When creating or editing a membership through Finance → Offerings you find the steps Registration and Rules. Here you determine how members register and what they can then manage themselves in the app and member portal.
📍 Go directly to Offerings: coach.fitsociety.nl/offers/services
Registration step
Enable terms and conditions – the registration form then shows a terms section. Write or paste text in the field Terms and conditions.
Member signature – Use company default, Enabled or Disabled
Payment step – Required, Optional or Hidden
Default payment method and Allowed payment methods – Link auto, Payment link, SEPA direct debit, Already paid and Free. These methods are available when sending membership details to a member for signing.
Member may enter SEPA details – with SEPA, the signing page requests account holder and IBAN
Rules step: member self-service
Choose what members may do themselves in each tab. If a section is disabled, only the coach can perform that action.
Cancel
Members can cancel themselves – shows a cancellation button in the app and member portal
When can the member cancel?, Notice period + Unit – a calculated end date example appears below the fields
End date falls on – e.g. End of current invoice period, or rounded to the contract period's end
Allow later end date – the member may choose a later date in the cancellation form
Access after cancellation – Access until end date, or Revoke access immediately
Approval required, Reason required, Message required and Signature required
Pause
Members can pause themselves, optionally with Approval required and Signature required
Limits (0 = no limit): Max. days per pause, Max. number of pauses and Max. total paused days
During a pause: Access during pause, Block credits, Extend credit validity and Shift next credit issue
Renew
Send offboarding email – sent 7 days before the end date, based on the central offboarding template
Members can renew themselves, optionally with Approval required and Signature required
Allow fixed-term renewal or Allow indefinite renewal, with Renewal period and Renewal window in days (0 = renewal always allowed)
Switch
Members can upgrade and/or Members can downgrade, optionally with Approval required and Signature required
Under Upgrade options and Downgrade options choose which memberships members can switch to. Downgrades take effect at the next invoice period by default.
💡 Register members and collect signatures using the registration form. The terms and payment methods configured here are used there.