With 10Web, you can sell recurring memberships, prepaid class packs, and time passes directly through your class-booking website or web app. Customers can purchase plans, book eligible classes, track their remaining credits, and manage their memberships from their accounts.
Whether you run a yoga studio, gym, Pilates studio, dance school, martial arts club, or another class-based business, you can customize your plans to match the way your business operates.
This article explains how to create membership plans, configure billing and access rules, offer family memberships, manage member plans, and set up payments, discounts, gift cards, and account credit.
Note:
Before setting up memberships, make sure you have created your class-booking website or app and configured your classes and timetable. For instructions, see How to Create and Manage Classes and Courses with 10Web.
Understand the available plan types
10Web Classes & Memberships supports three main types of plans:
- Membership: A recurring plan billed every specified number of weeks or months until cancelled. For example, an unlimited monthly yoga membership or a gym membership that includes eight classes per month.
- Class pack: A one-time purchase that provides a fixed number of class credits. For example, a 10-class Pilates pack that customers can use over 90 days.
- Time pass: A one-time purchase that provides access for a specified number of days without a total usage cap. For example, a seven-day gym pass or a monthly unlimited access pass purchased without recurring billing.
You can offer multiple plan types on the same website. For example, a yoga studio might sell monthly memberships, five-class packs, ten-class packs, and individual drop-in sessions.
Each plan can have different pricing, eligible classes, locations, booking limits, purchase restrictions, and membership rules.
Important:
Classes & Memberships uses its own plan and booking system. This is separate from the general Membership plugin and the Appointments plugin. Purchasing a membership does not automatically reserve a place in a class. Members must book eligible sessions unless they have recurring reservations configured.
Step 1. Access the Classes & Memberships management panel
Your 10Web class-booking website or app includes a WordPress management interface for creating plans, managing members, and reviewing payments.
To access WordPress admin, click the W icon on your website thumbnail in the 10Web dashboard or the W icon next to the Publish/Save button in the 10Web Editor.
In WordPress admin, open the Classes menu.
For memberships and payments, you will primarily use two sections:
- Classes → Members: Create plans, view member plans, manage families, and access individual member records.
- Classes → Money: Review bills, payments, account credit, discount codes, gift cards, referrals, and tax settings.
The Classes → Settings area also contains business-wide configuration options.
Step 2. Create a membership, class pack, or time pass
You can create different types of plans from the same plan management screen.
Create a new plan
- In WordPress admin, navigate to Classes → Members → Plans.
- Click Add New Plan.
- Enter the plan Name.
- Under Kind, choose one of the following:
- Membership: Billed every set number of months or weeks until cancelled.
- Class pack: Paid once, with a specified number of credits.
- Time pass: Paid once, valid for a specified number of days without a total cap.
- Optionally enter a Category to organize your plans.
- Under Description, explain what the plan includes and who it is intended for.
- Configure the plan's start date, pricing, access rules, limits, and purchase restrictions using the sections described below.
- In the Save panel, select For sale if the plan should be available for purchase.
- Click Add Plan to save.
Quick tip:
Use descriptive plan names that help customers understand what they are purchasing. For example, "8 Classes per Month," "Unlimited Yoga Membership," "10-Class Pilates Pack," or "7-Day Studio Pass."
Step 3. Configure recurring membership billing
When you select Membership as the plan type, the Payment options section lets you configure recurring billing.
You can create more than one payment option for the same membership, such as monthly and annual billing.
Add a membership payment option
- Open the membership plan you want to configure.
- Find the Payment options section.
- Under Name, enter a name such as Monthly or Annual.
- Under Price, enter the amount to charge each billing period.
- Under Every, choose the billing frequency in weeks or months.
- Under Billing day, choose when members should be billed.
- Optionally enter a Joining fee and configure when it applies.
- Under Minimum cycles, configure a minimum membership term if needed.
- Under Members cancel, choose the cancellation behavior.
- Optionally configure the cancellation fee and fee-free cancellation window.
- Click + Add payment option to create an additional billing option.
- Save the plan.
Example: Monthly and annual membership
You can offer the same membership with different payment options:
- Monthly: $89 every month, with monthly renewal.
- Annual: $890 every 12 months, with annual renewal.
Both options can provide the same class access while allowing customers to choose their preferred payment schedule.
The system keeps the price and billing period the member originally purchased. Changing the plan's advertised price does not automatically change existing members' agreed prices.
Configure joining fees and minimum terms
A joining fee is an additional charge associated with starting or changing a membership, according to the selected payment option.
A minimum term defines how many billing cycles the member must complete before they can end the membership under the normal cancellation rules.
For example, you could offer a monthly membership with a three-month minimum commitment.
Important:
Configuring recurring membership billing does not automatically enable online card collection. Online payments and automatic billing require a compatible Payments connector. Without it, the system can keep membership and billing records, but payments must be collected and recorded manually.
Step 4. Create prepaid class packs and time passes
Class packs and time passes are alternatives to recurring memberships. Customers purchase them once rather than committing to recurring billing.
Create a class pack
- Navigate to Classes → Members → Plans.
- Click Add New Plan.
- Enter a plan name, such as 10-Class Yoga Pack.
- Under Kind, select Class pack.
- Configure the one-time price and number of included credits using the class-pack fields.
- Configure the validity period and when the pack becomes active.
- Under What it covers, select the eligible classes and locations.
- Configure any applicable usage limits and purchase restrictions.
- Enable For sale and save the plan.
For example, a 10-class pack might cost $120, include 10 class credits, and remain valid for 90 days.
Each eligible class booking normally uses one credit. The system tracks the remaining credits and the pack's expiration date.
Create a time pass
- Navigate to Classes → Members → Plans.
- Click Add New Plan.
- Enter a name, such as 7-Day Gym Pass.
- Under Kind, select Time pass.
- Configure the one-time price and number of valid days.
- Choose when the pass starts.
- Select the eligible classes, open-gym access, and locations.
- Configure any booking or visit limits if necessary.
- Save the plan.
Unlike a class pack, a time pass does not have a fixed total credit balance. It provides access during its validity period, subject to the plan's other limits.
Choose when a plan becomes active
Under What it is, use the It starts setting to configure the plan's activation behavior.
For example, a plan may begin when it is purchased or on a configured later date or event, depending on the plan type and available start options.
Review this setting before publishing because it determines when the customer's access period begins.
Note:
Memberships, class packs, and time passes use the same plan creation screen, but some fields change according to the selected Kind. Configure the price, credits, duration, and billing details appropriate to the plan type.
Step 5. Choose which classes and locations a plan covers
Each plan controls which classes, courses, and locations its holder can access.
For example, you can create a yoga-only membership, a plan covering all group fitness classes, or a pass limited to one studio location.
Configure plan coverage
- Open the plan in Classes → Members → Plans.
- Find the What it covers section.
- Under Classes, choose whether to cover every class or restrict the plan to selected classes.
- Under Open gym, enable Covers open gym at its locations if members should be allowed to use eligible open-gym facilities.
- Optionally enable Visits count toward the overall limits (and use a pack's credits).
- Under Locations, select the locations covered by the plan.
- Save the changes.
If no locations are selected, the plan applies to every location.
Courses can also be covered by plans once courses have been configured.
Example: Yoga-only membership
A studio could configure a monthly yoga plan to include:
- Morning Yoga and Evening Yoga classes.
- No Pilates or private training sessions.
- One studio location.
- No open-gym access.
Customers holding the plan can book eligible sessions according to the membership's usage limits and booking rules.
Step 6. Configure booking and usage limits
Usage limits control how frequently members can book classes or visit your facilities.
You can apply multiple limits to the same plan.
Add a usage limit
- Open the plan you want to configure.
- Find the Limits section.
- Click + Add limit.
- Under How many, enter the maximum number of bookings or visits.
- Under Of what, choose the activity or class category to which the limit applies.
- Under Per, select the period over which the limit is measured.
- Use A class limit to configure how the class-specific restriction works, when applicable.
- Add additional limits if needed.
- Under Limits reset, choose the reset method.
- Save the plan.
The interface supports calendar-based resets and membership billing-cycle resets where applicable.
Example: Eight classes per month
For a monthly fitness membership, you could set:
- Eight total class bookings per month.
- Maximum two bookings per day.
- Limits reset each billing cycle.
These limits work together. For example, a member who has unused monthly credits cannot exceed the daily booking limit.
If no usage limit is configured, access is unlimited within the plan's other eligibility and validity rules.
Quick tip:
You can combine overall limits with class-specific restrictions. For example, allow eight classes per month but limit members to two premium Pilates sessions during that period.
Step 7. Configure who can purchase a plan
You can control whether a plan is publicly listed, available for self-service purchase, or restricted to particular customers.
- Open the plan in Classes → Members → Plans.
- Find the Who can buy panel in the right sidebar.
- Configure the following options:
- Listed for members: Display the plan in the public membership listing. Hidden plans can still be sold by staff or accessed through a direct link.
- Members buy it themselves: Allow eligible customers to purchase the plan online. Turn this off for staff-only sales.
- New members only: Restrict the plan to customers who qualify as new members.
- One per member: Restrict members from purchasing the plan more than once.
- Free trial: Mark a free class pack or time pass intended for new members only.
- Save the plan.
Example: Offer a free trial
To offer new customers a free first class:
- Create a new Class pack.
- Set its price to zero.
- Configure one included class credit.
- Select the eligible classes.
- Enable New members only.
- Enable One per member.
- Enable Free trial.
- Save the plan and review how the offer appears to customers.
Example prompt: Promote a free trial
Add a free first-class promotion to my yoga studio website. Offer one complimentary beginner yoga session to new customers. Add a "Try Your First Class Free" section to the homepage and link it to the available trial classes. Match the design to the rest of the website.
Step 8. Configure family memberships and membership holds
Plans can support family sharing and temporary membership holds.
These options are configured under Holds and family on the plan creation or editing screen.
Configure family sharing
- Open the plan you want to configure.
- Scroll to Holds and family.
- Under Family, choose the appropriate sharing option.
- Review the plan's limits to make sure they work for the selected family arrangement.
- Save the plan.
Depending on the selected family-sharing configuration, family members can use shared credits, individual limits, or a combination of both.
Create a family record
To organize parents, children, and other family members:
- Navigate to Classes → Members → Families.
- Click Add New Family.
- Optionally enter the family Name. If left empty, the family uses its first manager's last name.
- Under Manager, enter the email address or member ID of an existing adult member who is not already in a family.
- Click Add Family.
- Open the saved family record to add more family members.
Family managers can manage bookings and eligible purchases on behalf of children. Children do not need their own email addresses or login accounts.
Configure membership hold rules
A membership hold temporarily suspends a member's access and adjusts billing according to the membership rules.
Under Holds and family, configure:
- Hold fee: An optional amount charged once per billing period while the membership is on hold.
- Longest hold (days): The maximum number of days a membership can be paused. Leave empty for no limit.
- Holds in twelve months: The maximum number of holds permitted during a 12-month period. Leave empty for no limit.
- Members hold it themselves: Allow members to initiate holds within the configured rules, when member holds are enabled in Settings.
Note:
When a membership is placed on hold, booking access is suspended during the hold period. Existing bookings within that period are cancelled according to the hold rules. Holds during a minimum membership term extend that term by the hold duration.
Step 9. Add a membership agreement
You can require customers to accept an agreement when purchasing a membership.
This is useful for explaining recurring billing, membership commitments, cancellation terms, and other conditions.
- Open the membership plan.
- Find the Agreement section.
- Enter the terms in Agreement text.
- Save the plan.
When an agreement is configured, buyers accept it by typing their name. Leave the agreement field empty if no plan-specific agreement is required.
Important:
Make sure your membership agreement clearly describes the recurring price, billing frequency, minimum term, cancellation rules, and any additional fees. The agreement should comply with the legal requirements that apply to your business and customers.
Step 10. Sell a plan and manage member memberships
Once you have created a plan, you can offer it for purchase through your website or sell it directly to a member through WordPress admin.
Sell a plan to a member
- Navigate to Classes → Members → Member plans.
- Click Sell a Plan.
- Select the member and the plan they want to purchase.
- Review the available payment and activation options.
- Confirm the sale.
After a plan is sold, it appears in the Member plans list along with its status, remaining credits, next billing or expiration date, and purchase information.
Understand member plan statuses
The Member plans screen includes the following status filters:
- Running: Active plans that members can use according to their access rules.
- On hold: Memberships that are temporarily paused.
- Blocked: Plans that are restricted, for example because of unresolved billing problems.
- Cancelling: Plans scheduled to end under their cancellation rules.
- Ended: Plans that have expired or been cancelled.
You can open an individual member plan to review its details and manage its lifecycle.
Change, renew, or cancel a member's plan
- Navigate to Classes → Members → Member plans.
- Find the member's plan using the available filters.
- Open the plan record.
- Choose the relevant action, such as changing, renewing, placing on hold, or cancelling the plan.
- Review the effective date and any payment adjustments.
- Confirm the action.
Membership upgrades begin immediately, with eligible unused value from the previous plan applied to the new plan according to the upgrade rules.
Downgrades are scheduled for the end of the current billing cycle and are restricted during an active minimum term.
Staff can also cancel plans according to the allowed cancellation options, including immediate cancellation, end-of-cycle cancellation, or a selected cancellation date.
Important:
Cancelling a membership does not automatically refund unused membership time. If a refund is appropriate, staff must review and process it separately. The plugin also supports restoring a membership that was cancelled by mistake while preserving its history.
Step 11. Review bills and membership payments
The Money section is where you manage billing records, payments, account credit, discounts, gift cards, referrals, and tax settings.
Review membership bills
- Navigate to Classes → Money → Bills.
- Choose a status filter:
- To do: Bills that require action.
- Upcoming: Bills scheduled for a future date.
- Problems: Bills with payment issues.
- Paid: Bills that have been settled.
- All: Every billing record.
- Use Filter to narrow the list or Export to export billing data.
- Open a bill when you need to review its details and payment status.
The billing list shows the member, reason for the charge, due date, total amount, outstanding balance, and bill status.
Add a one-time charge
You can create a one-time charge for a member, such as an additional service, adjustment, or fee.
- Navigate to Classes → Money → Bills.
- Click Add New Charge.
- Under Member, enter the member's email address or member number.
- Under For, describe the reason for the charge.
- Under Amount, enter the amount to charge.
- Under Due, choose the payment due date.
- Click Add Charge.
If the Payments connector is available and the member has an eligible saved payment method, the provider may collect the charge automatically. Otherwise, the charge can remain payable at the desk.
Review payment history
- Navigate to Classes → Money → Payments.
- Review the payment list.
- Use Filter or Export as needed.
Payment records show when a payment occurred, the associated bill and member, the amount, payment method, and status.
Understand the Payments connector
Classes & Memberships manages plan pricing, billing schedules, outstanding amounts, and payment records.
The separate Payments connector handles online card collection and provider-side payment operations.
Without the connector:
- Online payment buttons are not available.
- Membership and billing records can still be created.
- Payments must be collected and recorded manually.
- Refunds can be recorded, but the plugin cannot send money back through a payment provider.
- Automatic billing and saved payment methods are unavailable.
Important:
The Payments connector is required for automatic online payment collection. If it is not connected, you can continue using the Classes & Memberships system with offline payments such as cash or bank transfer.
Step 12. Manage account credit
Account credit is a monetary balance that members can use toward future bills.
Credit may come from refunds, membership upgrades, gift cards, referral rewards, or manual adjustments made by staff.
Add or remove account credit
- Navigate to Classes → Money → Credit.
- Find the Add or take account credit section.
- Under Member, enter the member's email address or member number.
- Under Amount, enter the amount to add.
- To remove credit, enter a negative amount.
- Under Why, enter the reason for the adjustment.
- Click Save Credit.
The account credit list records each movement, its source, amount, resulting balance, and any note.
Note:
Account credit is different from class-pack credits. Account credit represents money that can be applied to bills, while class-pack credits represent eligible class bookings or visits.
Step 13. Create discount codes
Discount codes allow you to offer percentage or fixed-amount reductions for eligible purchases.
You can apply discounts to memberships, class packs, courses, drop-in bookings, and gift cards according to the rules you configure.
Create a discount code
- Navigate to Classes → Money → Discount codes.
- Click Add New Discount Code.
- Under Code, enter a code such as WELCOME20.
- In What it takes off, choose:
- A percent: A percentage reduction.
- A fixed amount: A fixed monetary discount.
- Under How much, enter the discount value.
- Under What it is valid for, choose the eligible purchases:
- Every plan.
- Drop-ins.
- Courses.
- Gift cards.
- If needed, restrict the discount to specific plans.
- Under Dates and limits, configure the validity period and usage restrictions.
- Click Add Code to save.
Configure discount dates and limits
The Dates and limits section includes:
- From: The date the discount becomes available.
- Until: The expiration date.
- Uses in total: The maximum number of times the discount can be used.
- Uses per member: The maximum number of uses allowed for each member.
- Bills of a membership: The number of membership bills to which the discount applies. Leave empty to apply it to every eligible bill.
- New members only: Restrict the promotion to eligible new members.
- Note: An optional note about the discount.
Example: 20% off the first membership payment
You can create a promotion with the following configuration:
- Code: WELCOME20.
- Discount type: A percent.
- How much: 20.
- Valid for: Membership plans.
- Bills of a membership: 1.
- Uses per member: 1.
- New members only: Enabled.
This gives eligible new customers 20% off their first membership bill without automatically discounting future renewals.
Example prompt: Promote a membership discount
Create a promotional section on my fitness studio website offering new customers 20% off their first membership payment with the code WELCOME20. Include a clear call-to-action linking to the membership pricing page. Match the design to my existing website.
Note:
Discounts are calculated before tax. Fees are not discounted. You can also use Make Codes in Bulk on the Discount codes screen when you need multiple promotional codes.
Step 14. Sell and manage gift cards
Gift cards allow customers to purchase a monetary amount that another person can redeem as account credit.
Gift cards may be purchased through the website or sold directly by staff.
Sell a gift card
- Navigate to Classes → Money → Gift cards.
- Click Sell a Gift Card.
- Enter the required gift card details, including the amount and recipient information.
- Configure the available delivery details.
- Review the payment arrangements.
- Confirm the sale.
The Gift cards screen lets you review cards using the following filters:
- Waiting for payment: Gift cards whose payment has not been completed.
- Ready: Gift cards available for delivery or redemption.
- Sent: Gift cards that have been sent.
- Redeemed: Gift cards that have been redeemed.
When redeemed, the gift card amount is added to the recipient's account credit.
Note:
Gift cards can be disabled until the first one is sold or the feature is enabled through the plugin settings. The gift card feature uses account credit rather than class-pack credits.
Step 15. Configure referrals
The referral feature allows existing members to recommend your business to new customers.
Members can share referral codes, while staff can review referrals and confirm rewards according to the configured referral rules.
Manage referral activity
- Navigate to Classes → Money → Referrals.
- If referrals are disabled, open the plugin's Switches settings and configure the feature.
- Review the referral records.
- Use the available filters to review referrals waiting for a first plan, confirmed referrals, or declined referrals.
- Confirm eligible referrals after the new customer has purchased their first qualifying plan.
- Review any account credit awarded to the referring member.
The referral list shows the new customer, referring member, status, credit awarded, and referral date.
Note:
Referrals are disabled by default until configured. The referral program can be used to reward existing members with account credit after a qualifying new-member purchase has been confirmed.
Step 16. Configure taxes for membership purchases
You can configure tax rates that apply to different types of purchases made through your class-booking website or app.
Add a tax rate
- Navigate to Classes → Money → Tax.
- Click Add New Tax Rate.
- Under Name, enter a descriptive name for the tax.
- Under Rate (percent), enter the applicable percentage.
- Under Applies to, select the eligible purchase types:
- Plans.
- Drop-ins.
- Courses.
- Gift cards.
- Fees.
- Under Order, configure the order in which the rate applies.
- Save the tax rate.
- Review the tax settings under Classes → Settings → Money.
The tax system supports up to two rates on a billing line, with rates applied according to their configured order and calculation settings.
Important:
Creating a tax rate does not necessarily enable tax collection. Make sure tax is enabled in the Money settings and configured correctly before accepting payments. Tax requirements depend on your business location and applicable laws.
Step 17. Customize the customer-facing membership pages
Customers can browse available plans through the membership section of your website or web app.
The appearance of these pages depends on your website design, but the underlying plan information is managed through Classes & Memberships.
Review the public membership page
For example, a studio website can display a Choose a membership section where customers browse available plan categories, including:
- Class packs.
- Monthly memberships.
- Gift cards.
Customers can review the available options and choose the plan that best fits their needs.
Review the member account experience
Members can access their memberships and credits through their account area.
For example, the My memberships & credits page can help customers:
- Review active memberships and passes.
- View their remaining class credits.
- Check membership status and renewal information.
- Access available membership management actions.
- Browse additional memberships when they have no active plans.
Example prompt: Redesign the membership pricing page
Redesign my studio membership page with three clear pricing cards for monthly memberships, class packs, and unlimited passes. Show the price, billing frequency, included classes, and key benefits of each plan. Highlight the most popular option and add clear purchase buttons. Use the same fonts, colors, and visual style as the rest of my website.
Quick tip:
Before publishing the membership page, make sure at least one plan is marked For sale and that its purchase visibility settings allow customers to see it. If no plans are displayed, review the Who can buy options on the plan.
Step 18. Test memberships and payments before publishing
Before selling memberships to real customers, test the purchase and plan management experience.
- Navigate to Classes → Members → Plans and confirm that your plans are configured correctly.
- Check the price, billing frequency, class eligibility, limits, and purchase restrictions.
- Make sure the appropriate plans are marked For sale.
- Open the customer-facing membership page and check that eligible plans appear.
- Create a test member if necessary.
- Sell a test plan or complete a test purchase through the website where payment functionality is available.
- Navigate to Classes → Members → Member plans and verify that the plan appears.
- Check its status, remaining credits, and next billing or expiration date.
- Book an eligible class using the plan and confirm that the relevant usage limits are applied.
- Review the resulting bill or payment record under Classes → Money.
- Test any relevant discount code, hold, or cancellation rules.
- Publish or update your website or app when the membership experience is ready.
Important:
If you plan to accept online membership payments, connect and test a supported payment provider before making your plans available to customers. Without the Payments connector, automatic card collection and payment-provider refunds are unavailable.
What to do next
Once your membership plans and payment settings are configured, you can start selling plans and managing your members' bookings, attendance, and account activity.
Continue with How to Manage Members, Bookings, Attendance, and Studio Operations with 10Web to learn more about daily studio management.