Members
Memberships
The Memberships tab on a member's profile shows all of their memberships -- active, paused, and cancelled. Each membership is displayed as a card with its plan details, billing information, pause history, and contract dates.
Membership statuses
Every membership has a status that reflects its current state:
- New -- The member has been created and has not started the onboarding flow yet.
- Onboarding started -- The member opened the onboarding flow but has not completed it.
- Active -- The membership is currently active and billing normally.
- Paused -- The membership is temporarily paused. Billing is suspended during the pause.
- Cancelled -- The membership has ended.
- Defaulted -- The member has defaulted on payments.
Membership status is updated automatically each day. Omoplata checks for active pauses and cancellation dates to determine the correct status.
Creating a membership
To add a new membership, go to the member's Memberships tab and click Add membership. Select a plan and price, then configure the start date and billing details.
Start date and billing
When you create a membership, you choose a start date and a payment day. The payment day is selected from the options your club has configured (for example, the 1st and 15th of each month, or specific weekdays). The first billing date is calculated automatically as the first occurrence of the chosen payment day after the start date.
Pro-rated charges
If the start date falls before the first billing date, a pro-rated charge is created covering the partial period between the start date and the first billing date. For example, if a membership starts on June 3 and the first regular charge is July 1, a pro-rated charge covers June 3 through June 30.
Sign-up fees
Plans can include one-time sign-up fees. When you create a membership for a plan that has sign-up fees, the fee names and prices are listed. A checkbox allows you to skip the sign-up charges if needed (for example, during a promotion).
Backdated memberships
You can create a membership with a start date in the past. When the start date is more than one billing period ago, all historical charges are generated immediately so the billing history is complete. When the start date is within the current billing period, only a pro-rated charge is created.
Viewing membership details
Each membership card displays:
Contract information
- Start date -- When the membership began.
- Contract duration -- The length of the initial commitment period (for example, 6 months, 12 months).
- Contract end date -- When the initial contract period expires. If a pause has extended the contract, both the original and extended dates are shown with the extension duration.
Billing information
- Price -- The recurring amount and billing frequency (for example, EUR 50.00 / monthly).
- Last charge -- The date of the most recent billing charge.
- Next charge -- The date of the upcoming billing charge.
- Recurring fees -- Any additional recurring fees attached to the membership, such as insurance or association fees, with their own amounts and frequencies.
Special pricing
If the membership uses a special price (for example, a student discount), a badge with the special price name is shown at the bottom of the card.
Signed contract
If the member completed the onboarding flow and signed a contract, a download link for the signed contract PDF appears on the card.
Multiple memberships
A member can hold more than one membership at the same time. This is useful when a member trains in multiple disciplines with separate plans, or when transitioning between plans. The Memberships tab shows all memberships, and you can filter between active and inactive (cancelled) memberships using the tabs at the top.
Cancelling a membership
To cancel a membership, click the Manage button on the membership card to open the Edit Membership modal. Click Cancel Membership to reveal a date picker where you choose the cancellation date.
Scheduled cancellation
When you set a cancellation date, the membership status changes to Active with a prominent red banner displaying the scheduled end date. The membership continues to function normally and billing continues until that date. No manual intervention is needed -- the membership automatically becomes inactive after the cancellation date passes.
The scheduled cancellation date is visible throughout the app and in the member portal, so both staff and the member can see when the membership will end.
Contract end date vs. cancellation date
The contract end date marks when the initial commitment period expires. The cancellation date is only set when a membership has been explicitly scheduled for termination. An active membership that continues month-to-month after the contract period has no cancellation date.
Pausing a membership
Click the Pause button on a membership card to open the pause modal. Pausing temporarily suspends a membership and its billing.
Creating a pause
When creating a pause, you configure:
- Start date -- When the pause begins.
- End date -- When the pause ends. Leave empty for an indefinite pause.
- Reason -- An optional note explaining why the membership is being paused (for example, "Vacation", "Injury", "Medical leave").
- Extends contract -- A toggle that determines whether the pause duration is added to the contract end date.
How pauses affect billing
During a pause, billing charges that fall within the pause period are skipped automatically. The system filters out any billing dates that occur between the pause start and end dates.
Billing resumes on the end date
Billing resumes on the pause end date, not the day after. If a pause ends on November 15 and the billing date is the 15th of each month, the member will be charged on November 15. Make sure to communicate this clearly to your members.
Contract extension
When "Extends contract" is enabled, the pause duration is added to the membership's contract end date. For example, a 30-day pause on a membership ending January 31 extends the contract to March 2. The membership card shows both the original and extended contract dates.
Editing a pause
Click the Edit pause button to modify an existing pause. You can change the end date, reason, and contract extension setting. If the pause has already started, you cannot change the start date.
When editing a pause with contract extension, the old extension is reverted and the new extension is applied, keeping the contract dates accurate.
Pause history
The membership card shows active and future pauses as prominent alerts:
- Active pauses appear in amber, showing the date range, duration, and reason.
- Scheduled (future) pauses appear in blue.
- Past pauses are collapsed by default in a "Past pauses" section. Expand it to see the history of all previous pauses.
Avoid deleting pauses
If you need to end a pause early, edit it to change the end date rather than deleting it. Deleting a pause that has already started can cause the billing system to retroactively generate charges for the skipped period, resulting in unexpected invoices for the member.
Membership periods
Omoplata tracks contract cycles through membership periods. Each period represents one contract term (for example, a 6-month or 12-month cycle). When a membership starts, the initial period is created. When the contract auto-renews, a new period begins. Pauses with contract extension modify the end date of the current period.