There are two ways that a client can have a membership associated with their account. Clients may choose to purchase a membership from you, or you may assign the membership to their account manually. In this guide, we will walk through the steps required for both of these processes.

For more general information on memberships, check out our Membership Basics help guide. If you are looking for information on building memberships, see our guide on Creating & Editing Memberships.

The most common way for a client to gain access to a membership is by purchasing it from you. Your clients can purchase any of your publicly available memberships via the Public Membership Portal. To get the link for this page, click on the Links/Integrations icon near the bottom of the left-hand menu bar.

Scroll down the page to locate the "Memberships" card. This card includes the Link to your Membership Portal and code for its Website Integration. Both the link and the widget will allow your clients to view and purchase any memberships you have set to Public. For more information about incorporating the Public Membership Portal into your website, check out our guide on Using Links & Website Integrations.

Let's take a look at the Membership Portal as your clients will see it. Use the "Copy Link" button to copy the URL to your clipboard, or use the "Visit Page" button to automatically open the page in a new browser tab.

The main page will list all of the memberships currently set as Public, displaying their name, description, and payment details (price and billing frequency).

Selecting one of the listed memberships will start the registration process. When the client clicks on the membership they are interested in they will be prompted to enter their First Name, Last Name, Email, and Phone Number.

After the client has entered their information and clicked the "Subscribe" button they will be taken to the payment screen. Here, clients can enter their payment info and then select the "Pay" button to complete their subscription.

After payment has been completed, the subsequent screen will differ slightly depending on the email that was entered at the "Your Info" stage of registration. If the email entered belongs to a client that has previously created a Client Portal password, they will be prompted to enter their password to log in and view their Account.

If the client is new or has yet to create a password for their Client Portal account, they will instead be prompted to choose a password.

In either case, entering their password and clicking the "Sign in" button will take the client to their Client Portal Dashboard. Any courses linked to the chosen membership will now be accessible at the bottom of the Dashboard.

The client can also use the Client Portal to view and cancel any of their current subscriptions. To access this information, they just need to click their name at the top right corner of the page and select "Memberships" from the drop-down menu.

This page will list all of the membership subscriptions associated with their account, whether Active, Paused, or Inactive. Each line entry will include the type of Membership, any Available Courses linked to it, the Price, the Payment Frequency, the date their subscription Expires (if any), and the current Status. All Active memberships will also have a "Cancel" button, allowing the client to cancel their subscription at any time.

You may also choose to sell your memberships to your clients through the Client Portal. To do this, the "Display Purchase Membership Button" toggle in your Client Self-Booking Settings must be set to Enabled (purple).

With that setting turned on, customers logged into their Client Portal account will have access to a "Shop" button. Selecting "Shop" then "Memberships" will take the client to the Memberships Portal, allowing them to view and subscribe to any of your publicly available memberships.

It is also possible to manually assign memberships to a client's account. Assigning a membership gives the client access to all components of the membership without them needing to purchase it. Use this method for any case where you want to gift a membership free of charge.

Start by locating the Customer Profile to which you want to assign the membership. Once you have opened the Customer Profile page, locate the "Memberships" list beneath the client's contact information and pet list. This section will list all of the memberships associated with the client's account, whether Inactive, Active, or Paused, and will display their current status along with action buttons (pause/restart and cancel).

If the client is yet to have any memberships associated with their account the "Memberships" section will still be displayed on their profile, provided you have created at least one membership.

To assign a new membership to the client's profile, click the "Add" button at the top-right corner of the Memberships section.

That will open an "Add Memberships" window.

Click the "Select Membership" field to open a drop-down menu with a list of all of your current membership options.

Choose the desired membership from the list, then click the "Add Membership" button to assign the membership to the client's account.

The membership subscription will now be listed as Active on the client's account. Remember that assigning memberships in this way foregoes the payment process. The client will receive all the benefits of the membership without needing to submit payment.

The default status for any membership subscription is Active. Unless manually changed by your team or the subscribing client, a subscription will remain Active until its expiry. Memberships set up for One-Time payment or without an expiry will remain Active indefinitely. The status may be changed manually at any time, however. This change can be made by you and your team or by the client themself. In this section of the guide, we will discuss what the process looks like both from your view and from the client's.

Any Active membership subscription may be paused or cancelled from a client's Customer Profile page. Once you have located the profile for the desired client, scroll down to their "Memberships" list. All Active and Paused subscriptions on this list can have their status changed using the two action buttons next to their name. Active memberships will have "Pause" and "Cancel" buttons, while Paused memberships will have "Resume" and "Cancel" buttons.

Pausing an Active membership will temporarily suspend it. Payments for that membership will be interrupted and access to any related courses/services will be lost.

Canceling a membership subscription (whether Active or Paused) changes its status to Inactive, stopping all further payments and immediately removing any access to the associated courses and services.

When any selection is made to edit the status of a membership subscription, a related confirmation window will populate. Select the "Cancel" button to go back or click "Continue" to confirm the action.

Clients may also choose to cancel their membership subscription themself. This can be done through the Client Portal. Once the client has logged in, they can click their name at the top right corner of the page and select "Memberships" from the drop-down menu to get to their Memberships page.

This page will list all of the membership subscriptions on their account, Active, Paused, and Inactive. Each line entry will include the type of Membership, any Available Courses linked to it, the Price, the Payment Frequency, the date their subscription Expires (if any), and its current Status. All Active subscriptions will also have a "Cancel" button located at the end of the line entry, to the right of their Status.

Selecting the "Cancel" button opens a confirmation window. The client can then select the "Cancel" button to go back or click "Continue" to confirm their cancellation.

If the client chooses to cancel their membership subscription, it will be marked as Inactive and they will immediately lose access to all services and/or courses that were linked to their subscription. A green confirmation message will display at the top of the memberships page, verifying their cancellation.

There are a few of important things to remember about Inactive (cancelled) membership subscriptions.

For more detailed information on memberships and subscriptions, check out our other membership-related help guides:

Note that if you are looking to configure a membership for the express purpose of controlling access to one or more of your services/series, you may also find our Can I restrict access to a service? FAQ article useful.