Memberships & recurring plans

Memberships turn one-time repairs into recurring relationships: a named plan with a price and a billing cycle, members enrolled by email, and a member badge your whole team sees at checkout and on tickets.

Create a plan

1. Open Memberships in the sidebar (tagged Beta).
2. Click New plan and give it a name, a price, and a billing interval, Monthly or Yearly. That’s the whole form: “Gold Care, $15/month” is a plan your counter can actually sell.
3. Save. The plan card shows its price and live member count from then on.

Price and billing changes apply to future cycles only, existing due cycles keep the price the member agreed to.

Enroll a member

1. Select the plan, then type the customer’s email (or a ticket #) into the Members box and click Enroll.
2. The first cycle is due the day they join. Every later cycle lands on the same anchor day, and short months are handled correctly: a January 31st signup bills February 28th and returns to the 31st in March.
3. The member’s row shows their status (Active, Paused, Past due, Canceled), next charge date, and card state.

The customer must already exist in BenchKey (any check-in or ticket creates them).

Card on file

Click Add card on a member row to vault their card with Square Web Payments. The card number is tokenized in the browser and stored at Square, BenchKey keeps only the brand and last four digits. Removing a card disables it at Square and clears the local reference.

How billing works today (read this)

The app says it plainly at the top of the panel, and we’ll say it here too: automatic charging isn’t switched on yet. While memberships are in beta:

• Each due cycle drafts a normal invoice for the member, on the same rails as any invoice you create by hand. You send it or collect it at the counter, money never moves without you.
• Members without a card work fine, their cycles draft invoices exactly the same way.
• When automatic billing switches on, your plans, members, and vaulted cards work as-is. Failed automatic charges will retry daily up to three times, then mark the member Past due instead of silently piling up.

Pause, cancel, archive

• Pause / Cancel any member from their row, one click, effective immediately.
• Archive a plan to stop new enrollments. Existing members’ due cycles are held, not billed, while archived. If you unarchive, billing resumes from the oldest missed cycle, one cycle at a time, never a lump of surprise charges.

The member badge

Once enrolled, the member’s status badge shows on their customer card at Checkout and on their tickets. What membership earns them, priority bench time, waived diagnostics, a discount, is your policy at the counter; BenchKey shows the true status so your team never has to guess.

FAQ

Do members get automatic discounts? No. The badge tells your team who’s a member; the perks are your call. There’s no hidden pricing engine rewriting invoices.

What plan tier includes memberships? Pro and up. Members you already enrolled keep their manage page (including cancel) whatever your plan does — the gate is on creating and running membership programs, never on a member settling their own membership.