Setup, Plans, Payments, Discounts, Apps

266 articles
Core - What can a member do if they miss a payment and are in Alert Status?Here are the actions your clients can take if they have a late payment.
Core | Why did you guys build PushPress?
Core | Cancelled Members - Download a ListView your cancelled subscriptions.
Core | Get Started - Shopping List
Core | International Debit for CanadaAdding International Debit for Canada to your Core account.
Core | Landing Pages - OverviewHelp Docs to support use of Landing Pages

Core | Plans - Create a ChallengeChallenges can be created and purchased through PushPress.
Core | Plans - Editing PlansSo, you want to edit a plan that is already created...and may already have members? Here's what you can do.
Core | Landing Pages - Credit Card or ACHMember choice - Credit Card or ACH
Core | Plans - Landing Page Leverage*Here at PushPress, we love our Landing Pages. Quick, friction free sign ups from FREE trials to Paid Memberships
Core | Set up - Sign Up and Reserve a Spot in Class, RedirectWhen selling a plan online, you may want to redirect a member to schedule a class
Core | Members - Sub-accounts (adding families or couples)Sub-accounts are used to link parents, children, or couples together to share billing information
Core | Landing Pages - The New Member ExperienceHere's what the experience will be for a new member at your gym
Core - Upgrade/Downgrade Member planUpgrading or Downgrading a members plan can be done in a few steps.
Core | Plans - Free or Paid Trial
Core | Plan CategoriesCreate plan categories to keep more organization to your plans
Core | Plans - SetupGeneral overview on best practices for Plan setup
Core | Plans & Events - Connect to Website
Core | Plans - 4 Week and Bi-Weekly Billing Cycles + ImplementationNo more monthly memberships? Here is how you set up different billing cycles in PushPress Core.
Core | Plans - Pre-Sale or Session Start DateSell a Plan with a specific start date
Core | Plans - ProrateProrating a member's plan to charge for part of the month
Core | Plan - StatusWhat each Plan Status means
Core | Plan - CancellationHow To Cancel a Member's Plan
Core | Drop-ins - Best PracticesBest Practice for Drop-ins
Core | Plans - Pause MembershipHow to pause member's plan
Core | Delete a PlanHow to delete a plan
Core | Plans - Adjust Billing DateEdit the billing date on a member's plan
Core | Plans - Change Billing MethodYou can change the payment type for any recurring plan from cash to card at anytime before the next bill date
Core | Plans - Discounts
Core | Plans - Adding a DiscountSet up discounts in your Plans
Core | Plans - Stacking DiscountsYou can only apply one discount per plan. Here's a workaround for how to stack more than one.
Core | Family Plans - DiscountsBest practice for using discounts to modify the rate for family plans
Core | Discounts - Creating a One-Time DiscountLimit how many times a discount can be used for a plan
Core | Plans - One-time discount for subscriptionsHow to add a single use discount for any flat amount.
Core | Plans - Gift a MembershipHow to sell a Membership as a Gift
Core | Plans - Check-In RestrictionsWhen do restricted plan counts reset?
Core | Plans - Yearly Fee Gym MaintenanceYearly Charge for Maintenance
Core | Plans - Monthly Recurring Plan OptionsTypical month to month membership class, CrossFit, GPP, Yoga, Barbell Club, Strength & Conditioning can all fall under this setup
Core | Punchcard PlansHow to create a Pay as You Go type plan.
Core | Plans - Roll Out a Price IncreaseIts time to raise your rates. Now what?
Core | Plans - On-ramp, Fundamentals, Foundations, etc.Plan to sell for small groups to get them ready for main class.
Core | Plans - Free Class or Fitness AssessmentIf you have free class or appointment to get prospects in the door, here is the recommended way to set that up.
Core | Creating a Hold FeeYou may want to charge someone a monthly fee while their membership is on hold, here is how to do that.
Core | Plans - Punchcard Adding/Removing PunchesAdjust the amount of punches on a Punchcard plan
Core | Plan - Summer Camp Set upSetting up, selling, and managing summer camp
Core | Plans - Bootcamp or Short courseSet up a Course that begins and ends on predetermined dates
Core | Plans - Sell onlineThe following articles discuss how to find the landing page links and the second one discusses how to embed them into your site.
Core - Embedding Landing PagesiFrame a Plan Landing Page or your schedule in your website
Core | Hybrid PlansCombine monthly class plans with appointment credit allocations

Core | What is the new member experience? (Member Journey)Here's what the experience will be for a new member at your gym
Core | Staff - Assigning Members and LeadsHow to assign a member or lead to one of your staff
Core | Lead - Referred byFind where the lead was generated from
Core | Members - Sub-account TroubleshootingCommon issues and questions about sub-accounts
Core | Staff - Promote from MemberChange the access permissions of a member to Staff
Core | Check in - Coach Check-in Options
Core | Members - Assigning Sub Accounts + Member App AccessExplains how to setup a sub account for MP Access.
Core | Members - Add a New Member + Add a PlanThere are multiple way to add members into your system. Here's a breakdown of the different methods
Core | Member - Logins
Core | Members - PasswordsMembers will use their password to log into the Member App and can authenticate for purchases in the Store App set to Kiosk mode
Core | Staff - Changing PasswordHow to change or update a staff member's password
Core | Add a Staff Member
Core | Staff - RemoveHow to remove Staff access for a coach or staff member
Core - Adding Control Panel access to staff membersDisable Control Panel access for Coaches
Core | Members - Check-In History
Core | Members - Check InsCheck in Your Members to Make Decisions for your Business
Core | Leads - Auto - Assigning To A CoachHow to generate a Lead Generation Landing Page for each coach.
Core | Leads - Merge Fields and How to Use ThemUsing the Redirect URL to pass data
Core | Members - Merge MemberWhen you have duplicate accounts, you should probably merge them.
Core | Lead - Adding a Credit CardAdding a credit card to a lead
Core | Profile HeadshotsHow Members/Admins/Staff can add a headshot
Core | Member - StatusDetailed rules on how Lead, Member, Ex-Member and Non-Member status are assigned to people
Core | Members - SearchHow to search for a specific member
Core | Attendance - Check-in CountKeep tabs and find out how many check-ins each member has

Core - Canada ACSS on Landing PageUsing Direct Debit from a landing page
Core | Stripe - Bank Account ChangeHow to change the bank account your member payments from PushPress go into.
Core | Australia Direct DebitDirect Debit allows you to capture a member's banking information for direct debit.
Core | Member Alert - Managing The Extra Invoices CreatedWith the shift from adding plan Subscriptions to Invoices, there might be some data clean up that needs to be done
Core | International Debit for Europe (SEPA)Adding International Debit to your Core account.
Core | ACH - Payment FailuresWhat happens when an ACH payment is returned as failed?
Core | ACH - Update Bank AccountIf a member's bank information changes, or they wish to just switch to use a different bank.
Core | Split PaymentsHow to set up a class/event with a split payment
Core | Why Am I Not Receiving Deposits?If you have not received deposits according to your regular schedule, use the steps below to get that fixed.
Core | ACH - How To EnableACH is an alternative payment method the can be used in place of credit cards. This involves direct debits from a customer's bank account.
Core | Payments - Charge FailedEvery now and again a Credit Card will get declined. Here is what to do.
Core | ACH - Cost, Fees and Benefits
Core | Payments - Recording Future InvoiceYou may have someone who wants to pay for their membership for the next few months
Core | ACH - Process a RefundBecause ACH transactions are not instant, there is a delay in the ability to process a refund.
Core | Payments - Collecting OverdueHow to get collect payments that are overdue
Core | Failed PaymentsWhen an invoice or transaction fails, system actions and alerts are triggered. This is what happens.
Core | ACH Migration ModeHow to bulk request ACH bank info from leads, non-members, and members all at one time.
Core | Payments - InvoicingWhat it is, what has changed, and why invoicing in the first place?
Core | ACH - Verify Bank AccountsEasily allow your customers to verify their bank account as part of the sign up process
Core - Credit Cards Payment Options | Processing Fees
Core | Stripe Payment Processor = BestReasons why Stripe is currently the only Merchant Processor we integrate with
Core | Credit Cards - Re-activate Old / PreviousSometimes a member wants to use an old card on file. Here's how to switch the card on file with a previously used credit card
Core | Stripe - Transfers (How soon will I get my money?)How long will it take to get your Stripe transfers
Core | Credit Card - Process a RefundYou can issue a full or partial refund for any credit card transaction in the Control Panel.
Core | Can I use my own credit card processor?
Core | ACH - Start GuideACH payments made easy.
Core | Find active paying membersWith a few button clicks you can find your active paying members
Core | Credit Card - Updating or AddingMultiple options depending on if you want them to do it remotely or you have them in person with the card
Core | Stripe - Can I link two accounts to PushPress?You may have different revenue streams that you want to go to different Stripe accounts
Core | Flex Fee FAQsHere are some commonly asked questions about Flex Fee
Core | How to Set Up Flex FeeHow to set up your Flex Fee

Core | Appointments System OverviewRecurring billing or recurring booking, PushPress Appointments has you covered
Core | Appointment Types - Details, Staff, Availability & NotificationsThe new Appointment system can create multiple appointment types with different default availability and staff members.
Core | Appointments Landing Pages - Link to Website & Free First AppointmentThe steps below will guide you to the links needed to be able to offer appointment purchase and sing up on your website.
Core | Appointments - PayrollHow to track your staff payroll for appointments using the Appointment system.
Core | Appointments - Creating and using PackagesLet's take a look at how to create a sell appointment packages.
Core | Appointments - Buy Credits and Book Appointment For clientPurchase and book appointment or just add a package
Core | Appointments - View CalendarQuick look at different views you can select from on the appointment calendar for staff
Core | Appointments - Book Appointment with Landing PagesSell Appointments online with Landing pages.
Core | Appointments - View Member Appointment HistoryHere is how you can view a full history of appointments sold, booked, and attended for a member.
Core | Appointments - Staff Hours & AvailabilitySet times where your coaches can take appointments
Core | Recurring Appointment BookingBook recurring appointments with or without available credits.
Core | Appointments - Book Multiple SessionsSee a client each week or want to book multiple appointments at once? Let's go!
Core | Recurring Appointment Booking FAQFind answers to commonly asked questions about recurring appointment booking from Core
Core | Appointment Calendar ViewChange the appointment calendar view to increase functionality and productivity

Staff App | OverviewWhat can you do from the new PushPress Staff App from it's two modes
Staff App | Check-in Kiosk ModeStaff App allows you to use kiosk mode on a tablet to check members into their classes
Staff App | Manage CoachesStaff App allows you to change coaches and add assistant coaches directly from the app.
Staff App | How to Check a Member Into a Class/Open GymYou can check in members who have a reservation, add to a class without a reservation, and check in from the home screen.
Staff App | Chat FunctionThe Staff App chat function is an all in one communication solution for your staff.
Staff App | How To Cancel AppointmentsCancelling appointments and notifying both staff member and client is now easier.
Staff App | How To View & Filter AppointmentsView, filter, and customize filters to personalize your appointment view.
Staff App | Plan Purchase from Kiosk ModeYou can now sell plans directly from your Staff App
Staff App | Booking AppointmentsYou can purchase credits and book appointments for clients from the Staff App
Staff App | Product Purchase from Kiosk ModeYou can now sell products directly from your Staff App
Staff App | Product Purchase Payment Set Up from COREHow to set up your payment options in Core to sell products through the Staff App in Kiosk mode.
Staff App | Member NotesYou can share important notes about your members directly in the Staff App (Staff Mode).
Staff App | Product Discounts From Staff ModeWith the Staff App (Staff Mode) you can apply discounts for coaches and members on their product purchases
Staff App | Product Purchase - Checkout OptionsHow to charge members or guests for products from the Staff App