A package is a set number of visits a client buys up front. A membership is a set number of visits, or unlimited visits, each month, billed monthly. Both are prepaid visits: when the client books a service the offering covers, the visit comes off their balance instead of being charged. They are included on every paid plan.
Packages & memberships under Services & team is the catalogue of what you sell. Memberships under Billing is the practice-wide view of every client's package or membership.
Creating an offering
Choose Add, then Create membership or Create package.
- Name and Description (shown to clients). The description appears on your booking page.
- Price, or Price per month for a membership.
- Visits included, or Visits per month for a membership. Switch on Unlimited visits for a membership with no cap.
- Rollover (memberships): unused visits carry into the next month. Off, they reset when the month ends.
- Expires after (days) (packages): leave it empty and the visits never expire.
- Which services it covers: any service, or the ones you pick. A class pack is a package that covers your class services.
- Sell online lists it on your booking page. Active keeps it available at the desk.
A client's terms are frozen when they buy. Editing or deactivating an offering changes nothing for the clients who already have it.
Selling online
Your booking page has a Memberships & packages page at your booking address followed by /packages (for example book.withstillpoint.com/your-practice/packages). Link to it from your website or share the address. Clients choose Join or Buy, sign in or give their name and email, and pay the first invoice on the pay page. Tax is added at checkout.
An email that already belongs to one of your clients is never bound to a new purchase. That client receives their portal sign-in link instead and comes back to the page signed in, so a card is never attached to an unproven identity.
On a membership invoice the pay page shows a box that reads "Charge this card ... each month until I cancel. I can stop this any time from my portal." It is unticked by default. Ticked, renewals charge that card. Left unticked, each renewal invoice is emailed for the client to pay. The consent is for that membership only; it never turns on autopay for the client's other invoices.
Selling at the desk
Open the client, then Add package or Start membership in the Packages & memberships section. Pick the offering, then how it is paid:
- Send the invoice: the client pays from the emailed link. The visits arrive when it is paid.
- Record a payment now: they paid at the desk (cash, card at the terminal, cheque or other). The visits arrive right away.
Renewals for a membership started at the desk are invoiced by email each month. Charging a card for renewals only ever happens with the client's own consent on the pay page.
Renewals
The day after a membership's month ends, Stillpoint creates the renewal invoice. Unused visits are written off unless the membership has rollover.
- With a card authorised for renewals, the card is charged. A decline is retried daily, up to three times, and the client is emailed the invoice with a line saying the card was declined.
- Without one, the invoice is emailed and the client pays it from the link.
Until the renewal is paid the membership shows Renewal due and new bookings are not covered. Seven days after the month ended, an unpaid membership becomes Past due. At thirty days it is cancelled, the invoice is voided and the client is emailed.
The Memberships page shows every membership and package with filters for Past due, Renewing soon, Cancelling and Packages. A past-due row offers Retry charge when a card is authorised and Resend invoice when it is not.
Managing a client's package or membership
In the client's Packages & memberships section each account shows visits left, when it renews or expires, its status and the card that renews it, with the history of every visit used, returned or adjusted.
- Adjust: add or remove visits with a note that stays on the history, for goodwill or to match a balance carried over from another system.
- Cancel: End at period end keeps the remaining visits until the month is over. Cancel now ends it today.
- Refund: a full refund of the purchase invoice in Stripe cancels the package or membership and writes off its unused visits. Visits already used stay used. After a partial refund, adjust the visits yourself.
What clients see
The client portal's Billing page lists each package and membership with visits left, when it renews or expires, and which card renews it. A member can choose Stop charging this card, after which renewals are emailed instead, or Cancel at period end. A used-up package offers Buy another.
Reports
A purchase or renewal is revenue on the day its invoice is paid. Each visit paid with a package or membership gets its own paid invoice marked "Paid with" the offering's name, kept out of cash collected because the money arrived when the offering was sold. Practitioner compensation is calculated on the visit's list price.
The Revenue report shows Prepaid visits owed: the visits clients have paid for and not yet used, and what they are worth.