In this article, we will be showing you

  1. How to create a credit pack

  2. Sample credit pack

  3. How to create a trial membership


1. Creating a credit pack

To create a credit pack you can follow the below steps:

πŸ‘‰ Be at the location, navigate to Services > Memberships > The Manage Memberships page opens

πŸ‘‰ Click Create Plan > Create Membership page opens up

πŸ‘‰ Enter the basic details of the credit pack

  • Event type: Select Credit pack

  • Create for: Select if it is applicable only at this location or across the region

  • Plan Name: Enter the name of the credit pack

  • Membership group: Select the group that this pack falls under

    • If you want to add a new group select 'add new group' from the dropdown, enter the group name and click on create

  • Description: Enter the description of the membership (this shows up on the website and customer app)

πŸ‘‰ Update the Expiry and the credit information

  • Expiry date: You can select the validity of the membership if it is valid for a couple of months/weeks/days

  • Booking credits: Enable this check if this membership offers booking credits

  • Credits: Select if this membership plan has unlimited credits or fixed credits. If you selected fixed credits, enter the number of credits you offer with this plan

πŸ‘‰ Enter the advanced settings

  • Trial membership:

    • Enable this option if it is a trial membership.

    • You can select how many times the customer can purchase this membership in a specified time period

  • Visible to customer: Enable this option if you want this pack to show up on the website/customer app

  • If credits are exhausted expire the plan:

    • Select an option if you want to expire the pack once the credits are exhausted or if you want the pack to expire on the expiry date

    • If it is a fixed credit pack with no other benefits you can select expire immediately once the credits are exhausted

    • If this pack has access to on-demand videos along with the fixed credits then you can expire the pack on the expiry date

  • Start membership from: Select one of the below options for the validity start date

    • Date of purchase: Validity of the pack starts from the day they purchased

    • Date of first use: Validity of the pack starts from the day the customer makes the first booking.

    • Date of first visit: Validity of the pack starts from the date of first-class that the customer has booked.

  • Book ahead of expiry:

    • Select an option if you want to allow the customer to book for classes ahead of the membership expiry date or not.

    • If you allow the customers to book then enter the number of days they can book ahead

πŸ‘‰ Enter the price details

  • Price: Enter the price of the credit pack


2. Sample credit pack

Let's see how to create a 15 class credit pack priced at $150 which is valid for 1 month

πŸ‘‰ Update basic details of the membership

  • Select event type as Credit pack

  • Select if the membership plan is valid only for this Location or for the Region in the β€˜create for’ field

  • Enter the name, description of the credit pack and select the group this pack falls under

πŸ‘‰ Update the expiry and credit information

  • Enter the expiry date as 1 Month

  • Enable the check for Booking Credits as the membership has classes as part of its benefits

  • Select credit type as Fixed and enter 15 in the box beside it

πŸ‘‰ Update advanced settings

  • Enable the visible to customer if you want the customer to purchase this pack online

  • Select if credits are exhausted expire the plan immediately as this pack has no other benefits

  • Select an option from the membership start from based on when you when you want the validity to start

  • Select an option if you want to allow customers to book ahead of the pack expiry date or not

πŸ‘‰ Update the pricing details

  • Enter the price as $150 for 1 month


3. Creating a trial membership

Let's see how to create a 3 class trial class pack valid for 2 weeks which is free of cost

πŸ‘‰ Update basic details of the membership

  • Select event type as Credit pack

  • Select if the membership plan is valid only for this Location or for the Region in the β€˜create for’ field

  • Enter the name, description of the credit pack and select the group this pack falls under

πŸ‘‰ Update the expiry and credit information

  • Enter the expiry date as 2 Weeks

  • Enable the check for Booking Credits as the membership has classes as part of its benefits

  • Select credit type as Fixed and enter 3 in the box beside it

πŸ‘‰ Update advanced settings

  • Enable the trial membership check and enter how many times a customer can purchase this pack in a specified time period

  • Enable visible to customer if you want the customer to purchase this pack online

  • Select if credits are exhausted expire the plan immediately as this pack has no other benefits

  • Select an option from the membership start from based on when you want the validity to start

  • Select an option if you want to allow the customers to book ahead of the pack expiry date or not

πŸ‘‰ Update the pricing details

  • Enter the price as $0 as this is free of cost


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