This module will help you efficiently and clearly manage your clients’ membership plans.
By the end of this lesson, you will be able to:
✅ Create a new membership plan
✅ Set up pricing options within each plan
I. Creating a Membership Plan
Accessing the Membership Module
Go to: Clients > General Pricing > Membership Fees
Here, you can review existing membership plans or create new ones by clicking the New button.
General Configuration of the Membership
When creating a new membership, fill in the following fields:
- Name and description: Give your membership a name and short description
- Active: Enable or disable the membership
- Visible on web: Allow the plan to be purchased online (requires payment gateway)
- Code: Assign a unique code to identify the plan
- Rate name: Set the name of the membership fee
- Grants member status: If checked, users with this plan will have exclusive benefits
- Membership number format: Choose how membership IDs are formatted (🔎 Example: auto number, code/year, etc.)
- Maximum number of members: Set a limit for the number of members
- Days discounts remain valid after last payment: Define how long discounts stay active after the last payment
- Days access remains valid after last payment: Set how long a member can keep access after their last paid fee
- Max number of unpaid fees: Set a limit of missed payments before member status is lost
- Days before notifying unpaid fees: Decide how many days after the due date the system should notify of non-payment
- Seasonal membership: Enable this if the membership has a specific validity period
Once the plan is created, you’ll gain access to additional configuration options.
II. Setting Up Rates Within a Membership
Each membership can include different pricing tiers.
🔎 Example:
📋 Individual and family rates
📋 Monthly and yearly rates
Creating a Rate
When you create a new membership, the rate list will be empty. To add rates:
Click New and complete the following fields:
- Active: Enable or disable the rate
- Visible on web: Allow the rate to be purchased online
- Rate name: Name of the membership fee
- Conditions: Description of the rate’s conditions
- Enrollment fee: Initial sign-up cost (if applicable)
- Individual fee: Check if it’s for one person; uncheck if it’s a family rate
- Charge first fee with enrollment: Choose whether to charge the fee along with the enrollment
- Prorate first fee: Adjust the first payment based on the start date
- Fee amount: Total price of the membership
- Max fee amount: Cap price for family rates
- Payment in installments: Allow the fee to be split into partial payments
- Payment frequency: Monthly, annual, etc.
- Fee due date: Define the payment due date
- Fixed due months: If due on specific months (🔎 Example: 5, 8, 11 for May, August, November)
- Billing info: Configure VAT and invoicing series
- Max age: If age-based, set the limit when switching to a different rate (this change happens via the Tools module)
- Max number of members: For family rates only
Once created, you can view and edit additional rate details.
III. Advanced Rate Configuration
Once a rate is created, you’ll have more customization options:
Additional Options
- Main Member Pricing: Set different pricing based on age or year
- Additional Member Pricing: Add custom pricing for family members
- Bonus Setup: Assign bonuses to be issued upon sign-up or renewal
IV. Other Membership Settings
From the membership settings, you can manage other key features:
📋 Activity Access: Define whether members can book certain services as part of their membership
📋 Access Control: If your club has access control, assign entry permissions to members
📋 Members: View a list of active members
📋 Centers Usage: If you manage multiple locations, assign which centers accept each membership
V. Managing Memberships and Rates in the System
After creating your plans and rates, here’s how to manage them:
✅ Assign a membership to a client: From their profile or using the quick access bar
✅ View active members: Go to Clients > Other listings > Members
✅ Check subscribed services: Go to Clients > Memberships and Subscribed Services > Memberships
✅ Client profile management: Under the Memberships section, view upcoming payments and collect them
✅ Special pricing for members: Create exclusive rates for members only
✅ Custom booking policies: Set exclusive booking rules for members
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