Overview
In Omnify, you can create flexible memberships with pricing tiers, benefits, add-ons, and cancellation policies—all managed directly through your dashboard.
Where It’s Used
Go to Dashboard → Memberships → Create Membership
Step 1: Basic Details
Personalize your membership with a name, description, and image.
Fields & Examples:
Field | Description | Example |
Membership Title | The name of your membership as it appears to clients. (Required) | “Deluxe Annual Membership” |
Internal ID | Internal identifier used for backend tracking or integrations. | “Deluxe-2025” |
Membership Description | A short description about the membership features or perks. | “Access all classes, programs, and member-only events throughout the year.” |
Membership Image | Upload a membership banner or visual (PNG/JPG under 2MB). | Upload your brand or package graphic |
Step 2: Membership Duration
Define the pricing structure, duration, and optional add-ons for your membership.
Fields & Examples:
Field | Description | Example |
Tier Name | The name for your pricing tier. (Required) | “Gold Membership” |
Period | Duration of the membership cycle. (Required) | “30” |
Duration Type | Select the time unit (days, weeks, months, years). (Required) | “Days” or “Months” |
Price (USD) | Total price for the chosen duration. (Required) | “120” |
Allow Add-ons | Add extra purchasable items linked to membership. | “Gripper Socks” |
Joining Fee (Optional) | Add a one-time joining fee if applicable. | “USD 20” |
Add-ons Options:
Default Unselected – Client can opt in manually
Default Selected – Automatically included unless deselected
Mandatory – Always added to the membership
Step 3: Membership Benefits
Memberships can include Access Benefits and Discount Benefits to offer additional value to members.
🔹 Access Benefit
Gives members exclusive access to specific services, classes, or facilities.
Fields & Examples:
Field | Description | Example |
Benefit Name | Name for the access privilege. (Required) | “Yoga Only Access” or “All Facility Access” |
Details Included | Choose what members can access: all services, products, or specific ones. | “All Services” |
Booking Restrictions | Set booking limits per day/week/month. | “2 bookings per week per member” |
💡 Tip: Use access benefits to control which clients can view or book exclusive classes.
🔹 Discount Benefit
Applies special discounts to members when they book services or purchase products.
Fields & Examples:
Field | Description | Example |
Benefit Name | Name of the discount. (Required) | “30% Off on All Classes” |
Details Included | Choose if discount applies to all services or selected ones. | “All Services & Products” |
Discount Type | Choose between Percentage or Fixed Price. | “Percentage” |
Percentage Value / Fixed Price | Set the discount amount. (Required) | “30%” or “$10 Off” |
Redemption Restriction | Maximum discount amount per use. (Required) | “USD 100” |
Limit Redemption | Limit how often discount can be used. (Required) | “2 Redemptions per week” |
💡 Tip: You can combine Access and Discount benefits for tiered membership perks (e.g., access + discount bundle).
Step 4: Enrollment / Bookings
Define how clients can start their memberships.
Options:
Use booking date as start date – Membership begins on the day of purchase.
Let clients choose a start date – Clients can pick a future start date.
Example:
If a client purchases on Jan 1 but selects Jan 15 as their start date, access activates on Jan 15.
Step 5: Cancellation & Refunds
Set how and when clients can cancel memberships, and define refund options.
Fields & Examples:
Field | Description | Example |
Allow Cancellation | Enable or disable membership cancellations. | ✅ Checked |
Cancel Anytime | Allow clients to cancel immediately. | “Enabled” |
Cancel at End of Billing Period | Membership remains active until the current cycle ends. | “Enabled” |
Cancel After Notice Period | Set a notice window before cancellation. | “30 Days” |
Cancellation Policy (Editor) | Define refund rules and cancellation terms displayed on the store. | “Cancellations must be requested 30 days in advance. Refunds will be processed per the selected refund policy.” |
Allow Refund | Define if refunds apply and to what extent. | “Full / Pro-rated / Custom” |
💡 Example Policy Text:
“Cancellations requested within 30 days of renewal will receive a pro-rated refund. No refunds apply for partial use or missed sessions.”
Step 6: Advanced Settings
These settings help refine how memberships are displayed and managed.
Options:
Make this Service:
Available for Booking – Makes membership visible on your Service Store.
Not Available for Booking – Keeps it hidden from the store (admin-only setup).
Filters:
Parent Filter / Child Filter – Classify memberships for internal tracking or store organization.
Example: Parent = “Adult Programs,” Child = “Annual Plans”
Email Instructions:
Add custom messages or special notes clients receive after booking.
Example: “Your membership details will be shared within 24 hours of purchase.”
Step 7: Save or Publish
Once all fields are filled out:
Click Save as Draft to save progress without publishing.
Click Publish to make the membership live on your store.
✅ Example Membership Setup Summary
Section | Example Input |
Membership Title | Premium Fitness Club |
Internal ID | FitClub-2025 |
Description | Access to gym, yoga, and personal training sessions. |
Duration | 30 Days |
Price | $120 |
Add-ons | Gripper Socks (Optional) |
Access Benefit | “All Classes Access” |
Discount Benefit | “20% off on Personal Training” |
Cancellation | Allowed after 30-day notice |
Refund Type | Pro-rated |
Availability | Visible in Service Store |
Best Practices
Use tiered memberships (e.g., Bronze, Silver, Gold) to target different client segments.
Enable Add-ons for upselling items like equipment or uniforms.
Include a clear Cancellation Policy to avoid refund disputes.
Add Custom Email Instructions to automate client communication.