CORE | Create Memberships and Packages

Jun 02, 2025

Overview

This article covers how to create memberships and session packages in CORE — and the key difference between the two. Memberships are billed on a recurring basis (e.g. weekly or monthly), while packages are one-time purchases (e.g. a 10-class pack).

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Prerequisites

Admin access to CORE
Understand your billing and credit structure
Session types already created (if limiting by session type)

Step-by-step instructions

Step 1: Access Retail Configurations

Go to the Payments tab.
Select Retail Configurations.
You’ll see tabs for both Memberships and Single Packages.

Tip: Memberships = recurring billing. Packages = one-time purchase.

Step 2: Create a new package or membership

Click Create New in the top right corner.
Select either the Memberships or Single Package tab depending on what you're creating.
Enter a Package Name — this will appear in the app and on widgets.
Add a Package Description that’s client-friendly.

Step 3: Assign categories

Under Package Categories, click the Edit icon.
Add or select relevant categories (e.g. "Monthly", "Unlimited", "Intro Offers").
Click Save to confirm.

Tip: These categories help organize offerings on your website and app.

Step 4: Enable online sales

Toggle Enable Client Purchase Online ON to sell via the app and web.

Step 5: Set billing cycle and length

Under Billing Cycle, choose how often to bill (e.g. every 2 weeks, monthly).
Choose a Package Length:
- Select Unending for ongoing billing until cancelled.

Step 6: Set pricing and taxes

Add the recurring Price (e.g. $120 every 2 weeks).
Toggle tax settings as needed.
(Optional) Add a One-Time Setup Fee to the first invoice.

Step 7: Set credit access

Choose how many credits are included:
- Unlimited or limited (e.g. 1 per week).
Assign to specific Session Types.

Tip: Use this to tailor access — e.g. unlimited strength classes, but 1 yoga class per week.

Step 8: Configure shared location access

Toggle Shared Locations ON to allow roaming between studios.
(Optional) Turn on Minimum Home Usage:
- Set a number of days before roaming access is granted.

Step 9: Apply limits and offers

Enable Intro Offer to restrict to new clients.
Limit to Sale to cap the total number sold (e.g. 50).
Limit to Purchase to restrict per-client (e.g. 1 per client).
Client Online Purchase Expiry to set a removal date.

Step 10: Set advanced scheduling (optional)

Set First Payment Date:
- Set a future start date (e.g. presale or opening day).
Set First Allocation Date:
- Controls when credits become active.

Tip: These are often used during presales to delay billing and access.

Step 11: Configure cancellation settings

Toggle Minimum Cancellation Term ON to lock in members for a set period.
(Optional) Add a Cancellation Fee (e.g. $50).
Toggle Enable Clients to Cancel Membership to allow self-cancellation via the app.