Memberships

Memberships allow organizations to grant customers or companies access to specific benefits, services, discounts, store credit, and permissions.

Memberships can represent subscription programs, member access privileges, structured customer programs, or private access schemes.

Examples include:

• Private members club access
• Gym memberships
• Coworking memberships
• Loyalty programs
• VIP access programs

Memberships can be assigned to both customers and companies.

Navigating to Memberships

Memberships are managed in two places:

• The first is accessed by pressing Settings in the sidebar, and then navigating to the Membership & Loyalty tab. This is the central editor for membership plans, pricing, billing, perks, and permissions. New plans are created here.

• Customer and company profiles are where individual memberships are assigned, reviewed, cancelled, or inspected. Open a customer or company profile and use the Memberships section.

Membership Plans

Memberships are created using membership plans.

A membership plan defines the rules and structure for the membership, including:

• Plan name
• Description
• Pricing
• Billing interval
• Engagement period
• Perks
• Permissions

Organizations can create multiple membership plans to support different membership tiers or programs.

Examples include:

• Standard Membership
• Gold Membership
• Corporate Membership

Pricing

A membership plan's pricing covers:

• Billing cycle: how often the member is charged. Supported cycles include weekly, biweekly, monthly, quarterly, yearly, and one-time.
• Engagement period: the minimum commitment before the member can next cancel a recurring membership.
• Joining fee: a one-off charge taken at signup, on top of the recurring price.
• Free trial period: an introductory window before recurring billing begins.

Perks

A membership plan also defines the perks its members receive. These can include:

• Discounts: attach one or more discounts to the plan so members receive them automatically at checkout.
• Initial store credit: a starting credit balance granted to the member on signup.
• Permissions: which areas, services, events, or application surfaces members on this plan are allowed to access.

Membership Applications Via Enquiries

Memberships can be applied for through a customer-facing form that feeds into the enquiry pipeline. The form can request the customer's details, the chosen plan and billing cycle, and securely collect a payment method through Stripe in one flow.

When a staff member approves the resulting membership enquiry, the membership is assigned to the customer and billing starts. If the saved payment method can be charged off-session, Tiquo charges it automatically; if additional customer action is required, Tiquo sends the customer a secure payment step.

See Enquiries for the full form-to-approval flow.

Assigning Memberships

Memberships can be assigned in several ways:

• Manually by staff
• Purchased by customers through public membership signup
• Created through membership application forms and enquiries
• Created through the platform API

Once assigned, the membership becomes associated with the customer or company profile.

Customer Memberships

When a membership is assigned directly to a customer, the membership applies only to that individual customer.

The membership will appear in the customer profile and can be used by staff during operational interactions.

Company Memberships

Memberships can also be assigned to companies.

When a company membership exists, customers linked to that company automatically inherit the membership.

If a customer is removed from the company, the inherited membership is removed.

Membership Status

Memberships have two primary statuses:

When the membership period ends, the membership status automatically updates to Expired.

Expired memberships remain visible in the customer profile but no longer grant active membership privileges.

Membership Permissions

Membership plans can include permissions.

Permissions represent access rights or benefits associated with the membership.

Examples include:

• Access to member areas of a website
• Access to specific areas of an application
• Access to member-only services

Permissions act as digital access indicators and can be used by external systems or integrations to determine whether a customer has the required membership privileges.

Public Membership Signup

Membership plans can be configured as public.

Public memberships can be embedded on external websites using an iframe. This allows customers to join memberships directly from the organization's website.

If the customer is already authenticated within the website environment, token injection can automatically authenticate the membership flow.

If the customer is not authenticated, they will be prompted to log in or create an account before completing the membership signup.

Membership Billing

Membership plans can include pricing and billing intervals.

Billing configuration may include:

• Membership price
• Billing frequency
• Joining fee
• Free trial period
• Engagement period

Payment processing and retry behavior are managed through integrated payment providers.

Membership Expiry

When a membership reaches the end of its configured period, it automatically becomes Expired.

Expired memberships remain visible in the customer profile but no longer grant active membership privileges.

Cancellation and Invoices

A member's active and past memberships are visible on their customer or company profile. From there staff can:

• Cancel a membership from the three-dot menu, with the option to record a reason for future reference.
• Choose to cancel effective immediately or at the end of the current billing period.
• View invoices for each membership cycle from View History.
• Open the linked order, copy or open the hosted invoice link, or download the invoice PDF where available.

Membership & Cards

Wallet cards can be used to identify members.

When a wallet card is scanned, staff can view the customer's membership status directly. If a membership has expired, the scan will still identify the customer but will indicate that the membership is no longer active.

Members can be issued cards in two formats:

• Digital wallet card: added to Apple Wallet or Google Wallet, covered in detail in Wallet Cards.
• Physical membership card: designed for print and fulfilment using your membership branding.

Card designs are managed from a customer profile or centrally under Settings > Cards. From there you can create new designs with the Create Card Design editor.

For physical cards, use the designer to prepare a branded membership card layout for production.

Membership Management

Memberships can be managed from both:

• Customer profiles
• Company profiles

Staff can view membership details, confirm membership status, review billing history, cancel memberships, and manage membership assignments directly within the platform.