Start a Membership

A membership connects a student to a plan and handles recurring billing. You can set one up in a few guided steps.

Prerequisites

• A membership plan that is Active.
• The student already added to your academy.

Start a membership

1. Open the student's profile and go to the Billing tab.
2. Under Memberships, click to add a new membership. The wizard opens.
3. Step 1 — Student: confirm the student.
4. Step 2 — Plan: choose a plan, or create a custom plan for this student.
5. Step 3 — Schedule: set the start date and, if the plan has one, the trial end date.
6. Step 4 — Payment: choose how the membership is paid:
   • Card on File — charge the student's saved card automatically. (This option appears only if you have a card gateway set up.)
   • Manual Payment — collect payment yourself; the membership appears in Pending Collections until you confirm payment.
   • Email a Secure Link — email the student a link to enter a card.
7. Step 5 — Review: check the details and create the membership.

Manage memberships

Go to Billing → Memberships to see every membership and open one for full control.

On a single membership you can:

• Start a scheduled or paused membership.
• Edit the plan, price, or schedule.
• Freeze (pause) for a set number of days, or indefinitely.
• Cancel at the end of the period, or Cancel Immediately.
• Retry a failed charge.

Retry all failed charges at once

On the Memberships page, use Retry All Failed to reattempt every failed charge. There is a short cooldown between bulk retries.

Related

• Manage Student Billing
• Manual Payment Processing