Creating a membership plan
Memberships are the engine behind repeat revenue in Glovora. A patient on a monthly plan is far more likely to return regularly, spend more per visit, and refer friends than a one-off patient. This article walks you through creating your first membership plan from scratch.
Where to find memberships
- Click App Builder in the left-hand menu under Tools.
- Click the Memberships tab along the top.
You will see a grid of membership cards — one for each plan you have already created. If this is your first time, the grid will be empty.
At the top of the screen there is a search bar labelled "Search memberships...", a filter dropdown showing All, Published, and Draft, and an Add Membership button.
How to create a new membership plan
- Click the Add Membership button at the top right of the memberships screen.
- A panel labelled "New Membership" slides in from the right side of the screen.
- Work through each section from top to bottom.
- Click Save when you are finished.
The sections below explain every field.
What each field means
Image
Upload a cover image for your membership plan. This appears on the membership card that patients see in the app. It is optional, but a strong image — your clinic interior, a product flatlay, or a branded graphic — makes the plan feel more premium.
The file must be under 5 MB. PNG or JPG both work.
Name
The name of the membership plan, exactly as patients will see it. This field is required.
The placeholder shows "e.g. Premium Membership" as a guide. Use a name that signals value and fits your clinic's brand — for example, Glow Monthly, Skin Essentials, or Platinum Care.
Description
A short paragraph describing what the membership includes and who it is for. This is your sales pitch to the patient. Write it for someone who has never heard of your clinic.
Example: "Our Glow Monthly plan gives you a monthly facial credit, 15% off all treatments, and priority booking — everything you need to keep your skin at its best."
Monthly Price
The amount you charge the patient each month, in pounds. This is required.
The help text beneath this field confirms how it will display to patients: "Displayed as £[amount]/month" — so if you enter 79.00, patients see £79/month.
Enter the full amount the patient pays. Glovora does not add VAT on top.
Billing cycle (months)
How often the patient is billed. The default is 1, which means monthly billing. If you want to offer a quarterly plan, enter 3. For an annual plan, enter 12.
The Monthly Price field always shows the per-month figure, regardless of the billing cycle. If you create a quarterly plan at £210 per quarter, you would enter 70 in Monthly Price (£70/month equivalent) and 3 in Billing cycle. The patient sees the monthly equivalent rate displayed in the app.
Most clinics start with a monthly billing cycle. It is the easiest for patients to commit to and the easiest to manage. You can always add longer-cycle plans later.
Member Discount (%)
The percentage discount applied automatically to a member's purchases at checkout. Enter a whole number or decimal — for example, 10 for 10% off, or 12.5 for 12.5% off.
The help text reads: "Applied to cart purchases." This discount applies to the subtotal of purchases made through the app, using the best-discount rule explained in the Setting prices and visibility article.
Leave this at 0 if you do not want to offer a percentage discount and prefer to use Included Treatments or manually set Member Prices on individual treatments instead.
Minimum commitment (months)
The number of months a patient must stay on the plan before they can cancel. The help text reads: "Patient cannot cancel before this many months. Set to 0 for no commitment."
A minimum commitment of 3 means a patient who joins in January cannot cancel until April at the earliest.
Set this to 0 if you want a flexible, no-contract plan. Many clinics offer a shorter minimum — such as 1 or 2 months — to reduce the barrier to joining while still securing some guaranteed revenue.
Make sure any minimum commitment you set is clearly communicated to patients before they join. Patients who feel locked in unexpectedly are more likely to dispute the charge with their bank. State the commitment period plainly in the Description field and at the point of sign-up.
Birthday unlock
This is a toggle switch. When switched on, the free included treatments (see below) are released during the patient's birthday month rather than on the day they sign up.
This is a retention tool. Instead of a patient using their included treatments in month one and then feeling less attached to the plan, the birthday unlock gives them something to look forward to every year.
Leave this off if you want patients to receive their included treatments immediately on joining.
Benefits
This is where you list the perks of the membership as bullet points. Each benefit appears in the patient app with a checkmark next to it.
Click Add Benefit to add a new line. Type the benefit into the field — for example:
- 15% off all treatments
- Priority booking
- Free monthly skin consultation
- Exclusive member offers
Click the X button next to any benefit to remove it.
Write benefits from the patient's point of view. "Priority booking" is clearer than "Preferential scheduling access." Keep each line short.
Included Treatments
Choose up to 2 treatments to include free with the membership. These are treatments patients receive as part of their monthly subscription — at no extra charge — subject to their usage credits.
The help text reads: "Up to 2 treatments included free for members on sign-up (or birthday month for birthday-unlock plans)."
Tick the checkbox next to each treatment you want to include. Only published treatments appear in this list. If a treatment you want to include is not showing, check that it is published on the Treatments tab first.
Choose your included treatments carefully. The most effective included treatments are ones that bring patients into the clinic regularly — a monthly facial, a skin consultation, or a maintenance treatment — rather than one-off premium services. Regular visits build the habit that keeps members subscribed long term.
Published
This is a toggle switch at the bottom of the form. When switched on, the membership plan is visible to patients in the app. When switched off, it is saved as a Draft and only visible to you inside the CRM.
The text beneath the toggle reads: "Visible to patients in the app."
You can save a plan as a Draft, review how it looks, and publish it when you are ready.
How to publish your membership plan
There are two ways to publish:
Option 1 — Publish when you create it. Switch the Published toggle on before clicking Save. The plan goes live immediately.
Option 2 — Publish it later. Leave the Published toggle off when you save. The plan is saved as a Draft. When you are ready, find the membership card on the memberships screen, click the three-dot menu in the top-right corner of the card, and click Publish.
How the plan appears to patients
Once published, the membership plan appears in the patient app under the Memberships section. Patients see:
- The plan name
- The price, shown as £[amount]/month
- The list of benefits, each with a checkmark
- A usage progress bar if the plan includes treatments — for example, "1 / 2 treatments used"
- Their next billing date once they have joined
Patients who have not yet joined a plan see a "Browse Memberships" button that takes them to the full list of your published plans. From there they can choose a plan and pay through the app.
Once a patient has joined, their membership card in the app shows their current status — Active, Paused, Cancelled, or Expired — and allows them to manage or pause their plan directly.
Common mistakes
Publishing a plan before adding any benefits. A membership plan with no benefits listed gives patients nothing to evaluate. Even if the price is attractive, a blank benefits list looks unfinished and erodes trust. Always add at least two or three benefit lines before publishing.
Setting a Monthly Price that does not account for the included treatments. If you include a £60 facial free every month and charge £55/month for the plan, you are losing money on every member. Price your plan so the included treatment credit, the discount, and the recurring revenue work together in your favour. A simple rule: the monthly fee should cover at least the cost price of the included treatment plus a margin.
Selecting included treatments that are not yet published. Only published treatments appear in the Included Treatments list. If the treatment you want to include is still in Draft, it will not appear here. Publish the treatment first, then return to the membership form to add it.
Forgetting to set a Minimum commitment for a plan with included treatments. If a patient can join, immediately use two included treatments worth £120, and cancel the same day on a £49/month plan, you have lost money. Set a Minimum commitment of at least one or two months on any plan where the included treatments are high value.
Using the same name for multiple plans. If you have three tiers — basic, standard, and premium — give each one a distinct name that signals the difference. Gold, Silver, and Bronze, or Essentials, Glow, and Platinum are easier for patients to compare than Membership Plan 1, Membership Plan 2, and Membership Plan 3.