Setting Up Membership Plans & Pricing
Each membership can have multiple pricing plans — different ways for customers to pay for the same membership.
Each membership can have multiple pricing plans — different ways for customers to pay for the same membership. For example, one membership can offer a Monthly plan, an Annual plan and an early-bird plan. All plans of a membership give the same benefits; only the price and billing change.
You add the first plans when you create the membership. This article covers adding and changing plans afterwards.
Adding a plan
- Go to Memberships → Catalog and open the membership.
- Under Pricing Plans, click Add Pricing Plan.
- Choose the plan type:
- Renewable — bills every period until the customer cancels.
- Fixed-term — one charge, lasts a set time, then ends. There is no renewal.
- Enter the Name customers see (for example, "Annual") and the Price.
- Set Renew every (or Lasts for, for a fixed-term plan): a number plus Day(s), Week(s), Month(s) or Year(s). For an annual plan, enter
1and Year(s). - Optional settings:
- Charge a one-time initiation fee on the first payment — enter the amount. It is added once to the first payment and never charged on renewals.
- Require a minimum term before customers can cancel — customers cannot cancel the membership themselves until the term ends. Admins can always cancel it.
- Hide from storefront (called Hide from customers when you edit a plan) — customers cannot see or buy the plan. You can still assign it from the admin.
- Rule-set visibility — keep Visible to all, or turn it off to choose which rule sets see this plan.
- Click Create Pricing Plan.
The Free plan
Every membership has a system plan named Free ($0.00). It is hidden from customers and restricted, so customers never see it. Use it to give a membership at no charge — for example to staff or as a complimentary gift — when you assign the membership. You cannot archive or remove it.
Plans customers can buy vs. admin-only plans
A plan is on sale to customers when all of these are true:
- The membership's Homepage sales channel is on (see Display a membership publicly or keep it admin-only).
- The plan is not set to Hide from storefront.
- The customer's rule set is allowed by the plan's Rule-set visibility.
Admins can still assign a hidden plan from the customer's profile. This is useful for corporate deals, staff pricing and private offers.
To change a plan's visibility later, open the plan's ⋯ menu on the membership page and choose Visibility.
Direct purchase links
Every plan has its own purchase link. Open the plan's ⋯ menu and click Copy link. Rule-set restrictions still apply when someone opens the link. To share a link to the whole membership, use Copy link at the top of the membership page.
Changing a plan
Click a plan to open it, then click Edit.
If the plan has no members, your changes apply at once.
If the plan has members and you change the price or billing, OpenCourt creates a new price version. New customers get the new price. Existing members keep the old price until you move them. The old version lists its members, with these options for each one:
- End of billing cycle — the member starts paying the new amount at the next renewal.
- Prorate and migrate now — if the new amount is higher, the member is charged the prorated difference. If it is lower, the difference goes to the member's club credit.
Booking passes are not affected by a price change, because they belong to the membership, not to the plan.
Reordering plans
On the membership page, click Reorder, drag the plans into the order you want, and click Save Order. Customers see the plans in this order.
Retiring a plan
Open the plan's ⋯ menu:
- Remove — appears only when no one has ever had the plan. The plan is deleted.
- Archive — appears when the plan has, or had, members. Customers can no longer buy it and you can no longer assign it. Existing members stay on it and keep renewing.
- Restore — makes an archived plan available again.
Archiving is the usual choice for early-bird and limited-time prices: those members keep their price, and no one else can buy it.
What's next
Creating and Editing Memberships
Create a membership in the Catalog, link it to a rule set, add its pricing plans, and choose whether customers can buy it from your homepage.
Creating and Managing Rule Sets
A rule set decides what its members can book, what they pay, how far ahead they see and book the schedule, and how cancellations are refunded. Learn how customers get a rule set, and how prices work in each pricing mode.