Turn your services into membership plans. Keep each member connected to your CRM, see when their current period ends, and review renewal payments without searching across separate tools.
Membership work does not end at sign-up. Give your team a clear view of the plan, the current period, and the payment that comes next.
Create a membership plan from an existing Payments product. Choose the billing interval, trial days, grace period, and automatic-renewal setting, then use the plan when adding members.
Link a membership to a CRM person. See their plan, active or paused status, current period, and renewal setting together. Filter by person, plan, status, or memberships ending soon.
Review pending, successful, failed, and awaiting-payment renewals. Open the related invoice, inspect the collection status, and use the available processing or retry action when appropriate.
Give your team one connected path from the member to their plan and the payment that needs attention.
See whether a renewal is pending, processing, awaiting payment, failed, succeeded, or skipped. Review the collection details before treating it as complete.
Set the offer’s price and currency in Payments.
Choose the membership terms, billing interval, and renewal preferences.
Select the CRM person, plan, and start date.
Watch upcoming expiry and check payment status when a renewal needs attention.
A membership plan takes its price and currency from a Payments product, keeping your offer connected to the billing record.
Choose a CRM person, an active plan, a start date, and the renewal setting. An optional customer photo helps your team recognize the member.
Use the “Ending in 7 days” and “Expired” filters to find memberships that need attention. Review the current period and whether renewal is automatic.
Activate or deactivate plans. Only active plans are offered when adding a member, so your team works from the current set of offers.
Review the renewal period, amount, collection mode, and status. Open the linked Payments invoice when one has been created.
Membership editing and plan management follow the permissions available to the signed-in team member.
Memberships uses the people and products already in Spacebrain. Your team can review the membership without maintaining a second customer database.
Create a Payments product and an active membership plan first. Then choose a CRM person, the plan, a start date, and the renewal setting.
Yes. Membership plan settings include trial days, grace-period days, a billing interval, and an automatic-renewal preference.
The Members page includes “Ending in 7 days” and “Expired” filters. You can also filter by CRM person, plan, and membership status.
No. Review the renewal status. A renewal can be pending, processing, awaiting payment, failed, succeeded, or skipped. The related invoice and collection details show what needs attention.
Yes. Deactivate the plan to remove it from the active choices used when adding a member.
Yes. You choose a CRM person when creating a membership. The member list shows the person’s name and email alongside their plan, period, and renewal status.
Keep plans, people, current periods, and renewal invoices connected—so your team can see what needs attention next.