Plan Status:
In PushPress Core, understanding plan statuses is crucial for effective billing and membership management. Here’s a breakdown of each status and its implications:
Active: The member’s billing is current, granting full access to their plan’s benefits.
Alert: A billing issue has occurred, and the member has been notified. This status restricts class reservations, though coaches can override check-ins if necessary.
Pending Active: The plan is set to begin on a future date and hasn’t started billing yet.
Pending Cancel: A cancellation has been scheduled; the plan remains active until the set cancellation date.
Cancelled: The plan has been manually terminated by a staff member.
Paused: The plan and billing have been paused.
Completed: The plan has concluded, either because all sessions were used (in non-recurring or punchcard plans) or it reached its expiration date.
Billing Actions:
Monthly Recurring Plans: Prorating Options in PushPress Core:
When adding a monthly recurring plan for a member via the Control Panel, you have the flexibility to prorate or charge on the same day of each month. The most likely scenario for prorated billing is a member joining during the billing cycle but you want their billing to align with a specific date (for example, all billing to align with the first of the month). Here’s how it works:
Prorating Overview:
Prorating Option:
Enables the plan to renew on a specific date of the month, regardless of when it was purchased.
Automatically calculates the prorated amount based on the number of days remaining until the prorate date.
NOTE: Plans purchased through the Member Portal, Member App, or public landing pages renew on the same date the member signs up and cannot be prorated.
Key Terms and Details:
Prorate Date: The day of the month the plan will renew going forward.
Prorate Amount Calculation: Amount to be prorated today (Plan amount / # of Days in current month) x (number of days until Prorate Date)
Setup Fee: This is charged in full regardless of prorating (Cannot be prorated)
Start Billing: Automatically set to the same date as the Prorate Date if prorating is enabled.
Discounts: Prorated fixed dollar discounts are calculated using the same formula as the prorated plan amount.
Notes on Calculations:
Precision and Rounding:
The “Rate per Day” is calculated to four decimal places ($0.0000) but displayed to two decimal places ($0.00).
The final prorate amount uses the full four-decimal precision for accuracy, which may result in minor rounding differences.
By enabling prorating, you can align billing dates for improved consistency and member experience, especially for members joining mid-cycle.
How to Cancel a Member’s Plan in PushPress Core:
If a member does not plan to resume their current plan, you can use the Cancel Plan feature.
Step-by-Step Process:
Navigate to the Member Profile Page: Locate the member whose plan you want to cancel.
Find the Active Plan: Identify the plan you wish to cancel in their list of current plans.
Access the Plan Options: Select the three-dots next to the plan.
Select “Cancel Plan” from the dropdown menu.
Set the Cancel Date:
Cancel Immediately: Toggle Yes if you want the plan canceled today.
Cancel on a Future Date: Toggle No to schedule a cancellation date.
Best Practice: Set the cancel date to 1 day before the member’s next billing date to avoid additional charges.
Confirm Cancellation: Click the “Cancel Plan” button to apply the changes.
Important Notes:
Cancel Immediately: The plan status will change to Cancelled, and the member will lose access immediately.
Scheduled Cancellation: The plan status will change to Pending Cancel until the specified cancel date is reached.
Practical Tip: Communicate with the member about their billing and access timeline to avoid confusion.
How to Pause a Member’s Plan in PushPress Core:
If a member plans to return to their plan in the future, you can use the Pause Plan feature. This ensures that the plan remains in a paused state until they are ready to resume, without unnecessary billing during the pause period.
Steps to Pause a Plan:
Navigate to the Member Profile Page: Locate the member whose plan you wish to pause.
Find the Active Plan: Identify the plan you want to pause in their list of current plans.
Access the Plan Options: Select the three-dots next to the plan.
Select the Pause Plan option from the dropdown menu.
Set the Pause and Resume Dates:
Pause on Date: Enter the date the plan should pause.
Resume on Date: Enter the date the plan should auto-resume, or leave blank for an indefinite pause.
Leave blank for an indefinite pause.
Confirm the Changes: Click the “Pause Plan” button to save.
Billing Adjustments While Paused:
Billing Does Not Run: No charges will occur during the paused period, even if the next bill date remains unchanged.
Credit Adjustment Upon Resumption:
The system will calculate the number of unused days from the Pause on Date to the Paid Until Date.
These days will be credited, and the next bill date will be pushed out accordingly.
Example Scenario:
Last Payment: January 10
Paid Until: February 10
Next Bill Date: February 10
Pause on Date: February 3
Outcome:
The member has 7 unused days (February 3–10).
When the plan resumes, the next bill date will be extended by 7 days to reflect the paused period.
How to Change a Member’s Billing Date in PushPress Core:
Steps to Change the Billing Date:
Navigate to the Member Profile Page: Locate the member whose plan billing date needs to be changed.
Find the Active Plan: Identify the active plan in the member’s list of current plans.
Access the Plan Options: Select the three-dots next to the plan.
Select the Change Billing Date option from the dropdown menu.
Set the New Billing Date:
Enter the new billing date.
Note: The new billing date cannot be set to a date earlier than the current billing date.
Optionally, provide a reason for the change (useful for records or communication with the member).
Confirm the Changes: Click the “Save Changes” button to finalize the new billing date.
Important Notes:
This feature allows flexibility for members needing to adjust their billing schedules.
Be sure to communicate any changes clearly with the member to avoid confusion.
Ensure the new billing date aligns with the member’s expectations and payment cycle.
How to Change the Payment Type for a Recurring Plan in PushPress Core:
Steps to Change Payment Type:
Navigate to the Member Profile Page: Locate the member whose plan payment type needs to be changed.
Find the Active Plan: Identify the plan you want to modify in their list of active plans.
Access the Plan Options: Select the three-dots next to the plan.
Select the Change Billing Method option from the dropdown menu.
Choose the New Billing Source:
If the member has a credit card or bank account (ACH) on file, it will appear as an available option.
If no other payment methods are added only Cash/Check and Comp will be available.
Save Changes: Click the “Save Changes” button to confirm the update.
Important Notes:
Ensure the payment type is updated before the next bill date to avoid any disruptions in billing.
Communicate the changes with the member to ensure they are aware of the new payment method.
Use this feature to provide flexibility and accommodate members’ preferred payment options.
How to Change the Billing Amount or Add a Discount for a Member’s Plan in PushPress Core:
Steps to Change Billing Amount or Add a Discount:
Navigate to the Member Profile Page: Locate the member whose plan you wish to adjust.
Find the Active Plan: Identify the specific plan from the list of current plans.
Access the Plan Options: Select the three-dots next to the plan.
Select Change Amount/Discount option from the dropdown menu.
Adjust Subscription Price or Apply Discount:
Change Subscription Price: Permanently sets a new subscription price for the plan.
Add or Change Discount:
Plan Discounts: These are applied for the lifetime of the plan or for a specific number of billing cycles.
One-Time Discount: This is applied only to the next invoice/billing cycle and does not repeat.
Amount after discount: Reflects new rate.
Confirm the Changes: Click the “Save Changes” button to finalize the update.
Key Considerations:
• Subscription Price Changes: Ensure the member is informed if their recurring subscription amount is permanently adjusted.
• Discounts: Clearly communicate the type of discount applied (recurring or one-time) to avoid confusion.
• Timing: Make adjustments well in advance of the next billing cycle to ensure they are reflected correctly.
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.
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