Plans

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

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.

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?

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

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

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.

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.

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.

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

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

Written by Chris McConachie
Updated over a week ago

Core - Punchcard: Adding/Removing Punches

Adjust the amount of punches on a Punchcard plan

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

Written by Chris McConachie
Updated over a week ago

Core - Adjusting Billing Date

Edit the billing date on a member's plan

Written by Chris McConachie
Updated over a week ago

Core - Pause a plan

How to pause member's plan

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

Written by Barry Pepper
Updated over a week ago

Core - Changing Plan template attributes

What happens when you edit or delete a plan

Written by Chris McConachie
Updated over a week ago

Core - Check-In Restrictions

When do restricted plan counts reset?

Written by Chris McConachie
Updated over a week ago

Core - Delete a Plan

How to delete a plan

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.

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

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.

Written by Chris McConachie
Updated over a week ago

Core - Plans: Redirect URL

How to redirect a member from any landing page

Written by Barry Pepper
Updated over a week ago

Core - Prorating

Prorating a member's plan to charge for part of the month

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

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.

Written by Barry Pepper
Updated over a week ago

Core - Plan Categories

Create plan categories to keep more organization to your plans

Written by James Plata
Updated over a week ago

Core - Creating a Punchcard

How to setup a Pay as You Go type plan.

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

Written by Chris McConachie
Updated over a week ago

Core - Create a Drop-in Plan

Written by Barry Pepper
Updated over a week ago

Core - Create Discounts

Written by Chris McConachie
Updated over a week ago

Core - Family Plans

Best practice for using discounts to modify the rate for family plans

Written by Chris McConachie
Updated over a week ago

Core - 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

Core - 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

Core - Legacy Discounts

Solution if your discounts are no longer available

Written by Chris McConachie
Updated over a week ago

Core - Adding a Discount to a Plan

Set up discounts in your Plans

Written by Chris McConachie
Updated over a week ago