CaliDiary is coming soon: a free booking plugin for WordPress, with Solo and Pro plans for payments and teams. See the plans
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Product Your data stays on your websiteOnline payments and depositsInvoices and credit notes, built inWorks with the tools you already useBooking forms that ask the right questionsTeam sign-in, no dashboard accessAccessible to every customerSafe, signed updates All features
Booking kinds AppointmentsGroup bookingsRequests you approveFree bookingsSeveral services in one visitClasses and coursesEvents with ticketsRooms, desks and equipmentWaiting list
Industries Professional servicesClinics and healthSalons and beautyTraining, classes and coursesPet careHome and autoPublic sector and educationCreative and eventsCommunity, charities and volunteering All 51 industries
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Pricing
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Passes and memberships

Add a member

A membership keeps going and resets each period, such as a monthly advice plan with two sessions a month. Nothing is charged automatically.

Plans
Plans: Pro
In the plugin
CaliDiary → Passes and memberships → Memberships

Pro plan. On the Free and Solo plans you see a preview of this in the plugin, with Start free Pro trial and See plans. Compare the plans.

When you need it

  • Clients pay a monthly retainer that includes a number of sessions.
  • You want members to book without paying each time.

Before you start

  • Memberships are part of CaliDiary Pro. On Free and Solo you see a preview with the upgrade links.
  • Memberships are not charged automatically: you take each payment your own way.

Step by step

  1. Open CaliDiary → Passes and memberships, choose Memberships, then Membership types, and press Add membership type.

  2. Enter the Name, such as “Monthly advice plan”, choose Renews (Monthly or Yearly) and set the Price each period.

  3. Set Uses each period (0: unlimited), tick what it covers under What it covers, leave Can be given to new members on, and press Save membership type.

  4. Choose Members and press Add member.

  5. Choose the Membership, enter the Member’s name, Member’s email and Starts on. Leave Renews on (optional) empty for one period after the start. Press Add member.

  6. You see “Member added. Their code … has been emailed.” They book with that code and their email address, as with a pass.

    [Screenshot to come] It will show: The Members table with two members (Casey Brown and Morgan Ellis) on Monthly advice plan: their codes, Renews on dates, Used this period “1 of 2”, Status Active, and Edit.
    The Members list with renewal dates and uses this period (Passes and memberships → Memberships → Members)

  7. When they pay for the next period, press Edit on them, move Renews on to the next date, and press Save membership.

    [Screenshot to come] It will show: The “Membership: Casey Brown” window with Renews on and its help “Move it on when they have paid for the next period.”, Status Active, Notes, and Save membership.
    Moving a member’s renewal date on after they have paid (Passes and memberships → Memberships → Members → Edit)

Tips

  • Members and the business are both emailed a week before each renewal.
  • The Members list shows Used this period, such as “1 of 2”, or the number used when it is unlimited.
  • To stop a membership for a while, set its Status to Paused; when it ends, choose Ended. Notes (only staff see them) keeps any details.
  • The plugin doesn’t take subscription payments: add members and take their payments by hand.

Common problems

A member’s code stops working for later dates
After the renewal date, the code doesn’t work for bookings on or after it: they see “This membership runs until …”. Once they have paid, move Renews on forward.
“The renewal date must be after the start date.”
Choose a Renews on date later than Starts on.
Add member can’t be pressed
Add a membership type first, on Membership types.
“Enter a price such as 45.00.”
Type the price for each period as a number, without the currency sign.

New to CaliDiary?

Start on the free plan, with no booking limit. Upgrade only when you need to.

Start freeSee pricing and plans