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Create and Manage Add-Ons

Learn how to create and Manage Add-Ons in Topo, including add-on setup.

When to use this

Use this article when you need to create and Manage Add-Ons in Topo. The main staff surface is Staff > Membership > Add-ons. It is written for Owners, Managers.

What this covers

  • Add-on setup

  • Eligible base plans

  • Billing/access side effects

  • POS and member-profile sale flows

  • Verify final behavior against the open POS add-on follow-up before publication

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

  1. Open Membership > Add-ons.

  2. Create the add-on with name, price, description, and eligibility rules.

  3. Attach it to the base plans or access types where it applies.

  4. Review billing and member-access side effects before publishing.

  5. Test the staff and member sale flow to confirm the add-on attaches as expected.

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

  • 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

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