Create a Recurring Membership Plan
Learn how to create a Recurring Membership Plan in Topo, including name, category, version label, description, price, cadence, individual versus household, signup visibility, initiation fees, trials, windows, visit caps, freeze policy, comm
When to use this
Use this article when you need to create a Recurring Membership Plan in Topo. The main staff surface is Staff > Membership > Plans. It is written for Owners, Managers.
What this covers
Name, category, version label, description, price, cadence, individual versus household, signup visibility, initiation fees, trials, windows, visit caps, freeze policy, commitments, tax rates, location access, and member-facing pricing notes
Before you start
Use a staff role that can view and edit membership products.
Create needed locations, categories, tax rates, and payment setup before publishing a sellable plan.
Decide whether this workflow affects member signup, POS, staff-only sales, existing members, or billing rules.
Review the plan summary and test with a realistic member before making the product broadly available.
When changing sold terms, use the guided version, migration, switch, freeze, cancel, or refund workflow instead of assuming old access records update automatically.
Steps
Open Membership > Plans and start a new plan.
Choose recurring access and enter name, category, description, price, cadence, and version label.
Configure individual or household structure, initiation fee, trial, commitment, freeze/cancel rules, access windows, visit caps, guest passes, class credits, taxes, and location access.
Choose whether the plan is visible in member signup and whether it grants member pricing.
Save the plan, then review the plain-English summary and test how it appears in signup or POS.
What happens after saving or completing this
Topo saves the record in your gym account and updates the related staff screens.
Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.
Review the affected profile, checkout, signup page, report, or audience before considering the task complete.
Common issues and fixes
Sold plan terms should be changed through version/change workflows, not silent edits.
A plan can be active but hidden from signup if visibility or eligibility filters exclude it.
Family-household plans are handled differently from standard POS plan sales.
A visible plan does not appear to a member: review active status, signup visibility, age rules, dependent suitability, and location scope.
Editing a sold plan opens a guided change flow: existing members keep their current terms unless you migrate or switch them.
Stripe sync fails: save did not fully complete for billing checkout. Retry after payment setup is ready or ask an owner to review Stripe readiness.
Related articles
Plan and Access Model Overview
Sell Access from POS
Understand Customer Access