Memberships
18 articles
Automatically pause a membership after a set number of billing periods
Set a membership plan to pause its memberships on their own after a set number of paid billing periods, for a fixed number of weeks or indefinitely.
Cancel a client membership
Cancel a client’s membership, pack or trial from their profile, and know when their access ends, what happens to their bookings, and how to end a membership on the spot.
Change a client’s membership plan
Move a client to another recurring plan at their next renewal, and know when the new price and allowance begin.
Change a membership start date
Move a membership start date back so classes a client took before their purchase went through count against the period they attended.
Change when a membership renews
Move a member's renewal date, or bill them now and restart the cycle — and see exactly what Clovo will charge before you commit to it.
· Payments
Create and manage membership contracts
Write a membership contract, choose whether it needs a hand-drawn signature, and see which plans and members use it.
Deactivate a pack or membership plan
Remove a credit pack or membership plan from future sales while letting clients who already have it keep using it.
· Credit Packs
How to offer secret deals on your plans and packs
Mark a membership plan or credit pack as a secret deal, grant access to the clients you choose, and remove it again.
· Credit Packs
Offer recurring memberships by creating a membership plan
Fill in the membership plan form — inclusions, price, billing period and contract — and know what changes for current members when you edit a plan later.
Pausing a membership
Pause a client’s membership for a set period or indefinitely, then choose when and how billing resumes.
Record an external payment for a client
Use Offline Purchase to record a membership or credit pack paid for outside Clovo, and set when that access expires.
· Payments
See what a member agreed to when they joined
Choose whether to require a hand-drawn signature, and find the contract each member accepted on their Agreements tab.
Set a minimum membership term and cancellation notice period
Write a membership contract, set a minimum term and cancellation notice period, and understand when a membership can end.
Share a secret deal with a promo code
Create a code that unlocks a private plan or pack, so clients can claim the offer themselves instead of you granting access one person at a time.
· Credit Packs · Operations
Track the usage of memberships and packs
Read the usage panel on a client’s membership or credit pack, see what each credit was spent on, and correct a balance when it needs fixing.
· Credit Packs
Understand the meaning of different plan statuses in Clovo
Use the status beside a client’s membership, credit pack or trial to understand whether they can use it and when their access changes.
· Clovo Dashboard
View current subscribers of a membership plan
Open a membership plan to see who is on it, when each member renews, what state their membership is in, and how to message everyone on the plan at once.
View the reason clients gave for cancelling a membership
Find a client’s cancellation reason and any written explanation on their membership in Clovo Studio.