. --- ### How to Sell Memberships Online #### **Step 1: Check Your Plans** Make sure each plan you want to sell is active and set to be bought online. So that clients can see and manage their membership afterwards, turn on the **Memberships** card on the **Essentials** tab of **Setup → Online presence → Client Portal** (see [How to Enable Memberships Online](https://support.pabau.com/en/pabau2/memberships-guide#enable_memberships_online) above). ![Setup page with Client Portal under Online presence](https://support.pabau.com/hubfs/kb/setup-online-presence-cp.png) Clients must sign in to buy a membership. ![Sign-in window shown before buying a membership online](https://support.pabau.com/hubfs/kb/store-sign-in.png) #### **Step 2: Design the Memberships Page** In Pabau Studio, choose **Memberships** from the **Storefront** strip, hover the plans and click the **Membership plans** label. Here you can choose the card style, feature a plan and more. Click **Publish** when you are done — see [How to Sell Memberships, Packages, Products and Gift Cards in Your Online Store](https://support.pabau.com/en/pabau2/how-to-sell-memberships-packages-products-and-gift-cards-in-your-online-store?hsLang=en). ![Membership plans settings in Pabau Studio](https://support.pabau.com/hubfs/kb/studio-membership-plans.png) #### **Step 3: What Clients See** Clients open **Memberships** from the menu at the top of your booking page to see your plans. ![Memberships tab of the online store](https://support.pabau.com/hubfs/kb/store-memberships.png) If you offer it, clients can also join a membership while they book an appointment. When a membership gives a discount on a service, members see the member price with the standard price crossed out. ![Membership plans offered while booking an appointment](https://support.pabau.com/hubfs/kb/booking-join-membership.png) On each plan, **See what’s included** shows what clients get each period, what it costs and the terms. ![See what’s included on a membership plan](https://support.pabau.com/hubfs/kb/store-whats-included.png)   #### **Step 4: Choose a Plan** Clients click the subscribe button on the plan they want, for example **Subscribe monthly**. ![Membership plan with the Subscribe monthly button](https://support.pabau.com/hubfs/kb/store-plan-subscribe.png) #### **Step 5: Start the Membership** They enter their card details and click **Start membership**. The first payment, and any joining fee, is taken now, and the card is saved for renewals, which happen automatically on the billing date. See [How to Buy a Membership, Package or Gift Card Online (New Online Store)](https://support.pabau.com/en/pabau2/how-to-buy-a-membership-package-or-gift-card-online-new-online-store?hsLang=en). ![Start your membership window with card details](https://support.pabau.com/hubfs/kb/store-start-membership.png) They then see **Your membership is set up**. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-12-2024-12-21-36-5507-PM.png?width=614&height=334&name=image-png-Aug-12-2024-12-21-36-5507-PM.png) Clients can view their membership under **My Memberships** in the client portal menu. ![My Memberships in the client portal menu](https://support.pabau.com/hubfs/kb/cp-menu-memberships.png) When members book a service their membership covers, the service list shows **Included in membership** in place of the price. ![d469b6a7-34da-4267-ad4a-124b03c46671](https://support.pabau.com/hs-fs/hubfs/d469b6a7-34da-4267-ad4a-124b03c46671.png?width=600&height=484&name=d469b6a7-34da-4267-ad4a-124b03c46671.png) Membership purchases and usage will be seen on the [Memberships](http://app.pabau.com/memberships) page. And in the client card on the Memberships tab. By following these steps, clients can purchase a membership plan online.  --- How to View and Manage Memberships in the Client Portal #### Step 1: Access the Client Portal Clients sign in to the client portal with their email address and the six-digit code Pabau emails them. Once signed in, they see their dashboard. ![Client portal sign-in with email](https://support.pabau.com/hubfs/kb/portal-sign-in.png) #### Step 2: Open the Memberships Section They click **My Memberships** in the menu. ![Client portal dashboard](https://support.pabau.com/hubfs/kb/cp-dashboard.png) Here they see the memberships on their account. ![My Memberships in the client portal menu](https://support.pabau.com/hubfs/kb/cp-menu-memberships.png) **NOTE**: Clients only see **My Memberships** (and the other portal pages) when it is switched on, on the **Essentials** tab of the Client Portal settings. [You can choose which features are shown to clients](https://support.pabau.com/en/pabau2/how-to-set-up-the-new-client-portal?hsLang=en), such as memberships, payments, forms and more. To switch on the Memberships card, see [How to Enable Memberships Online](https://support.pabau.com/en/pabau2/memberships-guide#enable_memberships_online) above. #### Step 3: View Membership Details **My Memberships** shows each plan, its price and its benefits. Membership payments are listed on the **Payments** page of the client portal, where paid invoices appear under **Receipts**. *![My Memberships page in the client portal](https://support.pabau.com/hubfs/kb/cp-my-memberships.png)* Under **Manage membership**, clients can: - **Pause membership** — until they resume it, or until a date they choose. They are not charged while it is paused. - **Resume membership** — billing and benefits restart straight away. - **Cancel membership** — see Step 4. ![Pause membership and Cancel membership in the client portal](https://support.pabau.com/hubfs/kb/cp-manage-membership.png) If a membership was paused because a payment failed, the client cannot resume it online and is asked to contact the clinic. ![Transactions tab on My Memberships](https://support.pabau.com/hubfs/kb/cp-membership-transactions.png) If you have turned on **Prevent early cancellation** for a fixed-term plan, clients cannot end it early online and see **Fixed-term plan — contact the clinic to cancel**. #### Step 4: Cancel a Membership To cancel, clients click **Cancel membership** under **Manage membership** and choose **At the end of my current period** or **Immediately** (the rest of the period is not refunded). ![Cancel your membership window in the client portal](https://support.pabau.com/hubfs/kb/cp-cancel-membership.png) By following these steps, you can easily manage memberships from the client portal --- Was this guide helpful? 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