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Creating a New Membership Template

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Whether you are just getting started or you're an existing admin or manager looking to set up a new membership template, this guide will go over how to configure both Plan and Session membership types. You'll then be able to process through new sign-ups in just a few clicks. Follow along and become be a pro in no time! 

In this article, we will cover:

 

How to Create a Plan Template

Typically the most common type of membership, Plan templates provide you with the ability to configure an attendance limit, duration, and cost of your new membership which will help automate your billing process.

To create a new plan membership template:

  1. Go to Wodify Admin and navigate to Classes > Memberships.
  2. Click + New Plan Template in the top right corner of the 'Plan Templates' tab.

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  3. Enter your Plan Details:
    • Plan Name: Text field to enter the name of your plan. Choose a name that you can quickly identify like CrossFit Unlimited, CrossFit 3x Per Week.
    • Attendance Limit: Choose between 'Limited' and 'Unlimited'.  When 'Limited' is selected, enter the limit for the plan.  The limit can be a number of times per Year, Month, Week, or Day.
      • For Limited: X times per Week
        A week in Wodify runs from Monday-Sunday
      • For Limited: X times per Month
        • If the client starts on the 15th and is billed on their start date (15th), the client will have 12 sessions to use until the 14th of the upcoming month.
        • If the client starts on the 15th of the month but the billing day is set to 1st of the month, they will technically have 12 sessions to use until the 1st of the upcoming month.
    • Revenue Category: Select which revenue category you would like the membership fees to be attributed to. 
    • Brief Description: Text entered here will be displayed on your online sales portal.
  4. Program Acess: Select the program(s) this membership has access to.
  5. Payment Plans: Click '+New Payment Plan' to create a Payment Plan:

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    • Name of payment plan: Text field to enter the name of your payment plan like Month to Month, 6 Month Contract.
    • Location(s) of Sale: Choose which locations the Payment Plan is available. Choose the tax rate applied at your chosen locations.
      • If you do not currently apply tax it is best practice to keep the tax rate for 'Services' (0%)selected so that if you do update your tax rate in the future the membership plan template will update automatically as well.
    • Initial Commitment: This is the initial length of time the client is signing up for. You can select from weeks, months, or years. Please note this period of time can be different from the Renewal Commitment.
    • Athlete is billed every: Based on the time of measure chosen in 'Initial Commitment', this field determines how often a client is billed during the Initial and Renewal Commitments. If the unit of measure is 'Months' or 'Years' this value will always be 'Month'. If 'Weeks', this value is a multiple of the entered 'Initial Commitment' (e.g. Initial Commitment is 8 weeks, 'Athlete is billed every' value will be 1, 2, 4, or 8).
    • Auto-Renew: Toggle this on if you would like the membership to renew after the initial commitment has expired. Enter the length of time for Renewal Commitment.
      • When enabled, the auto-billing system will automatically generate a new membership and invoice when the membership expires. This process will take place at midnight (your local time).
  6. Click 'Next: Pricing' to configure the membership fees. Choose the prices of your Initial Commitment's Setup Fee (one-time fee), Membership Fee(s). If the Renewal is enabled, enter your prices within the Membership Fee(s) as well.

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  7. Click 'Save' to return to the Plan Template. Add as many payment plans to this membership as you need.
  8. (For multi-location facilities) Location access: choose which location clients can use
  9. Contract Template: click 'Edit.' To link this membership to an existing contract, click 'Add Contract Template' and select the contract name.

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  10. Click 'Save' to save your brand new membership.

How to Create a Session Template

A Session membership provides members with a specific number of classes they can attend over a certain period of time.  

Note: Session memberships will only auto-renew if the last session is used before the expiration date is reached. 

To create a new Session membership template:

  1. Go to Wodify Admin and navigate to Classes > Memberships.
  2. Click on the 'Session Templates' tab section then click + New Session Template in the top right corner. 

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  3. Enter your Session Details:
    • Session Name: Text field to enter the name of your plan. Choose a name that you can quickly identify like 10 Class Punch Card.
    • Number of Sessions: Configure the total number of classes one can attend.
    • Expiration: (Optional) choose how long one has to use these sessions within. 
    • Revenue Category: Select which revenue category you would like the membership fees to be attributed to.
    • Brief Description: Text entered here will be displayed on your online sales portal.
  4. Program Acess: Select the program(s) this membership has access to.
  5. Payment Plans: Click '+New Payment Plan' to create a Payment Plan:

    2021-01-13_14-19-17.png
    • If you do not currently apply tax it is best practice to keep the tax rate for 'Services' (0%) selected so that if you do update your tax rate in the future the membership plan template will update automatically as well.
    • Name of payment plan: Text field to enter the name of your payment plan like Paid In Full, One Time Fee.
    • Location(s) of Sale: Choose which locations the Payment Plan is available. Choose the tax rate applied at your chosen locations.
      • If you do not currently apply tax it is best practice to keep the tax rate for 'Services' (0%) selected so that if you do update your tax rate in the future the membership plan template will update automatically as well.
    • Auto-Renew: Toggle this on if you would like the membership to renew after all sessions are used.
      • When enabled, the auto-billing system will create a new session membership after the last session is used. This process will take place at midnight (your local time).
  6. Click 'Next: Pricing' to enter Pricing Options. Choose the prices of your Initial Commitment's Setup Fee (one-time fee), Membership Fee(s). If the Renewal is enabled, enter your prices within the Membership Fee(s) as well.

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  7. Click 'Save' to return to the Session Template. Add as many payment plans to this membership as you need.
  8. (For multi-location facilities) Location access: choose which location clients can use.
  9. Contract Template: click 'Edit.' To link this membership to an existing contract, click 'Add Contract Template' and select the contract name.


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  10. Click 'Save' to save your brand new membership.

Note: When entering the pricing for the payment plan make sure to enter the fee for both the Initial Commitment as well as for the Renewal Commitment.

 

More Information

Now that you've created your new membership, check out these articles to set up your new contract or start billing your clients:

Tip! Wodify Blueprint Course: Create your memberships

 

If you need any additional assistance with creating a new membership template, feel free to reach out to us at support@wodify.com.

 

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