Membership Program Design Workbook
A worksheet for designing membership tiers, pricing, and modeling the breakage and recurring-revenue math.
Educational template — not financial advice. This is an educational template with illustrative ranges, not financial advice and not a forecast. Figures are general orientation only and will differ for your practice. Confirm targets and benchmarks with your own accountant.
Download editable Excel (.xlsx)
An original Inside MedSpa template
Design tiers around recurring value, then model the economics — including the deferred-revenue liability of unredeemed credits. Download the editable spreadsheet or use the structure below. Illustrative only.
Tier design
| Tier | Monthly price | Included value / credits | Key perks |
|---|---|---|---|
| [Tier 1] | [$____] | [____] | [priority booking, retail credit, member pricing] |
| [Tier 2] | [$____] | [____] | [____] |
| [Tier 3] | [$____] | [____] | [____] |
Recurring-revenue & breakage model
| Metric | Your figure | Notes |
|---|---|---|
| Members per tier | [____] | |
| Monthly recurring revenue (MRR) | [$____] | Members × price, summed |
| Credit redemption rate | [____%] | Unredeemed credits = a deferred-revenue liability on your books |
| Estimated breakage | [$____] | Track the liability — don’t treat prepaid cash as earned |
| Retention / churn rate | [____%] | The number that makes or breaks membership economics |
Educational template — not financial advice. This is an educational template with illustrative ranges, not financial advice and not a forecast. Figures are general orientation only and will differ for your practice. Confirm targets and benchmarks with your own accountant. © 2026 Inside MedSpa.