Memberships and service packages

A membership in cenaly.ge links a guest to visits, a prepaid monetary balance or access to classes for a set term. A plan defines the rules; an issued membership keeps that guest's remaining entitlement.

Salons and studios use service packages; schools and fitness businesses use visits and classes. A café may also use Balance or Visits, but a membership code cannot be redeemed on an ordinary POS bill without a booking. Use membership management in the admin panel for code redemption.

What you need to get started#

• An owner or manager with access to the location and membership management; freezing and extending require Commerce access.
• Services or group classes in the catalog if the plan is limited to them.
• 🎟️ Memberships in the appointment calendar, or Memberships in Classes when that section is enabled for the location.
• POS access, an open shift and a cloud connection for selling a membership.

The guest card also has 🎟️ Issue a membership, which pre-fills their name and phone. Choose the location where the guest will use the package.

Create a plan#

1. Open Memberships & packages → Plans and the New plan form.
2. Select a ready-made plan or fill in Name, Type, Price and Currency yourself.
3. Set the number of visits or balance amount and Validity (days). Unlimited plans require a term.
4. For Visits and Unlimited, under Valid for, choose One service, Any group class, Catalog categories or Set of services.
5. For plans with visits, check cancellation, no-show and late-cancellation rules: return the visit to the package or use it up.
6. Under Freeze, set Freeze days in total, How many times and Minimum days per freeze. A blank field means no corresponding plan limit.
7. Click Save.

Ready-made plans include “8 classes in 30 days”, “12 classes in 45 days”, “Unlimited for a month”, “Single visit” and “10 visits”. A template fills the form but does not save it. Enter the price, review services and rules, then save.

Result: the plan becomes available for issuance. If a template refers to classes that are not yet in the catalog, add them first; otherwise there is nothing the package can cover.

Issue a membership to a guest#

Use this for admin issuance, including a gift without payment. For a paid POS sale, follow the next section.

1. Open Issued, or start issuance from the guest card.
2. Choose Plan and fill in Customer and Phone, so staff can match the package to the person.
3. Click Issue.
4. Give the guest the Membership code (show it to the customer), such as MB-XXXX-XXXX, and save it while it is displayed.

Result: a separate guest membership is created with the plan's balance and term. This form does not take payment.

If a selected subscription requires a saved card, do not try to issue it as an ordinary package. Choose a suitable visit or balance plan for a one-off issuance.

Sell a membership at the till#

1. Open More → 🎫 Sell a membership.
2. In Sell a membership, choose Package. Only active Visits and Balance plans with a positive price in the location's currency appear here.
3. Check Sale price. Below the plan price, the till shows Discount …% off the package price …. A manager PIN is required if the discount exceeds your role's limit.
4. Under Guest, enter a name or phone number. The sale cannot proceed without these details.
5. Choose Cash, Card or Cash + card. For mixed payment, enter the cash portion; the remainder goes to the card.
6. Click Sell for … and wait for confirmation. Give the guest the code and keep the receipt.

Result: the membership is issued and the payment is recorded as an advance for future visits. It is not yet revenue for a delivered service.

If the list is empty, check the plan type, positive price, active state and currency. If the terminal took payment but issuance failed, follow the till's retry or refund message instead of starting a separate new sale.

Refund a membership sold at the till#

If the guest no longer wants the package, refund it from the sale receipt: the money and closing the membership happen in one operation.

1. At the till, open Receipts and find the membership sale receipt.
2. Tap ↩ Refund. The membership line is already filled in — leave it as is.
3. Choose how to refund (cash or card, as with a regular refund) and tap Confirm refund.
4. The till shows the amount: for example: "$48.00 goes back to the guest for receipt #58. Membership «10 visits» will be closed". If the membership has been used, a note explains that only the unused share of the price is refunded.
5. Tap Refund and close.

Result: the membership is cancelled and can no longer be used; its history shows a cancellation with the refund amount. Money goes back the same way as a regular refund: a cash payout from the drawer, or a card refund through the terminal and an advance refund receipt.

The refund is the unused share of the sale price, not the list price:

A regular refund of such a receipt without closing the membership is refused — from this till or any other.

The Android, Windows and Linux tills refund a membership the same way: a Refund membership window with the amount, then Refund and close. The membership is closed before the refund is recorded and before any money is paid out; refusals use the same wording. These tills do not refund to a bank terminal: with the Card method, return the money on the terminal by hand.

Reserve a visit from a membership#

For a visit package, first create a booking for a suitable service in the appointment calendar.

1. Find the guest's membership under Issued.
2. Click For a booking and select the matching Booking.
3. Click Reserve a visit.
4. Check that the booking appears on the package card and the reserved count changes.

Result: one visit is held for the future booking. Reserving it does not mean the service has been delivered or the visit redeemed.

If there are no matching bookings, check the guest, service and dates. When all remaining visits are reserved, they cannot be assigned again to another booking. Use Unlink from booking to remove an unneeded link.

For a group class, staff select the membership when adding the guest to the session. The visit is deducted on attendance; cancellation and no-show follow the plan rules.

Redeem a visit at the till#

Open the bill linked to the guest's booking. The visit panel shows the package and available actions.

• Redeem package visit records a visit used for this booking.
• Pay the visit with the package covers one unit of the matching service on the bill. Other items still require payment.

For payment, choose Pay the visit with the package, check the service line and remaining amount, then finish paying the bill. The package is treated as an offset of an earlier advance.

Result: one visit is used for the booking. These actions are not meant to be performed one after the other to deduct twice; a used booking visit cannot be redeemed again.

The till will not apply the package if the bill has no matching service. An ordinary bill without a booking has no MB-… code redemption field; use the admin panel.

Redeem by code in the admin panel#

Use this when the guest presents a code and there is no suitable booking at the till.

1. In Memberships & packages, open Redeem by code.
2. Enter Customer’s membership code.
3. Select the delivered service if the package is limited to services. For a monetary package, enter Amount (for a balance membership).
4. Click Redeem and check the updated balance.

Result: a visit or amount is deducted from the presented membership. This is separate from entering a payment code on an ordinary POS bill.

If the package is for another service, frozen or insufficient, resolve that refusal first. If a connection error leaves the outcome unknown, retry the same action as instructed; retries are protected against double deduction.

Check the balance, reservations and history#

Find the guest's package under Issued. For visits, compare the remaining, reserved, used and free counts; for a monetary package, check the balance.

For example, four visits left with three reserved means only one is free for a new booking. Do not promise four new appointments without checking existing reservations.

Open History to see changes to the balance and term, including issuance, freezes, extensions and adjustments. An authorized owner or manager can use Adjust, with a required reason, to correct the balance.

Cancel prevents further use of the membership. It does not refund money: a membership sold at the till is refunded from its receipt — see Refund a membership sold at the till.

Freeze and unfreeze#

1. On the issued membership, click Freeze.
2. Enter From and To (inclusive) and, optionally, Reason.
3. Check the number of days and the new end date in the preview, then confirm.
4. If the guest returns early, click Unfreeze early.

Result: the term moves by the freeze duration. During those days, visits cannot be redeemed or newly reserved from the package. Early unfreezing returns unused days to the available freeze allowance and recalculates the end date.

If there are already bookings on this membership during those dates, move them or unlink them first. Freezing a membership without an expiry date does not create one.

Extend the term#

If the venue cancelled classes or agreed extra time, open Extend, enter Days to add and the required Reason, review the new end date and confirm.

Result: the expiry date moves and the reason is saved in history. This changes the term without taking payment or adding visits or money.

A membership with no expiry does not need an extension. Sell a new package for another paid entitlement; there is no paid renewal of the existing membership under the same plan.

What the guest sees#

In their account, the guest opens Memberships to view their packages. Packages available to that account show visits or balance left, expiry and status; a frozen one shows “frozen until …”. Subscription details include renewal and payment problems where applicable.

This screen is read-only. Guests cannot buy, extend or freeze a package here; they contact the business. They should keep the issued code even if they have an account.

Limitations#

• There are no bearer membership sales at the till: a guest name or phone is required.
• The till sells only paid Visits and Balance plans; Unlimited and Subscription are excluded.
• There is no paid renewal of an existing membership under the same plan, wholesale sale to a legal entity or guest self-service online purchase.
• Cancel in Memberships does not refund money. Money is refunded only from the sale receipt at the till (the unused share of the price); a membership issued in the admin panel without a receipt is refunded outside Cenaly.
• A code cannot be redeemed on an ordinary POS bill without a booking. Code redemption is done in the admin panel.
• Subscription charging requires Stripe, a saved card and enabled live billing; it is unavailable on cenaly.ru.

Troubleshooting#

FAQ#

Can I give someone a package for free?#

Yes. Issue in the admin panel creates a membership without POS payment. Enter the guest details and give them the code.

Does freezing add visits?#

No. It changes when the package can be used and its term; it does not replenish visits.

Is a Balance plan a gift card?#

It is a different tool: a membership has a plan and a guest association, and its code is redeemed in the admin panel. For gift-code payment on an ordinary POS bill, use gift cards.

How are advances handled on cenaly.ru?#

Selling a package at the till records an advance; paying for a visit with it offsets that advance. See Fitness and education and Salons and services.

Related sections#

• Appointments — the calendar and visits.
• Customers — the guest card and issuance entry point.
• POS — selling and taking payment.
• Gift certificates and cards — another way to prepay future purchases.
• Discounts, promo codes and points at the till — discounts and payment methods on a ticket.
• Roles and permissions — the discount limit and manager PIN when selling below the plan price.