Give a client a membership or a pack

Memberships and packs are both added from the client’s own page. The Subscriptions and Packs tabs list what already exists; nothing is created from them.

1. Open Clients in the sidebar and open the client.
2. Select Add product.
3. Choose the product, choose how they are paying, and save.

Whether they end up with a membership or a pack is decided by the product, not by this form: a recurring product creates a membership, a one-off product creates a pack. The list holds every active product that has a default price, so anything missing from it is archived, has no default price, or was never created — all of which are fixed under Products.

How they pay

• Credit card — charges the card Orlo already holds for them. If there is no saved card, a membership is sent to them as a Stripe invoice, due in three days, and a pack is created straight away with an email from Orlo asking them to pay for it. The pack can be booked against at once.
• Cash — records the money as already collected. Active straight away.
• Free — adds it without charging anything. Active straight away.

A membership paid by card is not active until Stripe is paid

A membership paid by Credit card is created as Pending, and only turns Active when Stripe confirms the money arrived. Until then it gives the client no allowance and they cannot book against it.

That is exactly what a card that fails looks like from the dashboard: the membership is there, it says Pending, and nothing else happens. It is waiting for a payment, not broken. When the client pays — or updates their card — from the invoice email Stripe sent them, or from their own client area, it activates itself.

If you would rather not depend on their card at all, add it as Cash.

Giving someone their plan again

A membership that reads Cancelled cannot be un-cancelled. Add the product again: the new membership starts its own billing period from today, whatever the old one had left on it. A membership that is only due to cancel at the end of a period it has already paid for is a different case, and that one can be resumed.

While a membership on the same product is still active, Orlo refuses to add a second one and says “User already has an active subscription”. To move someone between plans, edit the membership they already have rather than adding one.

Starting on a later date

A membership can start on a later day: fill in Start date before saving. Left blank, it starts today. Until that day it reads Scheduled and gives no allowance, and it turns active on its own on the morning of the start date.

• Credit card — nothing is charged until the start date, when Stripe charges the first month. The next renewal is a month after that.
• Cash — the payment is recorded as collected today, when you take it, even though the membership starts later.
• Free — nothing is charged.

A start date applies to memberships only, not packs. At a gym that bills every membership on the 1st, a membership with a start date renews a month after it starts rather than on the 1st.

Moving someone to another plan

Open the membership’s actions menu and choose Edit. Pick the new product, then choose When:

• Now — they move straight away. On an upgrade you can charge the difference for the rest of the current period, which the form shows before you save, or charge nothing now. A downgrade is never refunded.
• At the next renewal — they keep their current plan and allowance until the date shown, and the renewal is charged at the new price. The row says “Changes to … on …” until then, and Cancel plan change on the same menu calls it off. A change waiting on a membership that is cancelled is dropped.