Memberships
Grant customers or companies access to benefits, services, or permissions
Memberships allow organizations to grant customers or companies access to specific benefits, services, or permissions.
Memberships can represent subscription programs, member access privileges, or structured customer programs.
Examples include:
- Private members club access
- Gym memberships
- Coworking memberships
- Loyalty programs
- VIP access programs
Memberships can be assigned to both customers and companies.
Membership Plans
Memberships are created using membership plans.
A membership plan defines the rules and structure for the membership, including:
- Plan name
- Description
- Price
- Billing interval
- Permissions
Organizations can create multiple membership plans to support different membership tiers or programs.
Examples include:
- Standard Membership
- Gold Membership
- Corporate Membership
Assigning Memberships
Memberships can be assigned in several ways:
- Manually by staff
- Purchased by customers through public membership signup
- 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:
| Status | Description |
|---|---|
| Active | The membership is currently valid and grants privileges |
| Expired | The membership period has ended |
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
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.
Memberships and Wallet 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.
Membership Management
Memberships can be managed from both:
- Customer profiles
- Company profiles
Staff can view membership details, confirm membership status, and manage membership assignments directly within the platform.