Memberships Setup & Management

Memberships should be set up by a general manager or somebody with a similar level of access. You will require the following access to set everything up:

1. Access to create products, set recurring pricing, and create signup pages in Stripe
2. Access to create/edit class types in Nookal
3. Access to Company Settings page in The BOS

Terms

Term	Data Source	Description
Stripe Product	Stripe	An active Product setup in stripe with a Recurring Usage Price configured.
Stripe Subscription	Stripe	A Subscription created in stripe (usually via sign-up page) for an individual customer and linked to a specific Product
Class Type	Nookal	A type of Class set up in your PMS
Membership Type	BOS	Links a Stripe Product with one or more Classes so The BOS can report on Memberships using this product and generate matching invoices.
Invoice	Stripe	An Invoice is generated at the start of every subscription period.  EG: A Weekly subscription will generate a new invoice covering the next 7 days on the signup date and every week after.
Matching Classes	BOS	When looking at a particular Invoice the matching classes are classes that are: attended by the client who the subscription belongs to covered by that MembershipType not cancelled or DN