Plans, Billing Rules, and Membership Products

Plan and Access Model Overview

Learn how to plan and Access Model Overview in Topo, including plans as templates.

Updated 25 days ago

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

Updated 25 days ago

Create a Prepaid Term Plan

Learn how to create a Prepaid Term Plan in Topo, including fixed term.

Updated 25 days ago

Create a Day Pass

Learn how to create a Day Pass in Topo, including day-pass type, location access, waiver requirements, public signup, POS sale behavior, taxes, and reporting.

Updated 25 days ago

Create a Punch Pass

Learn how to create a Punch Pass in Topo, including punch quantity, expiration, visit consumption at check-in, household limitations, refunds, and cancellation considerations.

Updated 25 days ago

Configure Household and Family Plan Pricing

Learn how to configure Household and Family Plan Pricing in Topo, including individual versus household access.

Updated 25 days ago

Use Plan Categories

Learn how to use Plan Categories in Topo, including creating categories, ordering/grouping plans, signup display, and reporting implications.

Updated 25 days ago

Configure Plan Eligibility

Learn how to configure Plan Eligibility in Topo, including first-time-only plans.

Updated 25 days ago

Configure Access Windows and Visit Caps

Learn how to configure Access Windows and Visit Caps in Topo, including day/time windows.

Updated 25 days ago

Configure Freeze, Cancellation, and Commitment Rules

Learn how to configure Freeze, Cancellation, and Commitment Rules in Topo, including freeze policies, minimum commitments, cancellation constraints, late fees, dunning, and staff override considerations.

Updated 25 days ago

Configure Guest Passes on a Plan

Learn how to configure Guest Passes on a Plan in Topo, including guest allowance fields, consumption, existing-member guest requirement, and waiver requirement.

Updated 25 days ago

Configure Class Credits on a Plan

Learn how to configure Class Credits on a Plan in Topo, including credit quantity, eligible events/courses, member-profile display, booking behavior, reset/expiration rules if configured.

Updated 25 days ago

Assign Tax Rates to Plans

Learn how to assign Tax Rates to Plans in Topo, including selecting rates.

Updated 25 days ago

Publish Plans to Member Signup

Learn how to publish Plans to Member Signup in Topo, including enabling plan selection.

Updated 25 days ago

Update a Plan and Understand Versioning

Learn how to update a Plan and Understand Versioning in Topo, including changes that create new Plan Versions.

Updated 25 days ago

Migrate Members to a New Plan Version

Learn how to migrate Members to a New Plan Version in Topo, including selecting source/destination.

Updated 25 days ago

Deactivate a Plan

Learn how to deactivate a Plan in Topo, including hiding from signup versus deactivation.

Updated 25 days ago

Switch a Member's Plan

Learn how to switch a Member's Plan in Topo, including selecting new plan.

Updated 25 days ago

Freeze and Unfreeze Membership Access

Learn how to freeze and Unfreeze Membership Access in Topo, including freeze start/end.

Updated 25 days ago

Cancel, Resubscribe, or Refund Access

Learn how to cancel, Resubscribe, or Refund Access in Topo, including cancel access.

Updated 25 days ago

Start a Prepaid Clock Manually

Learn how to start a Prepaid Clock Manually in Topo, including pending first-check-in access.

Updated 25 days ago

Create and Manage Bundles

Learn how to create and Manage Bundles in Topo, including bundled sellables, included items, pricing, taxes, POS/signup behavior, and when to use a bundle instead of a plan.

Updated 25 days ago

Create and Manage Add-Ons

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

Updated 25 days ago

Create and Manage Corporate Accounts

Learn how to create and Manage Corporate Accounts in Topo, including corporate profile, subsidies, eligibility, member association, selling corporate memberships, reporting, and billing considerations.

Updated 25 days ago

Understand Dunning and Failed Payments

Learn how to understand Dunning and Failed Payments in Topo, including stripe Smart Retries.

Updated 25 days ago