Memberships & Packages

Memberships vs. packages — what's the difference?

Both memberships and packages involve clients paying upfront for future services, but they work differently:

If your clinic sells both, you'll set up both sections.

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Memberships

What Nabu needs to know about memberships

For Nabu to correctly account for membership revenue and cost:

1. What the plan costs — monthly price and any setup/enrollment fee
2. What benefits it includes — what does the member actually receive each month?
3. What those benefits cost to deliver — so Nabu can calculate the true margin of the membership

Setting up a membership plan

When you create a membership plan, you fill in:

Adding benefits

Each membership plan can have multiple benefits. A benefit is anything the member receives as part of the plan. Types of benefits:

• Included services — one or more services performed at no additional charge (e.g., "1 HydraFacial per month")
• Service discount — a percentage off specific services or all services
• Store credit — a dollar amount of credit added to their account each month

For each benefit, you tell Nabu:

• What type it is
• Which service(s) it applies to
• The value (quantity, percentage, or dollar amount)
• The estimated fulfillment cost — what it costs you to deliver this benefit

Why does fulfillment cost matter? If a membership includes one facial per month valued at $200, but it only costs you $80 to deliver that facial (labor + supplies + overhead), the "cost" of the membership benefit is $80, not $200. Nabu uses the fulfillment cost to calculate the real margin on your memberships.

Membership in sales records

When a client pays their monthly membership fee, that shows up as a MEMBERSHIP_SALE in your sales data. When they use a membership credit to pay for a service, that shows up as a MEMBERSHIP_REDEMPTION.

Nabu tracks both sides so you can see:

• How much membership revenue you collect
• How much it costs to fulfill membership benefits
• Whether your memberships are profitable

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Packages

What Nabu needs to know about packages

Packages are simpler than memberships. For each package plan, you define:

1. What the package is called — must match your booking software
2. What's included — which service(s) and how many sessions
3. The package price — what the client pays upfront
4. The per-session value — how the prepaid amount gets distributed across individual redemptions

Setting up a package

Per-session value

When a client uses a session from their package (PACKAGE_REDEMPTION), Nabu attributes a portion of the original package price to that redemption. By default, it divides the package price evenly across sessions.

Example: A $500 package for 5 HydraFacials = $100 per session redemption value.

Package in sales records

Similar to memberships:

• PACKAGE_SALE — the initial purchase of the package
• PACKAGE_REDEMPTION — when the client uses a session

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What if a client already has a membership or package in my booking software?

If your booking software has existing membership subscribers or clients with package balances, those show up in the Sales & Visit History import when you import the purchase and redemption records.

When you add a client manually in the sales entry modal and they have an active membership or package, Nabu shows their available credits in the Benefit / Credit Source dropdown — but only if their membership or package record has been imported or created first.

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Confirming these sections

Confirm Memberships and Packages separately. If your clinic doesn't sell memberships at all, you can mark it as Not Applicable when confirming — this removes it from the Start Guide without requiring you to enter any data.

Next: Clients →