# Create a membership plan

> To create a membership plan in Velarya, open Organization settings > Memberships and select Add plan. Name the plan, set its Billing Amount and Billing Frequency, add at least one credit or voucher component, set member pricing and a member points rate, then select Save. An Active, Public plan appears in your app for patients to join.

- Source: https://velarya.com/help/create-a-membership-plan
- Who can do this: Admins and roles with Membership plan definitions set to Edit
- Plans: Basic, Scale, Branded, Connected
- Time: 15 minutes
- Last verified: 2026-10-01

## Before you begin

- Your treatments have prices in Organization settings > Service Catalog, because vouchers and member pricing are built from them.
- Card payments are set up in Organization settings > Payments, because patients join and renew by card.
- Your Earning Rule is set, because a member's points rate starts from it: Set up points earning.

## Open Memberships and add a plan

Membership plans live in **Organization settings** > **Memberships**, where each plan you build applies to your whole practice.

1. Open the menu at the bottom of the left sidebar and select **Organization settings**.
2. Under **Client Experience**, select **Memberships**.
3. Under **Membership plans**, select **Add plan**. A blank plan opens, titled **New tier**.

![Memberships settings with the Add plan button outlined next to Membership plans](https://velarya.com/assets/help/create-a-membership-plan/memberships-add-plan-e5348f21.webp)

## Name the plan and set its price

The **Basic Information** and **Pricing & Billing** cards set what patients see first: the plan's name, its price and how often Velarya charges it.

1. Enter a **Membership Name** of up to 100 characters. Patients see it in your app.
2. Add a **Card description** for the plan's card in the app's list, and a **Details description** for its detail screen.
3. Leave **Status** at **Active** and **Visibility** at **Public**, so patients can find and join the plan in your app.
4. Enter the **Billing Amount ($)**: the price per billing period, from $0 to $10,000.
5. Enter a **Setup Fee ($)** to charge once with the first payment, or leave it at 0.
6. Choose a **Billing Frequency**: **Monthly**, **Quarterly** or **Annually**.
7. Choose a **Billing Day**: **Day of signup**, a day from **1st of month** to **28th of month**, or **Last day of month**. With a fixed day, Velarya prorates the first charge so every later charge lands on that day.

![Pricing & Billing with a Billing Amount of 149 and a Setup Fee of 50, billed Monthly on the Day of signup](https://velarya.com/assets/help/create-a-membership-plan/plan-pricing-3489cbce.webp)

Velarya charges the patient's card when they join and on every renewal after that, into your practice's own payment account: see [How payments work in Velarya](https://velarya.com/help/how-payments-work).

| Plan | Patient pays when joining | Then |
|---|---|---|
| $149 **Monthly**, $50 **Setup Fee** | $199.00 | $149.00 every month |
| $399 **Quarterly**, no setup fee | $399.00 | $399.00 every 3 months |
| $1,500 **Annually**, no setup fee | $1,500.00 | $1,500.00 every year, charged upfront |

These amounts use **Day of signup**. A service fee your practice passes on to patients shows as its own line at checkout.

## Add credits and vouchers

**Membership Components** are what a member receives on a cycle: wallet credit, vouchers for treatments, or both. Every plan needs at least one.

1. Select **Add Credits**, enter a **Credit Amount ($)** in whole dollars, and choose its **Cycle Duration (Months)**: **1 month**, **3 months**, **6 months** or **12 months**.
2. Select **Add Vouchers** and choose treatments under **Select Services**, or whole categories under **Or whole categories**.
3. Enter **Claims Per Cycle**: how many of those treatments a member receives each cycle.
4. Choose the voucher's **Cycle Duration (Months)**.

![Membership Components with a monthly $100 credit and a monthly voucher choosing between Hydrafacial and Chemical Peel](https://velarya.com/assets/help/create-a-membership-plan/plan-components-75e8b5f8.webp)

Velarya groups components under **Every Month**, **Every 3 Months**, **Every 6 Months** and **Every 12 Months**. A voucher with one service arrives on its own each cycle. A voucher with several services, or a category, is a choice: the builder shows **Pick 1 of 2**, and members pick their treatments in the app, as [Let members choose their included treatments](https://velarya.com/help/let-members-choose-their-included-treatments) explains.

A plan holds one credit component per cycle length. Credit from different cycles adds up in the months where they meet, counted from the day the membership starts.

| Credit components | Months 1 to 5 | Month 6 |
|---|---|---|
| $100 every month | $100.00 each month | $100.00 |
| $100 every month + $200 every 6 months | $100.00 each month | $300.00 |
| $150 every 3 months | $150.00 in month 3 | $150.00 |

## Add cancellation terms and a join bonus

The **Commitment & Contract** and **Membership Join Bonus** cards below the components are optional: a minimum term with an early cancellation fee, and a one-time gift for joining the plan.

1. For a monthly or quarterly plan, turn on **Require Commitment** and choose a **Commitment Length**: **3 Months**, **6 Months**, **12 Months** or **Custom**.
2. Turn on **Early Cancellation Penalty** and choose a **Penalty Type**: **Flat Fee** with a **Fee Amount ($)**, **Remaining Term Value** or **Prorated Savings Clawback**.
3. Under **Pause & Cancellation**, leave **Allow Pausing** on so staff can pause a member's plan, and set the **Limit per year** (2 by default) and **Max Duration (Months)** (3 by default).
4. Turn on **Enable join bonus** and choose a **Gift type**: **Whole-shop discount (% off)**, **Category discount (% off)**, **Free service** or **Points**.
5. Enter the gift:
   - **Whole-shop discount (% off)** or **Category discount (% off)**: a **Discount percentage** from 1 to 100 and an **Expiry** from **Same day** to **1 month**, plus the **Category** for a category discount.
   - **Free service**: the **Service** the member gets.
   - **Points**: a **Points amount**.

![Membership Join Bonus switched on with the Points gift type and 500 points entered](https://velarya.com/assets/help/create-a-membership-plan/plan-join-bonus-dfa286f7.webp)

**Remaining Term Value** charges the plan price for each billing period left in the commitment, and **Prorated Savings Clawback** charges back the member-price savings from the commitment, prorated to the part left unfinished. On an **Annually** plan the paid year is the commitment, so the builder shows a note instead of commitment settings.

Velarya gives the join bonus once, the moment the membership starts. Points and a free service arrive right away, and a discount lasts for its **Expiry**. The join bonus is separate from the **Sign-Up Bonus** that new patients get for joining your app, described in [Set up points earning](https://velarya.com/help/set-up-points-earning).

## Set member pricing and the points rate

The **Member Benefits** and **Member Pricing** cards set the points rate members earn and the standing discount they get on services, on top of their credits and vouchers.

1. In **Member Benefits**, enter a **Member points earning rate**: the points a member earns per $1 of treatment spend.
2. Leave **Member Pricing** on, so members pay the prices you set below.
3. Under **Category Discounts (percentage only)**, choose **All services** and enter a **Discount for all services**, or choose **Specific categories**, add the categories and set a **Discount** for each one.
4. Under **Service & Add-on Discounts**, add services and enter a percentage off, or switch to a fixed price and enter the member's new price. For a service with variations, open **Per variation** to price each one.

![Member Pricing with All services selected and a Discount for all services of 15%](https://velarya.com/assets/help/create-a-membership-plan/plan-member-pricing-952d0879.webp)

A fixed price is the price the member pays, not an amount off, and it must be below the regular price. A category discount covers every service in that category, so those services leave the **Service & Add-on Discounts** list and take the category's price. Add-ons can be discounted; modifiers always stay at full price.

Each row below is a different plan's pricing for one treatment.

| Treatment and regular price | Member pricing on the plan | Member pays |
|---|---|---|
| Hydrafacial, $450 | 15% for **All services** | $382.50 |
| Chemical Peel, $380 | Fixed price of $300 under **Service & Add-on Discounts** | $300.00 |
| Neuromodulator, $950 | 10% on its category under **Specific categories** | $855.00 |

**Free Consultations**, in **Member Benefits**, gives members the **Consultation service** you choose at $0: as often as they like with **Unlimited**, or up to the number of **Consultations** you set **Every (months)** with **Limited**.

## Save the plan

Saving a membership plan puts it on sale in your app when its **Status** is **Active** and its **Visibility** is **Public**.

1. Select **Save** in the **Unsaved changes** bar at the top of the page. Velarya returns you to **Memberships**, where the plan appears under **Membership plans**.

![The Unsaved changes bar at the top of the page, with the Save button outlined next to Discard](https://velarya.com/assets/help/create-a-membership-plan/plan-save-c74a86a7.webp)

A saved plan is on sale at every location. To keep it off sale at one, select **Manage** in the left sidebar, choose the location at the top of **Location Settings**, open **Memberships** and choose **Disable for this location** in the plan's menu.

## What do patients see?

An **Active**, **Public** membership plan appears under **Memberships** in your app as a card with its name, **Card description**, benefit chips such as a credit amount or **Member pricing**, and its price per month, 3 months or year. Tapping it opens the plan's **Details description**, its **Member-Only Benefits**, what arrives **Every Month**, any commitment ("3 months commitment is required") and the **Sign Up Bonus!** box for a join bonus. **Become a Member** takes them to checkout.

To see what happens after a patient joins, from billing to cancellation, read [How memberships work](https://velarya.com/help/how-memberships-work).

## How does a plan behave after you save it?

A saved membership plan follows these rules when you edit it later and when members use it.

| Situation | What Velarya does |
|---|---|
| You change the **Billing Amount** of a plan with members | Asks before saving how members who would pay more move to the new price, and moves members who would pay less down at their next renewal, as [Change a membership price](https://velarya.com/help/change-a-membership-price) describes |
| You change **Billing Frequency** while members are on the plan | Keeps the current frequency and says how many members are billed on it; offer the new frequency as a new plan |
| **Status** is **Hidden (existing members only)** | Takes the plan out of your app's list; members already on it keep it |
| **Visibility** is **Staff-assigned only** | Keeps the plan out of your app; staff assign it from the patient's profile |
| The **Member points earning rate** is below your **Earning Rule** | Saves the Earning Rule's rate, so members never earn less than non-members |
| A member pays for a treatment | Awards points at the plan's **Member points earning rate** or your **Earning Rule**, whichever is higher |

For how points are counted on each visit, see [How points work](https://velarya.com/help/how-points-work).

## If something goes wrong

**"Enter a membership name" or "Maximum 100 characters".** Enter a **Membership Name** of 1 to 100 characters.

**"Enter a billing amount" or "Cannot exceed $10,000".** Enter a **Billing Amount ($)** from 0 to 10,000.

**"Add at least one credit or voucher component".** Select **Add Credits** or **Add Vouchers** and fill it in. A voucher needs at least one service or category, or it shows "Select at least one service or category".

**Add Credits and Add Vouchers are greyed out.** The builder shows "Finish configuring the current component before adding another." Enter the open component's **Credit Amount ($)**, or choose its services, then add the next one.

**"Fix 1 invalid membership discount before saving."** A service under **Service & Add-on Discounts** has a fixed price at or above its regular price, shown as "Member price must be below the $380.00 regular price", or a percentage over 100. Enter a lower value, then save again.

**"1 member is billed on this plan's current frequency. Create a new plan to offer a different billing frequency."** A plan with members keeps its **Billing Frequency**. Set it back, save your other changes, and create a new plan for the new frequency.

**"Cannot delete tier with active subscribers".** Velarya keeps a plan that still has members. Set its **Status** to **Hidden (existing members only)** to stop new sign-ups instead.

**Memberships isn't in my Organization settings menu.** The page needs **Membership plan definitions** at View, and saving a plan needs Edit. Ask an Admin to update your role; see [Loyalty roles and permissions](https://velarya.com/help/loyalty-roles-and-permissions).

## Frequently asked questions

### Can I change a membership plan after patients have joined it?

Yes. Open the plan from Memberships, edit it and select Save. When a new Billing Amount would raise what current members pay, Velarya first asks whether to move them at their next renewal, keep their price for 1 to 60 months, or keep it for life. The Billing Frequency stays as it is while members are on the plan, so offer a new frequency as a new plan.

### How do I stop selling a plan without affecting its members?

Set its Status to Hidden (existing members only) and select Save. Velarya takes the plan out of the Memberships list in your app, so new patients cannot join it, and every member already on the plan keeps their membership, benefits and price. Set the Status back to Active whenever you want to offer the plan again.

### Can I offer a plan at only some of my locations?

Yes. Plans are built once for your whole practice, and every location sells each plan until you turn it off there. Select Manage in the left sidebar, choose the location at the top of Location Settings, open Memberships and choose Disable for this location in the plan's menu. The change takes effect at once, and members who already joined keep their membership.

### Do membership credits expire at the end of a cycle?

No. Membership credit stays in the member's wallet from one cycle to the next, and each new cycle adds the plan's Credit Amount on top, so unused credit builds up while the membership lasts. Members spend it like any other wallet credit when they pay in the app or at your front desk. How memberships work explains what happens to it when a membership ends.

### Can a membership plan be free?

Yes. A plan with a Billing Amount of $0 and no Setup Fee needs no payment, so the membership starts the moment a patient joins in the app or staff assign it. Its credits, vouchers, member pricing and points rate work exactly as on a paid plan. Set its Visibility to Staff-assigned only to give those perks to the patients your team chooses.