How to setup a paid up front membership plan/ setup an annual membership.
Within this article we are going to go over how to setup a paid upfront membership which will be for a set period of time.
Step 1
Create a plan to do this you will go to the settings cog in the top right then down to memberships. Now click to add a new plan.
To setup a paid upfront plan you will firstly need to determine how long the membership plan is going to last for example one month, 6 months, 1 year etc. As it is paid upfront we are going to set this up to cancel after the time period is up.
Step 2
On the details tab of the membership plan there is a section called contract length, in here you will enter how long it will last for, then under please ensure the tick box is selected for cancel at the end of contract.
Now onto the payment method as it is paid upfront it will either need to be collected by card as direct debit is for reoccurring amounts only.
Step 3 Info Tab
Allows you to set up how the membership plan will look when a customer buys it online and sell the benefits.
Details Tab
Allows you set up how it is sold, length of contract, payment methods.
Now you will go to the payment schedule tab and select the earliest payment date to be 01/01/0001 and to be collected immediately then enter in the cost of the membership plan and for it to be collected once.
Restrictions Tab
Means you can limit the access the person has to the facilities and also the times they are allowed access as well.
Activity Access Tab
You can decide which activities are included within the price of the membership.
Bolt Ons Tab
With Bolt ons you are able to manage the number of times certain services can be used within in a period of time.
Payment Schedule
makes it simple to set up you payment structure. With a paid in full select immediate and do not select Pro rata as this is for monthly only memberships.
Reporting
Means you are to not include a membership plan in your overall membership count. So for example if you have special offers that are free or shot like a Weeks Free pass do not include them would make sense.
Top tip
On the right hand side of the page the Plan Summary to see exactly how the membership plan is set up. Allows you to see if it is as you intended before it goes live for customers to buy online.
