Memberships
14 articles
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 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
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 after a client has paid outside Clovo in a one-off emergency.
· 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
In Clovo, you create your service offering in the form of memberships, credit packs, and trials, each of which has an associated plan for determining important factors such as which and how many classes are included, how often the plan renews in the case of memberships, or how long until it expires in the case of credit packs and trials.
· 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.