In this article, we will be showing you
1. Creating a credit pack
To create a credit pack you can follow the below steps:
π Be at the location, navigate to Services > Memberships > The Manage Memberships page opens

π Click Create Plan > Create Membership page opens up

π 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)
π 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
π 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
π 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
π 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 βcreate forβ field
Enter the name, description of the credit pack and select the group this pack falls under

π 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

π 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

π 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
π 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 βcreate forβ field
Enter the name, description of the credit pack and select the group this pack falls under

π 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

π 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

π Update the pricing details
Enter the price as $0 as this is free of cost
