We’re introducing an important improvement for clients to receive complete membership details when signing up.
If you have the “Send email for new memberships” setting enabled, every new membership will automatically trigger a confirmation email containing clear and comprehensive agreement information.
What’s Changing?
Before | Now |
Basic email content with limited details. | Enhanced Membership Agreement Overview email containing full agreement terms, payment details, and start dates. |
Old vs New Membership Email Example
Below is a comparison of the previous basic membership email and the new enhanced version:
What’s Included in the New Membership Email?
The updated membership email now provides a more detailed and professional format, replacing the older, limited version. Each email will include:
Membership name and type
Payment details (amount, frequency, taxes, fees, discounts)
Initial term and total payments
Agreement start and end dates
Auto-renewal details (if applicable)
Payment notes and contact information
⚠️ Important Note
The Location Name, which represents your business’s legal name and DBA name, will now be included in the new membership email sent to clients. Please note that the Location Name refers to your Business Legal Name. This update ensures that clients receive accurate business information, helping to build trust and maintain professionalism in your communications.
Scenarios & What Clients Will See
Below are the different membership types and how they will appear in the confirmation email:
A. Single Payments
With Taxes
Immediate Charge: A1.1 — Tax applied, payment processed right away.
Scheduled Payment: A1.2 — Immediate start, payment date scheduled.
Future Start + Immediate Charge: A1.3 — Future start date, payment processed immediately.
With Discounts
Immediate Charge: A2.1 — Discount applied, payment processed right away. The discounted amount will be reflected in the membership agreement overview.
Scheduled Payment: A2.2 — Immediate start, payment scheduled for a future date. The discounted amount will be reflected in the membership agreement overview.
Future Start + Immediate Charge: A2.3 — Future start date, payment processed immediately. The discounted amount will be reflected in the membership agreement overview.
With Fees
Immediate Charge: A3.1 — Sign-up fee applied, payment processed immediately.
Scheduled Payment: A3.2 — Immediate start, payment scheduled for a future date.
Future Start + Immediate Charge: A3.3 — Future start date, payment processed immediately.
Regular Membership (No Taxes, Fees, Discounts)
Immediate Start + Charge: A4.1 — Starts and charges right away
Scheduled Start + Charge: A4.2 — Starts and charges on future date
B. Recurring Memberships
With Taxes
Immediate Start: B1.1 — Fixed number of installments, tax applied, starts right away.
Scheduled Start + Prorate: B1.2 — Fixed number of installments, Future start date with prorated amount.
With Discounts
Immediate Start: B2.1 — Auto-renew enabled, Discount applied, starts immediately. The discounted amount will be reflected in the membership agreement overview.
Scheduled Start: B2.2 — Auto-renew enabled, Discount applied, starts on a future date. The discounted amount will be reflected in the membership agreement overview.
With Fees
Immediate Start: B3.1 — Fixed number of installments, Sign-up and/or jump-start fees apply, starting immediately.
Scheduled Start: B3.2 — Fixed number of installments, Fees applied, starts on a future date.
Regular Membership (No Taxes, Fees, Discounts)
Immediate Start: B4.1 — Auto-renewal enabled, starts right away.
Scheduled Start: B4.2 — Autorenew enabled, starts on a future date.
Pro tip: If you add a prorated charge, even if you scheduled the start date of the recurring membership, the system will have the status as active as soon as you are done adding the subscription.
Why This Matters
Improved Transparency: Clients get all details upfront, reducing confusion.
Professional Communication: Branded, consistent messages build trust.
Better Client Experience: Eliminates the risk of missed or incomplete information.
No action is required on your end — this change applies automatically to all accounts.