Where to Find Memberships

• Click Settings in the top navigation bar.
• In the left sidebar, click Offerings.
• Select Memberships.
• Click + Create Membership.

Membership Details

Membership Name

Enter a clear name such as Monthly Massage Membership.

Description (Optional)

Add internal or client-facing details about what the membership includes.

Price & Billing Cycle

• Price – The cost per billing cycle.
• Tax (Optional) – Add tax if applicable.
• Billing Cycle – Choose Weekly, Monthly, or Yearly.
• Expires On – Set a fixed expiration date.
• No Expiration – Keeps the membership active indefinitely.

Important: Ruana does not automatically charge credit cards for memberships. Recurring payments must currently be processed manually by the clinic.

Cancellation Policy

• Number of Days – Required notice period.
• Type – Day(s), Week(s), or Month(s).
• Cancel Anytime – Allows cancellation without notice restrictions.

Visits Per Billing Cycle

• Define how many sessions are included per billing period.
• Select Unlimited Booking if there is no visit limit.

Assign Service to Membership (Required)

A membership must be assigned to at least one service. Without assigning a service, the membership will not function properly.

• Select a service from the dropdown.
• Optionally enter an Additional Fee.
• Click Assign.
• Click Save to finalize the membership.

Adding an Additional Fee per Service

You can assign multiple services to one membership and define an additional fee per service.

Example:

• Monthly Massage Membership includes massage at no extra cost.
• If also assigned to Chiropractic, you can add an additional fee (e.g., $20).
• This helps you use one membership across different service prices.

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Tip: After creating memberships, test them by attaching them to a patient and processing a manual invoice.