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SeaaBusiness guides

Create member types and assign memberships

Set member booking windows, discounts, dates, and credit.

Where to go
Customers → Member types / Manage memberships
Access
Owner or manager
Member types define reusable benefits; each customer receives an individual membership.View full size
Member types define reusable benefits; each customer receives an individual membership. Demo business. Select the image to enlarge.

Step by step

  1. In Customers, open Member types. Create a type with a name, booking window in days, and discount percentage.

  2. Find the customer and open Manage memberships. Choose the member type and enter a membership number.

  3. Set its start date, optional end date, and starting credit if appropriate, then Assign.

  4. Review the assigned membership. Edit or deactivate it when benefits should change, and test member pricing with the matching customer account.

Check it worked

The customer shows the active membership with the intended dates and credit.

Good to know

A membership number or credit entry is not proof that money was received. Keep actual payments reconciled separately.

Open in Seaa

Next steps

Find and add customersUse customer records to find booking history and memberships.Set prices and bulk-edit ratesCreate default, service, resource, and member rates.Help customers use their accountExplain customer sign-in, profile details, and booking access.

Reviewed 18 September 2026. Screenshots use fictional demo data; available actions depend on your role and enabled features.