PushPress offers a variety of plan options to suit the needs of different members and business models. These plans can be customized with various settings such as reservation limits, class restrictions, price points, occurrences, and expiration dates.
Establishing your base plan templates is essential for creating an efficient system to manage memberships and signups. Below are the common types of plans you’ll likely offer at your gym. Each plan will automatically generate a landing page for seamless online signups, reducing the need to handle walk-ins manually.
PushPress Plan Categories
Using Plan Categories in PushPress is essential for keeping your memberships and offerings well-organized, and greatly enhances the clarity and accuracy of your reporting.
Key Benefits of Plan Categories:
Keeps Your Plans Organized:
Plan categories allow you to group similar types of plans together, such as:
Personal Training Plans
CrossFit Plans
Kids CrossFit Plans
Hybrid Plans (classes and appointments)
Without categories, all these plans would be mixed together in a general category, making it harder to manage and differentiate between them.
Improved Detailed Reporting:
When generating reports, plan categories make it easier to filter and analyze your data. For example, you can filter generated reports specifically for CrossFit Plans or Personal Training Plans, allowing for more targeted insights into performance, membership trends, and financials.
Categories also help in reviewing data for specific areas of your business without having to sift through unrelated plans, leading to quicker and more efficient decision-making.
By organizing your plans into categories, you ensure better structure and streamlined operations, making it easier to manage and analyze your offerings.
How to Create Plan Categories in PushPress
From your Core dashboard, go to Plans, then select Plan Categories.
Click on "Create Plan Category" or select the red "+" button.
Enter the name of the category you want to create (e.g., "Members", "Trials", "Visitors").
NOTE: Make sure these are simple and descriptive as they appear on your public landing pages.
NOTE: We expressly suggest Grow users set their Plan Categories to "Members", "Trials", "Visitors".
Once you’ve named the category, click "Create Category".
Repeat this process to create additional categories as required for your various plan types.
PushPress Plan Types
Recurring Plans:
Description: Memberships that automatically renew based on a set billing cycle (e.g., monthly, yearly).
Customization Options:
Reservation Limits: Restrict the number of classes a member can reserve within a certain period.
Class/Calendar Type Restrictions: Limit the types of classes or calendar categories the member can attend.
Price Points: Flexible pricing options to accommodate various membership levels.
Class Occurrences: Set limits on how many classes the member can attend within a given period.
Expiration Dates: These plans are ongoing unless canceled, so no specific expiration date unless manually applied.
Non-Recurring Plans:
Description: One-time purchase memberships or access plans that do not renew automatically.
Customization Options:
Reservation Limits: Control how many classes can be attended.
Class/Calendar Type Restrictions: Limit access to specific class types or categories.
Price Points: Set a one-time payment.
Class Occurrences: Set the number of classes that can be attended before the plan ends.
Expiration Dates: Plans may expire after a set duration or a specific number of days after purchase.
Session Packs (Punchcards):
Description: Plans where members purchase a set number of class credits (sessions), often referred to as punchcards.
Customization Options:
Reservation Limits: Typically based on the number of sessions purchased.
Class/Calendar Type Restrictions: Sessions can be limited to specific types of classes.
Price Points: One-time fee based on the number of sessions included.
Class Occurrences: Sessions are deducted as members attend classes.
Expiration Dates: Session packs often have an expiration date after purchase (e.g., 6 months to use all sessions).
Creating Plans
Navigate to Plans:
From your Core dashboard, go to the Plans section.
Click on Plans to view active and deleted plans.
Create a New Plan:
Select the "+ Plan" button to create a new plan.
Choose the Plan Type:
Select the appropriate type of plan (Recurring, Non-recurring, or Session Pack (Punchcard)).
Fill in Basic Information:
Plan Name: Enter the name of the plan.
Client Status: Choose the client status for the plan (Member, Non-member, Lead).
Plan Category: Select the category the plan belongs to (determined by the plan categories you set up).
Enter Billing Information:
Price: Set the price of the plan.
Billing Frequency: Select how often the plan will be billed (e.g., monthly, annually). NOTE: This is not an option for Session Packages (Punchcards).
Recurrence Frequency: Define how often the plan recurs. NOTE: This is not an option for Session Packages (Punchcards).
Set-Up Fee: Enter any one-time setup fees, if applicable.
Associated Taxes: Configure any taxes associated with the plan. Configuring sales tax
Access to Classes and Gym:
Configure access to classes and open gym.
Class access is assigned to the plan based on the Class Type. Create Class Types
Set the attendance limit for each type of access (e.g., how many classes per billing period, week, or month).
Billing Period: Classes will re-allocate each time the billing processes for the plan. These do not allocate in accordance with a calendar month.
Week: Classes will re-allocate every Sunday. the PushPress calendar runs Sunday to Saturday.
Month: Classes re-allocated on the calendar month
For Session Packages (Punchcards) you can set the expiration/duration time limit.
Appointments (Hybrid Plan):
If this is a Hybrid Plan configure the appointment settings here (e.g., number of sessions, expiry details).
Other Settings:
Set up any additional settings such as HybridAF (for 24 hour access) or limited quantity if the plan has a limited number to be sold.
Select Next:
Review all the information and settings, then proceed by selecting the Next button to save or proceed with the plan setup.
Configure Online Sales Options: This process ensures your plan is fully ready for online sales, with clear descriptions, booking options, and confirmation messages in place.
Choose whether to publish a sales page that you can share with potential members/clients. This page will allow people to view and purchase the plan online.
Select Where to Display the Sales Page: Choose where you want the sales page to be displayed.
Member App: If the plan should be available for purchase directly within the member app.
Staff App (Kiosk): For staff to manage and sell the plan via the staff app kiosk.
Website Plan List: If the plan should be listed on the website plan list for public access.
Configure Online Purchase Confirmation Message:
Set up a confirmation message that will be shown to members/clients after they successfully purchase the plan online.
This is a perfect place to add a linked PAR-Q or to add a link to redirect to a specific webpage you want clients to see.
Allow Class Booking (Optional):
Enable the option to prompt the member/client to book a class immediately after purchasing the plan.
This will also list the landing page on the public calendar, making it visible and accessible for future class bookings.
Provide a Short Description of the Plan:
Write a concise short description that highlights the key benefits and details of the plan. This will be displayed on the landing page and other key sales areas.
Provide a Long Description of the Plan:
Write a more detailed long description that explains the plan in-depth, covering any additional features, pricing, and value for the member/client.
Save the Plan: Once all the information is entered and settings are configured, click Save to finalize and publish the plan.
Edit Active Plans
Navigate to Plans:
From the dashboard, go to the Plans section.
Click on Plans to view the list of active and deleted plans.
Select the Plan to Edit:
Find the specific plan you want to edit.
Click on the three dots next to the plan’s name.
Select "Edit Plan"
Edit Plan Details:
You can modify any aspect of the plan such as:
Basic Information (name, client status, plan category)
Billing Information (price, billing frequency, recurrence frequency, setup fee, taxes) NOTE: Updating pricing will produce a confirmation box where you can select to update existing plans with the new price (Yes), or update only future members on the plan (No).
Access to Classes/Open Gym (attendance limits)
Appointment settings (for hybrid plans)
Online Sales Settings (landing pages, descriptions, confirmation messages)
NOTE: The only aspect you cannot change is the Plan Type.
Save the Changes: After making the necessary edits, click Save to apply your changes.
Delete a Plan
Important NOTE: Before deleting an active plan, make sure there are no members currently enrolled in the plan. Deleting the plan does not automatically stop billing for members still on the plan, so you’ll need to handle those members manually before proceeding.
Navigate to Plans:
From the Core Dashboard, go to the Plans section.
Click on Plans to view the list of all active and deleted plans.
Select the Plan to Delete:
Find the specific plan you want to delete.
Click on the three dots next to the plan’s name.
View Plan Info:
From the dropdown menu, select "View Plan Info"
Scroll to Find "Delete Plan":
Scroll down on the plan info page until you see the "Delete Plan" button on the right-hand side.
Delete the Plan:
Select the "Delete Plan" button to permanently remove the plan.
NOTE: Any deleted plan can be reactivated from the plans page by selecting to "View plan info" and selecting "Reactivate 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
PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!