You maybe running an OPEX or MadLab business model or something similar where you want to include a set amount of appointment credits per month for Personal Training automatically in their monthly membership fee. Currently their are 2 ways to achieve this.

Single Plan Method

  1. Include the cost of the appointment credits in their regular recurring monthly plan.
  2. Set up an appointment type that is "free", no cost for the PT.
  3. Each month add X number of 'free' PT credits to the members on that plan.
  4. Schedule appointments as needed with the member.

Dual Plan Method

  1. Create a separate recurring plan that covers just the additional add-on fee for the PT credits. Set this plan to not allow check-ins. 
  2. Set up an appointment type that is "free", no cost for the PT.
  3. Each month add X number of 'free' PT credits to the members on that plan.
  4. Schedule appointments as needed with the member.

Notes:
We understand there is some manual work involved in assigning X number of credits per member. We do have a feature improvement in the works that will automatically add appointment credits each month.

We also recommend you use Mailchimp or Autopilot to set up emails to members on this plan to remind them to schedule their appointment credits each month.

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