Plans

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

James Plata avatar Chris McConachie avatar
34 articles in this collection
Written by James Plata and Chris McConachie

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

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

How To Roll Out a Price Increase

Its time to raise your rates. Now what?
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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
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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
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Written by Chris McConachie
Updated over a week ago

Setting a Plan to cancel on next bill date

How to set a future cancel date so the member can use the remaining days on their plan
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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.
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Written by Chris McConachie
Updated over a week ago

Plans - Free Fitness Assessment

If you have free class or appointment to get prospects in the door, here is the recommended way to set that up.
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Written by Chris McConachie
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.
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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
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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
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Written by Chris McConachie
Updated over a week ago

Punchcard - Adding/Removing Punches

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

Adjusting Billing Date

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

Pause or Cancel a plan

How to pause or cancel a members plan, and what the difference is
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Written by Chris McConachie
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
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Written by Chris McConachie
Updated over a week ago

Changing Plan template attributes

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

Check-In Restrictions

You have the option of setting up your recurring plans to limit the amount of check-ins the member has per week or per month.
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Written by Chris McConachie
Updated over a week ago

Delete a Plan

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

Plans - Redirect URL

How to redirect a member from any landing page
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Written by Chris McConachie
Updated over a week ago

Prorating

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

Plan Categories

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

Creating a Punchcard

How to setup a Pay as You Go type plan.
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Written by Chris McConachie
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
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Written by Chris McConachie
Updated over a week ago

Create a Drop-in Plan

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Written by Chris McConachie
Updated over a week ago