Grant a Package

Overview

Managers can grant the membership-linked package template to a subscribed Customer without waiting for the next automatic monthly grant. Use this when a Customer needs their membership passes refreshed early, was missed by an automated grant, or should receive a new package tied to their membership benefit.

This action does not charge the Customer’s card. It uses the package template already linked to the Customer’s Membership plan.

You need Manager role or higher. Staff do not see Grant membership package.

The button only appears when the Customer has an active membership subscription and that Membership includes a linked monthly package template. It is hidden for canceled memberships and for memberships with no package template configured.

Grant Membership Package

• In the Dashboard, search for the Customer and open their Customer Profile
• Open the Packages section
• Click Grant membership package

• Review the Grant membership package modal:

  • Package name and pass items from the Membership’s linked template
  • Next automatic grant date (for recurring Memberships)
  • A note that any active membership package for this Customer will be canceled before the new package is granted
• Under Grant schedule, choose one option:

  • Keep schedule (default): Grant now and leave the Membership’s automatic grant calendar unchanged. For standard monthly packages, passes expire on the current next grant date. For long-duration packages (more than 31 days), passes expire a set number of days after you grant—not on the next grant date.
  • Reset grant schedule to today (recurring Memberships only): Sets last grant to today, recalculates the next automatic grant date, then grants the package
• Click Confirm grant

When you confirm, the Customer receives a success message and the Packages list refreshes with the new package.

What happens when you confirm

• Any active membership package for this Customer is canceled first
• A new package is created from the Membership’s linked template
• Virtual credits and Replay credits rows apply to the Customer’s balances when the grant completes (same as automatic monthly grants)
• Expiration depends on the template:

  • Short monthly packages (31 days or less): aligned to the Membership grant cycle (typically the next grant date)
  • Long-duration packages (more than 31 days): expire after the template’s duration from the grant date, even when that is beyond the next charge or grant date
  • Never expire templates: passes do not auto-expire by time

How this differs from other package actions

Action	When to use
Regrant (icon on a package row)	Refresh that package to match the latest template items while keeping grant-cycle expiration
Grant membership package	Issue a fresh package from the Membership template; cancels the current membership package first
Grant standalone package	Sell a one-time standalone bundle and charge the Customer’s default booking payment method

For bulk grants across many Memberships at once, see Grant a Package Template to Membership Subscribers.

Grant Standalone Package

Use this when a Customer should receive a Standalone Package and you want the Club to collect payment the same way as a normal purchase: using the Customer’s saved default booking payment method, with subtotal, taxes, and total shown before you confirm.

The Grant standalone package button and actions below only appear when Standalone Packages are enabled for your Club (same as the Standalone switch on templates) and when a Standalone Package created.

Start from the Customer’s profile

• Open the Customer’s profile (for example from Customers search)
• Open the Packages section
• Click Grant standalone package
• In the dialog, choose a package template that is enabled for standalone purchase, then click Continue

Checkout and confirm

• Confirm the package summary (name, list price, duration rules from the template, pass counts, and any Virtual credits or Replay credits shown as items—those amounts apply to the Customer’s balances when you complete the purchase)

• If you started from the Customer profile, the recipient is already set. If you started from Package Templates, pick the Customer in Recipient
• Optional (administrator accounts only): expand Admin overrides to set a different Price override or change how long passes last (Expiry override). Leave overrides alone to use the template’s price and expiry rules
• Click Proceed to checkout
• Review Charges (subtotal, taxes, total due) and the payment note that the Customer will be charged on their default booking card
• If Billing not ready appears, open the Customer’s profile and add or fix payment methods before you try again
• When everything looks correct, click Confirm Purchase

PLEASE NOTE: Confirm purchase stays disabled until the system confirms the Customer can be billed (they need a billing profile and a default booking payment method). Use the Review payment methods link on the checkout step, or the Customer’s profile, to resolve missing cards.