Configure paid membership plans

Use **Clients > Membership > Membership Tiers** in an eligible Enterprise workspace. Paid memberships use existing active client groups. Review their service availability and prices before offering the groups as paid plans.

Set up the program

1. Open setup or edit the program and choose **Paid memberships**.

2. Enter Program name, select the Base group, and add a distinct Client group for each tier.

3. Arrange the tier order. The Base group is not a paid tier.

4. In Qualification, choose **Currency** and **Billing period**: Monthly or Yearly.

5. Choose **Plan selection**: **Choose any plan** allows direct selection of a visible plan; **Progress in order** starts clients at the first paid tier.

6. Set a positive Price for each active paid tier.

7. Complete Client display and the expiry policy, then review and activate the program.

Client presentation

Use clear display names, descriptions, and benefits that match what each group actually provides. A recommended badge is a presentation choice. Enabling **Show memberships before sign-in** publishes visible paid plans on the public Memberships page; guests sign in before selecting a plan.

Verify the outcome

Confirm the program is Active and Membership Tiers is enabled under Settings. Check Members for actual assignments and Valid until. Configuring or activating a plan does not prove a particular client paid, received a renewal, or obtained a provider refund. Review that client’s invoice and membership record separately.

When a plan is unavailable, check its active and client-visibility settings, group availability, progression policy, and staff/workspace access. Do not create a second program simply to bypass a validation error; inspect the current draft and active program first.