Plans

Everything you need to know about creating, editing and managing your plans

Chris McConachie avatar James Plata avatar Barry Pepper avatar
35 articles in this collection
Written by Chris McConachie, James Plata, and Barry Pepper

Core - 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
James Plata avatar
Written by James Plata
Updated over a week ago

Core - How To Setup and Sell Hybrid Memberships (Membership + PT)

If you sell hybrid memberships, here is how to set them up.
James Plata avatar
Written by James Plata
Updated over a week ago

Core - How To Roll Out a Price Increase

Its time to raise your rates. Now what?
James Plata avatar
Written by James Plata
Updated over a week ago

Core - 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
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Passing URL parameters via the Plan Redirect URL

Setup flow example for members to schedule a time after making payment
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Fundamentals, Foundations, On-ramp, etc.

Plan to sell for small groups to get them ready for main class.
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - 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.
Barry Pepper avatar
Written by Barry Pepper
Updated over a week ago

Core - 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.
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Setting up a Bootcamp or short course

Set up a Course that begins and ends on predetermined dates
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Finding Landing Page to sell a Plan online

Use landing pages to link to your plans
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Punchcard: Adding/Removing Punches

Adjust the amount of punches on a Punchcard plan
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Inputting members for a free trial

How to get members in the system, wavered up for a free trial
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Adjusting Billing Date

Edit the billing date on a member's plan
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Pause a plan

How to pause member's plan
Barry Pepper avatar
Written by Barry Pepper
Updated over a week ago

Core - Plans: Redirect to reserve a spot in class

When selling a plan online, you may want to redirect a member to schedule a class
Barry Pepper avatar
Written by Barry Pepper
Updated over a week ago

Core - Changing Plan template attributes

What happens when you edit or delete a plan
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Check-In Restrictions

When do restricted plan counts reset?
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Delete a Plan

How to delete a plan
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Adjusting Plan price

How to adjust the recurring plan price after the plan is assigned to a member.
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Change Billing Method

You can change the payment type for any recurring plan from cash to card at anytime before the next bill date
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Plans: Create a yearly recurring fee for gym maintenance

Some gyms will charge a yearly maintenance fee or something similar to all active members.
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Plans: Redirect URL

How to redirect a member from any landing page
Barry Pepper avatar
Written by Barry Pepper
Updated over a week ago

Core - Prorating

Prorating a member's plan to charge for part of the month
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Creating a plan thats starts on a specific date

How you define the start date for a specific plan
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - 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.
Barry Pepper avatar
Written by Barry Pepper
Updated over a week ago

Core - Plan Categories

Create plan categories to keep more organization to your plans
James Plata avatar
Written by James Plata
Updated over a week ago

Core - Creating a Punchcard

How to setup a Pay as You Go type plan.
Barry Pepper avatar
Written by Barry Pepper
Updated over a week ago

Core - Create a Monthly Recurring Plan

Typical month to month membership class, CrossFit, GPP, Yoga, Barbell Club, Strength & Conditioning can all fall under this setup
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Create a Drop-in Plan

Barry Pepper avatar
Written by Barry Pepper
Updated over a week ago