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Core | Hybrid Plans

Combine monthly class plans with appointment credit allocations

Updated over 2 months ago

Hybrid Plans offer the flexibility to include both class access and appointment credits in one recurring or non-recurring plan, billed together.

Hybrid Plan Set Up

From your Core Dashboard, select Plans -> Create New Plan or select the plan you want to edit.

  • Complete the Basic Info: (Name, Client Status, & Plan Category)

  • Complete Billing Info: (Price, Billing Interval, Recurrence Interval, Set Up Fees, & Taxes)

  • Classes & Open Gym: Set the Class Types and Attendance Limits

  • Select "+ Add" to add appointment credits

    • Add the Appointment Type

    • Credits per billing period

    • Credit Expiration Date

    • Payroll reporting (If applicable)

  • Repeat for any additional Appointment Types to be added to the plan

  • Complete the remaining steps to set up or edit your plan and save.

How to verify appointment credits are added

From the member's profile, select "Appointment Credits (NEW) from the menu on the right side.

Hybrid Plan Limitations

Here are some additional considerations regarding Hybrid Plans:

Tax Rates

  • You cannot assign different tax rates for appointment credits versus plan tax rates.

  • The tax rate applies to the entire plan as a whole.

Plan Cancellation and Credits

  • Cancelling a plan will not automatically remove any existing credits from the member’s profile.

  • Admins must manually remove credits if a plan is canceled.

Changing Appointment Types

  • If you change the appointment type in a Hybrid Plan, it will not affect existing credits that have already been issued.

  • Existing credits will remain linked to the original appointment type.

Recurring Bookings

  • Hybrid Plans are not intended for recurring booking of appointments.

  • However, they do handle recurring payments for appointment credits that can be used for recurring appointments.

Hybrid Plan FAQs

Will Hybrid Plans Work with Payroll?

  • Fixed-Rate Appointments: Appointments paid at a fixed rate will work as expected.

  • Percentage-Based Appointments: These will not function properly because the system cannot break down the price/credit within a Hybrid Plan, meaning all appointments will be marked as $0 in the database.

Will Hybrid Plans Work with Landing Pages?

  • Yes, Hybrid Plans can be set up with landing pages.

  • Credits Allocation: When purchased via a landing page, credits are awarded, and plan details will be visible on the page.

  • Appointment Booking: Once purchased, members cannot book appointments through the landing page scheduler. Instead, they should book appointments through the member app.

Can I Set Expiration Dates?

  • Yes, expiration dates can be set on appointment credits independently of the plan’s billing settings.

  • Appointment credits are billed/allocated according to the billing window, not based on calendar settings.

Can the Cost of Appointments and Classes Be Separate?

  • No, the total cost for the Hybrid Plan is summed together.

  • For reporting purposes, a plan that includes $200 for classes and $300 for appointments will be reported as a $500 membership.

Can I Update Current Plans to Hybrid Plans?

  • Yes, you can update current plans to Hybrid Plans.

  • Changes won’t be retroactive: The updates will only affect current and future members on the plan.


Help

If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.

About PushPress

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