Assign a membership or block card

Give a client a product, collect payment at the studio or put it on an invoice, and choose when it becomes active.

4 min read

Before you start

1
Open the client
Go to Clients and open the client. Switch to the Memberships tab.
2
Start Assign product
Choose Assign product. Pick a membership or a block/time card, then how it is paid: invoice, cash, bank transfer, or complimentary.
3
Set the price
The catalog price is filled in; you can override it or add a percent or fixed discount. Invoice price changes need a logged reason.
4
If you chose invoice, set due date and activation
On payment keeps the product inactive until the invoice is paid. Immediately makes it usable now while the invoice stays open. On a fixed date starts access on that date even if the invoice is still unpaid.
5
Assign, or save a draft and send
Cash, bank, and complimentary assignments take effect immediately. For invoices, save as draft to review under Payments → Receivables, or Assign and send to email the Stripe invoice. The product, invoice, and later payment stay linked so the same assignment cannot be billed twice.

Open invoice amounts also appear on the client's Payments tab, with the invoice number on the membership or block card.
If Stripe is not connected or the client has no email, an invoice assignment is still saved as a draft.
Cash, bank, and complimentary sales do not create a Stripe invoice PDF.

Our support team is happy to help you get set up.