Create a membership plan or a session pack
Plans live on Plans / Shop in the menu. There are two kinds:
- a Membership, which bills the member again every period (monthly, yearly and so on);
- a Session pack, which the member pays for once and uses up one session per check-in. With class booking on, the session is used when they book a class, not when they check in.
Add a plan
- Open Plans / Shop and tap Add Plan (or Add Your First Plan if you have none yet).
- At the top of the form, choose Membership or Session pack.
- Type a Name (for example Basic Monthly or 10-Session Pack) and a Price (USD).
- For a membership, pick the Billing frequency: Monthly, Quarterly, Every 4 months, Twice a year or Yearly. Plans longer than a month are paid in full up front, and aren't billed on your shared billing day.
- For a session pack, type the Number of Sessions instead.
- Optional: Who it's for (Everyone, Kids or Adults, see below), an Auto-assign tag (shown only if you have tags), given to every member who subscribes, and a Description.
- Tap Create Plan.
Members can buy the plan only once your payments are set up (see Let members pay you).
Change a plan
Tap Edit on the plan's row, change what you need, and tap Update Plan.
- Changing the price changes it for new sign-ups. People already on a membership keep paying the old price. To move them too, tap Update N to the new price on the plan's row and confirm (see Change a price, and move current members to it).
- Changing how often it bills isn't possible once anyone is on the plan. Create a new plan instead. Name, price and description can still be edited.
Put your plans in order
Your plans are listed by name until you set your own order. After that, every list of your plans follows it, including the ones members see, and a plan you add later goes last.
- Tap Reorder above your plans. It shows once you have two or more.
- Drag a plan by its handle, or use its up and down arrows. On a computer, the arrow keys move the plan whose handle you clicked.
- Tap Done to save the order, or Cancel to leave it as it was.
Plans for an age group
Set Who it's for on a plan to Kids or Adults. A plan you don't set is for Everyone. When a family chooses a plan in their portal, a member with a date of birth sees the plans for their age first (Kids under 18, Adults 18 and over), then the plans for everyone, then the rest under Other plans. Memberships come before session packs in each group, then your own order. A member with no date of birth sees memberships first, in your order. Nothing is hidden and no price changes.
Stop selling a plan
Tap Deactivate on the row. Members can no longer buy it; anyone already on it keeps being billed. Tap Reactivate to sell it again.
Delete works only for a plan nobody has ever subscribed to, and only after you deactivate it. A plan with history can't be deleted, so its members' records stay intact: deactivate it instead.
What plans don't do (yet)
- No weekly or custom billing periods: only the five listed.
- No sign-up fee field, and no expiry date on packs.
- Prices are in US dollars.
Related: Offer a free trial, Take a payment at the front desk, Shop items.
Still stuck?
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