Use this article to create a Recurring Contract membership on the Memberships tab, from choosing the type to filling in the payment details. A Recurring Contract has an end date and a fixed number of payments – for example a 12-month plan billed monthly.
How do I choose the membership type?
To choose the membership type, on the Memberships tab click Add. Pick Recurring Contract and click Continue. (The other two types, Subscription and One Time, are covered in their own articles.)
Who can see the membership: Open To All or Hidden?
Next, choose who can see the membership. Open To All shows it on your online store link and in the Stackably Connect app so customers can buy it themselves. Hidden keeps it staff-only. Choose one and click Continue.
What goes in the Basic Information section?
Name – in Basic Information, the membership name customers will see.
Category – the membership type used to group plans (the gear icon opens the Membership Types manager).
Save Customer To – choose whether people who buy this plan are stored as a Client or a Lead in Contacts.
How do I set the schedule and duration?
In the Schedule and Duration section, set Membership Start Date to By Start Date and choose the Start Date. Enter the Duration and Duration Type (Months or Weeks). The End Date is calculated for you.
What goes in the description and payment details?
Type a Description (required), then scroll to the Payment Details section:
Registration Fee – an optional one-time sign-up fee.
Total Price – the full value of the contract.
Down Payment – the amount collected at sign-up.
Balance – calculated automatically as Total Price minus Down Payment.
# of Payments – how many scheduled payments cover the balance.
Frequency – Monthly, Weekly, Bi-Weekly or Yearly.
Amount – calculated automatically as Balance divided by the number of payments.
In the example a $1,200 contract with a $200 down payment leaves a $1,000 balance, split into 10 monthly payments of $100. In Payment Details you can also add a coupon that applies to the first payment and allow family members on one bill.
How do I save the membership?
To save the membership, click Add at the bottom of the dialog.
The new membership appears in the Memberships list with its total, balance, down payment and duration.
