Build Recurring Revenue — Without Building It Yourself
Memberships, packages, gift cards, and member discounts in one engine. Real Stripe subscriptions — not prepaid balance hacks. Family plans with shared or per-member credits.
Four Recurring-Revenue Engines Wired Together
Memberships drive predictable monthly revenue. Packages capture prepay. Promotions move slow times. Retention marketing brings lapsed customers back. All four share the same data.
Memberships Engine
Real recurring billing on Stripe or Cardknox. Three plan types — facility, credits, or hybrid. Family pools with shared or per-member credits.
Packages + Bundles
Prepaid bundles like 10-session packs or gift packages. Template-driven setup. Expiry rules and per-customer purchase tracking baked in.
Promotions
Promo codes shipped today. Sale-rule engine in flight — backend ready, UI rolling out. Member discounts auto-apply at checkout.
Retention Marketing
Audience segmentation, automation-triggered campaigns, AI reply handling. Bring lapsed members back without buying a separate marketing tool.
Memberships That Bill, Renew, and Pay Out Like Subscriptions
Not prepaid balance hacks dressed up as memberships. Real Stripe and Cardknox recurring billing. Three plan archetypes, family pools, automatic member discounts at checkout.
Three Plan Types
Facility-access, credit-based, or hybrid plans. Pick the model that fits your service mix instead of forcing one shape onto every customer.
- Facility plan — unlimited or capped access to a service set
- Credit plan — N credits per cycle, spent on services you define
- Hybrid plan — facility access plus monthly credits combined
- Per-plan eligible service list and credit conversion rules
- Configurable billing cadence (monthly, quarterly, annual)
- Per-plan trial windows, sign-up fees, and proration rules
Family Plans + Pooled Credits
One plan, multiple members. Credits can be shared across the family pool or allocated per member — your choice per plan.
- Add household members under one billing parent
- Pooled credits — anyone in the family draws from one bucket
- Per-member credits — each gets their own monthly allocation
- Per-member access caps to prevent one member burning the pool
- Family admin can view usage by member
- Member churn handled cleanly without canceling the parent plan
Stripe + Cardknox Recurring
Real subscription billing on Stripe or Cardknox. Failed-payment recovery, dunning, and proration handled by the processor — not by us pretending.
- Stripe Subscriptions or Cardknox recurring billing
- Failed-payment retry and dunning emails baked in
- Mid-cycle plan changes proration handled automatically
- Card-on-file updates flow through with Stripe Customer Portal
- Cancellation honors end-of-cycle by default, immediate on request
- Note: other processors are not yet supported for recurring
Member Discounts Auto-Applied
When a member books or checks out, the right discount applies automatically. No promo codes, no staff guessing the rate, no manual overrides.
- Per-plan discount rules (% off, $ off, or member-tier pricing)
- Applies on booking, walk-in, or product purchase at POS
- Stacks correctly with other promotions you've configured
- Visible in the customer's cart so they see the benefit
- Per-service exclusions for offerings you don't want discounted
- Audit log of every discount applied for finance review
No credit card required
Packages and Prepaid Bundles That Track Themselves
Sell a 10-pack of sessions, a gift bundle, or a multi-service bundle. The system tracks usage, manages expiry, and reminds customers before sessions run out — no spreadsheets.
Package Templates
Build packages from templates — N sessions of service X, mixed bundles, gift wraps. Configure pricing, expiry, and gifting rules once and reuse.
- N-pack templates for a single service
- Mixed bundles spanning multiple services
- Gift-package wrap with recipient email delivery
- Configurable pricing per template, with member-tier overrides
- Per-template buying limits and quantity rules
- Reusable across locations in a multi-location setup
Purchase Tracking + Usage
Every package purchase becomes a credit balance tied to the customer. Bookings draw from the balance automatically — staff doesn't track on paper.
- Credit ledger per customer per package
- Automatic deduction on booking confirm
- Per-package balance visible to staff and customer
- Refund or revoke specific credits without touching the package
- Reporting: balances outstanding, redemptions, expiry liability
- Customer can buy more credits before running out
Expiry Management
Configurable expiry per package — 30, 60, 90 days, or no expiry. Automatic warning emails or SMS before credits expire so customers redeem them.
- Per-template expiry rules (fixed window or no expiry)
- Customer notifications at configurable thresholds before expiry
- Staff override to extend expiry on case-by-case basis
- Expired credits release liability cleanly in your reporting
- Per-package extension policies for member tiers
- Audit trail of expirations and manual extensions
No credit card required
Promotions Without A Separate Marketing Tool
Promo codes ship today and work at checkout and on bookings. A sale-rule engine is in flight — the backend is in production, UI is rolling out. Member discounts apply automatically without codes.
Promo Codes — Shipped
Configure codes with discount rules, redemption caps, and per-customer or global limits. Customers enter at checkout or on the booking page.
- % off or $ off discount types
- Per-code total-redemption caps
- Per-customer redemption limits
- Date-bounded validity windows
- Service-specific or global codes
- Audit log of every redemption tied to the customer
Sale Rules — In Flight
Conditional pricing — buy 2 get 1, % off on Tuesdays, member-tier pricing tiers. Backend is in production, UI is rolling out to early-access accounts.
- Conditional pricing engine: if X then Y discount
- Time-window rules (e.g. Tuesday-Thursday only)
- Volume rules (e.g. 3+ sessions get tier-2 pricing)
- Member-tier overlays for VIP pricing
- Backend in production, UI rolling out — ask sales for early access
- No separate marketing-tool subscription required
Member Auto-Discount
Members never need a code — their discount applies automatically when they're identified at booking or checkout. Less friction, fewer support questions.
- Identifies the member on booking or login
- Applies the correct tier discount automatically
- Stacks with active promo codes per your rules
- Per-service exclusion for items you don't want discounted
- Member sees the discount in their cart pre-checkout
- Audit log per discount for finance reconciliation
No credit card required
Bring Lapsed Members Back Without Buying More Software
The marketing engine is built in — segmentation, campaigns, and automation triggers. AI reply handling closes the loop on members who reply but don't book. No separate marketing tool to subscribe to.
Audience Segmentation
Segment by last visit, plan status, lifetime value, or services taken. Find the members worth winning back, then target them with the right message.
- Last-visit segments (30 / 60 / 90 / 180 days)
- Plan-status filters: active, lapsed, cancelled
- Lifetime-value buckets to prioritize VIPs
- Service-history filters — re-target by interest
- AND / OR logic for compound segments
- Saved segments rerun monthly with fresh data
Automation-Triggered Campaigns
Campaigns fire on triggers — member cancels, last visit hits 60 days, credits about to expire. Built-in automation engine handles the rest — in flight for advanced multi-step flows.
- Triggers: cancel, expire-warn, last-visit threshold, no-show
- Per-trigger campaign template selection
- Multi-step nurture flows for complex retention paths (in flight)
- Per-campaign daily cap to prevent over-messaging
- Opt-out enforcement honored across every channel
- Per-campaign attribution back to bookings and revenue
AI Reply Handling
When a member replies to a retention SMS or email, the AI engages — answers the question, books the appointment, or escalates to staff. No dropped balls.
- AI reads replies and responds in the same thread
- Books appointments directly from a retention reply
- Answers price, schedule, and policy questions on the spot
- Escalates to a human if the customer requests it
- Per-thread context carried into the unified inbox
- TCPA-compliant opt-out detection built in
No credit card required
Recurring revenue works for
Industries already running memberships and packages on our engine
Powered By Four Connected Modules
Memberships rides on real payments. Promotions plug into the CRM. Retention sits inside campaigns. Each piece reinforces the next.
Popular in these industries: