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Plans
Everything you need to know about creating, editing and managing your plans
35 articles in this collection
Written by
Chris McConachie,
James Plata,
and
Barry Pepper
Managing The Extra Invoices Created from Alert Members
With the shift from adding plan Subscriptions to Invoices, there might be some data clean up that needs to be done
Written by
James Plata
Updated over a week ago
How To Setup and Sell Hybrid Memberships (Membership + PT)
If you sell hybrid memberships, here is how to set them up.
Written by
James Plata
Updated over a week ago
How To Roll Out a Price Increase
Its time to raise your rates. Now what?
Written by
James Plata
Updated over a week ago
Passing URL parameters INTO a Plan Landing Page or Lead Capture Form
Example of how to pre-populate name, email, phone etc on a Landing Page
Written by
Chris McConachie
Updated over a week ago
Passing URL parameters via the Plan Redirect URL
Setup flow example for members to schedule a time after making payment
Written by
Chris McConachie
Updated over a week ago
Fundamentals, Foundations, On-ramp, etc.
Plan to sell for small groups to get them ready for main class.
Written by
Chris McConachie
Updated over a week ago
Plans - Free Class or Fitness Assessment
If you have free class or appointment to get prospects in the door, here is the recommended way to set that up.
Written by
Barry Pepper
Updated over a week ago
Creating a Hold Fee
You may want to charge someone a monthly fee while their membership is on hold, here is how to do that.
Written by
Chris McConachie
Updated over a week ago
Setting up a Bootcamp or short course
Set up a Course that begins and ends on predetermined dates
Written by
Chris McConachie
Updated over a week ago
Finding Landing Page to sell a Plan online
Use landing pages to link to your plans
Written by
Chris McConachie
Updated over a week ago
Punchcard - Adding/Removing Punches
Adjust the amount of punches on a Punchcard plan
Written by
Chris McConachie
Updated over a week ago
Best Practice - Inputting members for a free trial
How to get members in the system, wavered up for a free trial
Written by
Chris McConachie
Updated over a week ago
Adjusting Billing Date
Edit the billing date on a member's plan
Written by
Chris McConachie
Updated over a week ago
Pause a plan
How to pause member's plan
Written by
Barry Pepper
Updated over a week ago
Plans - Redirect to reserve a spot in class
When selling a plan online, you may want to redirect a member to schedule a class
Written by
Barry Pepper
Updated over a week ago
Changing Plan template attributes
What happens when you edit or delete a plan
Written by
Chris McConachie
Updated over a week ago
Check-In Restrictions
When do restricted plan counts reset?
Written by
Chris McConachie
Updated over a week ago
Delete a Plan
How to delete a plan
Written by
Chris McConachie
Updated over a week ago
Adjusting Plan price
How to adjust the recurring plan price after the plan is assigned to a member.
Written by
Chris McConachie
Updated over a week ago
Change Billing Method
You can change the payment type for any recurring plan from cash to card at anytime before the next bill date
Written by
Chris McConachie
Updated over a week ago
Plans - Create a yearly recurring fee for gym maintenance
Some gyms will charge a yearly maintenance fee or something similar to all active members.
Written by
Chris McConachie
Updated over a week ago
Plans - Redirect URL
How to redirect a member from any landing page
Written by
Chris McConachie
Updated over a week ago
Prorating
Prorating a member's plan to charge for part of the month
Written by
Chris McConachie
Updated over a week ago
Creating a plan thats starts on a specific date
How you define the start date for a specific plan
Written by
Chris McConachie
Updated over a week ago
Register for Class after signing up for a Plan
You may want to get new members pre-registered for a specific class after they sign up for a plan.
Written by
Chris McConachie
Updated over a week ago
Plan Categories
Create plan categories to keep more organization to your plans
Written by
James Plata
Updated over a week ago
Creating a Punchcard
How to setup a Pay as You Go type plan.
Written by
Barry Pepper
Updated over a week ago
Create a Monthly Recurring Plan
Typical month to month membership class, CrossFit, GPP, Yoga, Barbell Club, Strength & Conditioning can all fall under this setup
Written by
Chris McConachie
Updated over a week ago
Create a Drop-in Plan
Written by
Barry Pepper
Updated over a week ago
Discounts
Create Discounts
Written by
Chris McConachie
Updated over a week ago
Family Plans
Best practice for using discounts to modify the rate for family plans
Written by
Chris McConachie
Updated over a week ago
Stacking Discounts
You can only apply one discount per plan. Here's a workaround for how to stack more than one.
Written by
Chris McConachie
Updated over a week ago
Creating a One-Time Discount for Plans
Limit how many times a discount can be used for a plan
Written by
Chris McConachie
Updated over a week ago
Legacy Discounts
Solution if your discounts are no longer available
Written by
Chris McConachie
Updated over a week ago
Adding a Discount to a Plan
Set up discounts in your Plans
Written by
Chris McConachie
Updated over a week ago