Sell a membership or package
Create a plan and sell it to a client.
Create the plan
At /dashboard/platform/benefits create a membership (monthly price, member discount, covered services) or a package (price, savings, validity days, included services).
Sell it
Pick the client, the plan, and how they paid, then Record sale. The client needs a linked account.
Use it
At checkout choose the membership or package. Members get the percentage off covered services. Packages draw down their remaining value.
Pause or cancel
Pause a membership with a resume date, or cancel it. Cancelled memberships cannot be reactivated.