Membership Plans: Field-by-Field Guide
This article explains every field you’ll see when creating or editing a Membership Plan. Understanding these settings will help you configure memberships that match how your business operates, bills customers, and manages access.
Name
What it is: The internal and customer-facing name of the membership.
Tips:
Keep it clear and simple (e.g. Players Card Gold, Players Card Monthly).
This name is shown to customers during checkout and in their account.
Description
What it is: A short explanation of what the membership includes.
Tips:
Highlight the main benefits (discounts, perks, access, credits, etc.).
This text is visible to customers, so write it in plain, friendly language.
Currency
What it is: The currency used for pricing and billing.
Important:
This must match the currency your Square account is using.
Currency cannot be changed after transactions have occurred.
Auto Charge
What it is: Automatically bills the customer on a recurring schedule.
Use this when:
Yes - The membership is monthly or recurring.
No - You want hands-off renewals.
Do not use when:
The membership is a one-time purchase.
Allow Public Sign Ups
What it is: Controls whether customers can sign up for this membership on their own during checkout.
Options:
Yes – The membership is visible and available for customer self-signup.
No – The membership is internal only.
Important details when set to No:
If the membership is attached to a rate, it will appear as unavailable in the checkout screen.
If the membership is not attached to a rate, customers will not see it at all, so there is no risk of self-signup.
If a customer originally signed up when the membership was public, and you later switch it to internal, failed renewals will not recover automatically. For example, if their card on file fails, they will not be able to re-activate or renew the membership on their own.
Allow Pause Membership
What it is: Allows customers to temporarily pause an active membership.
What happens when a membership is paused:
The member loses access immediately when the pause begins.
Billing is also paused automatically.
How billing works when resuming:
The member resumes exactly where they left off in their billing cycle.
Example: If a member had 10 days remaining before their next billing charge, and they pause their membership, those 10 days are preserved.
If they resume the membership two months later, their next billing charge will occur 10 days after the membership is resumed.
Birrdi automatically handles all billing adjustments and updated renewal dates.
Common use cases:
Injuries
Seasonal members
Special accommodations
Allow Gift Card Payments
What it is: Allows gift cards to be used toward the initial membership purchase.
Important:
Gift cards apply only to the first charge.
Recurring payments will always charge a credit card.
Enable Pre-Sales
What it is:
Allows you to sell memberships before your business officially opens. When enabled, memberships purchased during the pre-sale period will automatically base their billing schedule off your configured opening date.
How it works
Customers can purchase memberships before your facility opens.
Membership access and billing schedules are automatically aligned with your opening date.
Example
Your opening date is May 1st.
A customer purchases a membership on March 15th.
Their membership will activate based on the May 1st opening date.
Their recurring billing schedule will also begin based on that opening date.
⚠️ Important Warning
If you change your opening date after memberships have already been purchased, Birrdi will NOT automatically update existing pre-sale memberships.
You will need to manually:
Open each pre-sale membership
Update the Next Billing Date manually
One-Time Joining Fee
What it is: Adds a one-time fee when a customer first joins.
Common uses:
Setup fees
Activation fees
Admin costs
Price
What it is: The recurring price of the membership.
Important:
This is what customers pay each billing cycle.
Slashed Price
What it is: An optional “compare at” price shown for marketing purposes.
Example:
$299 slashed to $249
Note:
The actual price charged is always the main price.
Credit Plan / Hole Restrictions
What it is: Links the membership to usage rules or credit limits.
Examples:
Monthly credits
Hole limits
Usage restrictions
Limit Active Reservations
What it is: Caps how many future reservations a member can hold at once.
Use this to:
Prevent overbooking
Encourage fair access
Enrollment Date
What it is: The date the membership becomes available for sign-ups.
Use cases:
Pre-sales
Scheduled launches
Terms & Conditions Name
What it is: The label shown to customers for your membership terms.
Example:
“Membership Terms & Conditions”
Terms & Conditions Link
What it is: A URL linking to your full terms and conditions.
Best practice:
Host this on your website.
Keep it up to date.
Billing Frequency
What it is: How often the customer is charged.
Common options:
Monthly
3 months
6 months
Annual
Important:
Billing frequency is controlled by this field.
Final Notes
Changes to active memberships may affect existing members.
Always test a membership internally before making it public.
If you’re unsure about a setting, start conservative and adjust as needed.
If you have questions or need help configuring memberships for your specific use case, reach out to support.