Memberships and Rule Sets

Memberships & Rule Sets – Overview

Memberships let you create and sell recurring or one-time plans to your customers.

Memberships let you create and sell recurring or one-time plans to your customers. Rule Sets control what members can do — what they pay, how far in advance they can book, schedule visibility, and refund policies.

Every membership is linked to exactly one rule set. The membership defines who pays what (name, pricing plans, billing). The rule set defines what they get (booking rates, access rules, refund windows). This separation lets you offer different membership products — say, an Individual and a Family plan — that share the same booking privileges, without configuring those rules twice.

LayerWhat it controlsWhere it lives
Membership settingsName, description, pricing plans, sales channels, family, booking passesAdmin → Memberships → Catalog → [membership]
Rule setBooking rates (or, on per-activity pricing, the prices its pricing rules give), schedule visibility, booking advance limits, refund policyAdmin → Memberships → Rule Sets → [rule set]

A note on terminology

In this help center, we use “creating a membership” to mean building the membership product (name, plans, pricing). When a membership is sold or assigned to a customer, we say “selling” or “assigning” a membership. This distinction matters because the setup workflow (done once) is different from the day-to-day workflow of enrolling customers.

Non-members and guests

OpenCourt also has a built-in Non-Member rule set that applies to logged-in users who don’t hold any active membership. This lets you set default court rates and booking rules for walk-in or pay-per-play customers without creating a membership for them. Every club also starts with a Member rule set for its first membership.

A customer holds one membership at a time, so they always have one rule set. A frozen or expired membership stops giving its rule set. For the details, see How a customer gets a rule set. For packages that should not change a customer's rule set, use a subscription. See Subscriptions vs. memberships.