# Memberships > Create membership plans that bill clients automatically, set their benefits, enroll clients, and pause, resume or cancel a membership. **Applies to:** Most business types Source: https://heylilo.co/help/marketing/memberships Memberships let clients pay a set price every week, month, quarter or year for perks like discounts and included services. Lilo charges their card automatically and applies their benefits at checkout. Memberships need card payments. Until your business can take them, nobody can create a plan. [**Catalog** → **Memberships**](https://app.heylilo.co/dashboard/memberships) says **Memberships requires payments**. To set up payments, see [Connect payments and get paid out](https://heylilo.co/help/payments/connect-payments). ## Create a plan **Applies to:** Owners, admins and location managers 1. Go to **Catalog** → **Memberships** and select **Create Plan**. 2. On **Plan Details**, enter a **Plan Name**, then set the **Price** and **Billing Cycle**. Add a **Setup Fee** if you charge one when someone joins. Select **Continue**. 3. On **Benefits**, select **Add Benefit** for each perk (see below). Select **Continue**. 4. On **Settings**, choose how the plan works (see below). Select **Continue**. 5. Check everything on **Review**, then select **Create Plan**. ### Benefits **Applies to:** Owners, admins and location managers - **Service Discount**: a percentage or dollar amount off services. Turn on **All Services**, or choose a **Service Category** or a **Specific Service**. - **Product Discount**: a percentage or dollar amount off products. Turn on **All Products**, or the discount won't apply. - **Included Services**: services the membership covers every billing period. **Quantity per Period** sets how many. Turn on **Allow Rollover** to carry unused ones into the next period, and set **Max Rollover** to limit how many carry over. ### Settings **Applies to:** Owners, admins and location managers - **Location Scope**: **All Locations**, or **Specific Locations** if members only get their benefits at some of them. - **Max Members**: the most people who can join. Leave it empty for no limit. - **Loyalty Points Multiplier**: members earn this many times the usual loyalty points, if you run a [loyalty program](https://heylilo.co/help/marketing/loyalty). - **Minimum Commitment**: how many months a member stays before they can cancel. - **Active**: open for new members. - **Allow Pause** and **Max Pause Duration**: whether members can pause, and for how many days at most. In the Lilo app, go to **More** → **Memberships** and tap **+**. ## Enroll a client **Applies to:** Everyone except service providers 1. Open the client from [**Clients**](https://app.heylilo.co/dashboard/clients). Select **More**, then choose **Membership**. 2. Select **Enroll in Membership**. 3. Choose the **Membership Plan**. 4. Check the **Payment Method**, and select **Add Card** if the client has no card on file. 5. Leave **Start Date** on today. 6. To charge this client a different price, enter a **Price Override**. To give it for free, turn on **Complimentary Membership**. 7. Select **Enroll Member**. You'll see **Member enrolled successfully**. Lilo charges the first payment, plus any setup fee, when you enroll. You can also enroll from the plan itself, on its **Members** tab. ## Pause, resume, or cancel a membership **Applies to:** Everyone except service providers 1. Go to **Catalog** → **Memberships** and select **Manage** or **View** on the plan. 2. Select **Members**. 3. Select **⋮** next to the member, then choose **Pause Membership**, **Resume Membership** or **Cancel Membership**. 4. Choose your options in the box (see below), then select the same button to confirm. - **Pause**: billing and benefits stop. Choose a **Resume Date**, or leave it empty to use the plan's **Max Pause Duration**. Lilo resumes the membership for you by that date. With no date and no maximum, it stays paused until someone resumes it. - **Resume**: benefits come back right away. The next charge is on the member's usual renewal date. - **Cancel**: the membership ends when the billing period they've paid for runs out. They keep their benefits until then. Turn on **Cancel Immediately** to end it now instead. Their unused vouchers are lost, and Lilo doesn't refund the rest of the period. In the Lilo app, go to **More** → **Memberships** and open the plan. On **Members**, tap **Enroll Member**, or tap a member to pause, resume or cancel. ## Change a plan **Applies to:** Owners, admins and location managers 1. Go to **Catalog** → **Memberships** and select **Manage** on the plan. 2. Select **Edit** on the part you want to change. 3. Make your changes and select **Save Changes**. To stop new enrollments, turn off **Active** on the plan's card. Current members keep their membership. Location managers can only change plans limited to their own locations. ## How it works - Renewals charge the card the member was enrolled with. That's their default card, or their newest card if none is the default. See [Cards on file](https://heylilo.co/help/clients/cards-on-file). - A membership starts the day you enroll the client. You can't choose a later start date. - A client can have one membership at a time. A paused or past-due membership counts. - Member discounts apply on their own at checkout. If more than one of the plan's discounts fits an item, the biggest one applies. - Each included service is a voucher. Members get a new set when they enroll and every time a renewal payment goes through. Unused vouchers expire at the end of the billing period. With rollover, they get one more period. - To use a voucher, see [Check out an appointment](https://heylilo.co/help/payments/checkout). - Benefits only work while the membership is active. A paused membership, or one with a failed payment, gets no discounts or vouchers. - If a renewal payment fails, the member shows **Past Due** on the plan's **Members** tab. - By default, the owner and admins can turn on **Override Restrictions**. It lets them pause a membership whose plan doesn't allow it, or cancel one during its minimum commitment. - A new price only applies to new members. Current members keep the price they joined at. - A complimentary membership renews like any other, without a charge. - In the [client portal](https://heylilo.co/help/booking/client-portal), active members see their plan, when it renews and their vouchers. ## Common questions ### Why can't I see Create Plan? **Create Plan** only shows once your business can take card payments, and only to people who can create plans. ### Why can't I enroll a client? Usually it's one of these: - They have no card on file, and the membership isn't complimentary. - They already have a membership, even a paused or past-due one. You'll see **This client already has a membership.** - The plan is full or isn't active. - Their card was declined. Add another card and try again. ### Why does a member's profile say No Active Membership? Their membership is paused, past due or has ended. A client's **Membership** tab only shows active memberships. You'll find paused and past-due members on the plan's **Members** tab. ### Why can't I cancel a membership? The member is still in their minimum commitment. The box shows when it ends. The owner and admins can cancel anyway with **Override Restrictions**. A past-due membership has no cancel option. ### Can I delete a plan? No, but the owner and admins can archive one. Select **⋮** on the plan's card and choose **Archive Plan**. You can't archive a plan that still has active members. To stop new members joining instead, turn off **Active**. ### Can clients join a membership online? No. Your team enrolls clients, using a card on file or as a complimentary membership. ### Can members pause or cancel on their own? No. Members can see their membership in the client portal, but your team makes the changes. ### Can I change a plan's billing cycle? No. A plan keeps the billing cycle it was created with. To offer a different cycle, create a new plan. ### Why can't I remove a benefit from a plan? Members already have vouchers from it. You'll see that it has already issued credits to members, so it can't be removed yet.