Customer memberships

A membership (your workspace may call it something else — this is renameable under Settings → Terminology) is a paid plan a customer subscribes to, distinct from a recurring service contract. A contract schedules and bills recurring visits; a membership is a subscription that unlocks perks — a discount, a set number of included visits per period, and scheduling priority — and bills itself on a cadence you choose.

You define membership plans once (name, monthly or annual price, and the perks included), then enroll individual customers into a plan from their customer page.

Open Settings → Memberships to create a plan: name it, set the price and cadence (monthly or annual), and choose its perks — a percentage or flat discount, a number of included visits per period, or a priority weight for scheduling. A plan must be Active before customers can enroll in it.

From a customer’s page, open “Enrolled plans” and choose Enroll. The first period’s invoice is issued immediately — memberships bill in advance, so a customer is always paid up through their current period, never behind.

The price and cadence a customer enrolled at are locked to that enrollment. Editing the plan template later (a price increase, for example) never changes what an already-enrolled member pays — that’s deliberate “grandfathering.”

Every subsequent period’s invoice is issued automatically. If the customer has a card on file and auto-charge is turned on for their membership, Meridian charges it automatically; otherwise the invoice is left for you to collect (or the customer to pay) like any other invoice.

To save a card, open the membership on the customer’s page and choose “Save card,” which sends a secure Stripe setup link. Meridian never stores raw card numbers.

A member’s discount (percentage or flat) applies automatically as a line item on their invoices, and an included visit is waived automatically when they use one — each consumed exactly once, never double-counted, and safely returned if the invoice it was applied to doesn’t end up saving.

If a membership’s auto-charge is declined, Meridian doesn’t give up after one try. It automatically retries the charge over the following week — on days 1, 3, 5, and 7 after the failure — and notifies you the moment the first attempt fails.

If a retry needs additional card verification (3D Secure), that’s flagged distinctly in the notification so you know it likely needs a new card rather than a simple retry.

If every retry in that window fails, the membership is marked Past Due and billing pauses — you’ll see a Past Due badge on the memberships list and the customer’s page, along with a notification. No further charge attempts happen until you act.

Every retry re-checks the invoice’s actual remaining balance immediately before charging, and a payment is only ever confirmed once — through the same secure process every other card payment in Meridian uses — so a customer is never charged twice for one renewal, even if a retry and a manual payment happen to overlap.

From the customer’s page (or the memberships list), a past-due membership shows a Resume action and, while a retry cycle is still in progress, a “Retry now” action to force the next attempt immediately instead of waiting for its scheduled day.

Resuming a past-due membership starts a fresh billing period going forward — it does not automatically re-charge the old failed invoice. If you still want to collect that specific invoice, you can do so separately (a pay link, or recording payment manually) at any time.

From the customer’s page you can pause a membership (billing stops, no new invoices are issued), resume it, or cancel it outright. A canceled membership can’t be re-enrolled into the same plan again — enroll the customer in a different plan instead.

A read-only Memberships report (Dashboard → Memberships → View report) shows active members, monthly recurring revenue, new enrollments, cancellations, and benefits given out over a date range.