SquareOS Docs
Admin Settings

Plans

Plans are the rate-card membership products the gym sells, such as monthly, quarterly, yearly, student, corporate, couple, PT-only, or class-only access.

What this page is for

Plans are the rate-card membership products the gym sells, such as monthly, quarterly, yearly, student, corporate, couple, PT-only, or class-only access.

Who should use it

Owner, manager, finance

Where to find it

/admin/subscription-list

Before you start

  • Plan duration defines membership validity. Sale-time payment arrangement defines whether the customer pays in full, recurring, or EMI.
  • How long the membership plan lasts before renewal or expiry.
  • Number of months for a custom-duration plan.
  • Base price, tax group, eligibility, freeze/transfer/upgrade rules, and service entitlement must match the real offer sold at the desk.
  • Do not create duplicate plans only to represent installment terms. Use payment arrangement during checkout.

Daily workflow

  • Before go-live, create only the plans staff can actually sell and support.
  • Test one sale per high-value plan to confirm tax, invoice, entitlement, and reports.
  • When changing price or duration, decide whether existing members keep old terms or only new sales use the change.

Watch out

  • Changing a live plan can affect checkout and reporting. Keep old plans inactive rather than deleting history.
  • Use the left menu to open related pages in Admin Settings.
  • Use Ask Docs for questions that are already covered in this public documentation.

On this page