Memberships & Packages
Overview
Memberships and Packages help you increase retention and create predictable revenue. Use subscriptions for recurring billing and packages for prepaid service bundles.
Creating & Managing Memberships
Go to Services → Memberships.
From this page, you can create new memberships, manage existing plans, and track performance.
Click + Add Membership to create a new plan.
Enter a name and optional description
Choose Subscription or Package
Set billing (for subscriptions) or expiration (for packages)
Add included services, add-ons, products, or discounts
Set the total price and click Save
Your membership will now appear in your list.
Selling a Membership
You can sell memberships from:
Services → Memberships
Clients → Sold Memberships
To sell:
Select the client
Choose which pet(s) it applies to
Select the membership
Set the start (and end, if applicable) date
Complete checkout
For subscriptions, a credit card on file is required for recurring billing.
If you use a membership agreement, you can send it from the client’s profile or under Clients → Agreements.
Redeeming at Checkout
If a client has an active membership, click Add Membership during checkout and select the plan to apply it to the appointment.
Remaining usage updates automatically.
Viewing Membership Activity
From the Memberships page, you can:
View Active, Inactive, or All plans
See subscriber counts and cancellations
Click into a membership to view client details and total sales
Under Clients → Sold Memberships, you can:
Filter by Active, Pending, Past Due, or Canceled
Search for specific clients
View usage details
Cancel memberships if needed
This gives you visibility into membership growth, cancellations, and overall revenue impact.
Best Practices
Clearly communicate savings compared to individual bookings.
Train staff to mention memberships at checkout.
Review subscriber counts monthly.
Follow up on past-due or canceled memberships.
Recurring memberships help stabilize revenue and increase client loyalty.