Memberships
Keep membership billing on the customer record.
Plans, enrollment, benefits, status, and visits can stay customer-linked; recurring billing requires eligible Stripe setup and readiness.
Ava Brooks
Residential · Active
Payment
Define the service plan
Membership plans can define benefits and discounts; recurring collection is unavailable until eligible Stripe billing is ready.
Keep enrollment customer-linked
Enrollment, status, and visits remain attached to the customer; the illustrative record does not indicate a live enrollment.
Inspect billing readiness
Money state can expose provider and balance context; recurring charges require Stripe eligibility and connection readiness.
Move from plan to active status
Follow Ava Brooks from plan selection through explicit enrollment and billing checks; no collection is implied.
- 01
Define the service plan
Membership plans can define benefits and discounts; recurring collection is unavailable until eligible Stripe billing is ready.
- 02
Keep enrollment customer-linked
Enrollment, status, and visits remain attached to the customer; the illustrative record does not indicate a live enrollment.
- 03
Inspect billing readiness
Money state can expose provider and balance context; recurring charges require Stripe eligibility and connection readiness.
- 04
Payments and memberships depend on Stripe eligibility and readiness.
Do not imply collection or enrollment before Stripe is connected and eligible.
Inspect the money state
Open the Money state to inspect balance and Stripe readiness context; the illustrative scene does not collect or enroll.
Ava Brooks
Residential · Active
INV-1048
Payment
Billing readiness stays explicit
The record proves inspectable money and provider-readiness state; it does not prove enrollment, collection, retention, or revenue.
- Define the service plan
Membership plans can define benefits and discounts; recurring collection is unavailable until eligible Stripe billing is ready.
- Keep enrollment customer-linked
Enrollment, status, and visits remain attached to the customer; the illustrative record does not indicate a live enrollment.
- Inspect billing readiness
Money state can expose provider and balance context; recurring charges require Stripe eligibility and connection readiness.
- Payments and memberships depend on Stripe eligibility and readiness.
Do not imply collection or enrollment before Stripe is connected and eligible.
Review the operating boundaries.
Open each question to inspect the mechanism, dependency, or plan condition beside the capability it qualifies.
Define the service plan
Membership plans can define benefits and discounts; recurring collection is unavailable until eligible Stripe billing is ready.
Keep enrollment customer-linked
Enrollment, status, and visits remain attached to the customer; the illustrative record does not indicate a live enrollment.
Inspect billing readiness
Money state can expose provider and balance context; recurring charges require Stripe eligibility and connection readiness.
Start with the workflow you run today.
Use guided beta onboarding to map the workflow, provider connections, permissions, plan gates, and review steps before launch.