Assign a membership or block card

Give a client a product, collect payment at the studio, send a Swiss QR invoice, or email bank-transfer details, 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, bank transfer, cash, or complimentary.
3
Set the price
The catalog price is filled in; you can override it or add a percent or fixed discount. Invoice and bank-transfer price changes need a logged reason.
4
If you chose invoice or bank transfer, set due date and activation
On payment keeps the product inactive until payment is marked received. Immediately makes it usable now while the receivable stays open. On a fixed date starts access on that date even if payment is still unpaid.
5
Assign, or save a draft and send
Cash and complimentary assignments take effect immediately. For invoices, Assign and send emails a StudioPlan PDF with a Swiss QR payment slip. For bank transfer, Assign and send bank details emails the client your IBAN, amount, and payment reference. Save as draft to review under Payments → Receivables. Mark receivables as paid there once the payment arrives.

Open invoice amounts also appear on the client's Payments tab, with the invoice number on the membership or block card.
QR invoices require the method to be enabled under Studio → Payments, plus a valid IBAN and complete studio address.
Cash and complimentary sales do not create an invoice PDF.