How can I track limited membership plans?

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Many businesses use contractual memberships that provide Clients access to a certain number of times over a certain period of time.  Usually, these plans will automatically renew until the member decides to leave the business. The following article explains how to create contract membership plans, how Wodify records attendance, how Wodify tracks each Client's attendance against their membership, and how to instantly display the number of classes remaining for the Client upon sign-in and reservation.


Membership Plans and Clients

Before adding a Limited Contract Membership to one of your Clients, you must first create your membership plan.  Click here to learn how to create your membership plan template.

After you've created your Membership Plan Template, you can add the membership to your Clients.  Click here to learn how to add a membership to a Client.


Recording Attendance


Once the membership is added to the Client, each sign-in the Client makes to the Coachboard will AUTOMATICALLY be recorded.  This includes sign-ins from the kiosk, their browser, or from a mobile device.  

IMPORTANT!!! The Client MUST sign-in to the Coachboard in order to track his or her attendance.


Limited Contract Membership and Messages


You can choose to display both the number of classes attended and the number of classes left to a Client upon sign-in to the Coachboard.  The messages are displayed when the Client signs in via the kiosk, a browser, or mobile device.  To turn this option on:

  1. Login to Wodify Admin
  2. Click 'Classes' > 'Settings' > 'Membership' > 'Membership Enforcement'
  3. Click 'Enable' to activate Membership Enforcement

With this turned on, there are 3 new fields displayed: 'Unlimited Plans Restrictions', 'Limited Plans Messages' and 'Session Memberships Messages'.  This article's focus is 'Limited Plans.'  To learn more about 'Session Memberships', click here.

There are three options to choose from in the 'Limited Contracts' dropdown:

  • Count & hide all messages
    • Clients will NEVER see a message that displays their classes attended and available on any device when signing into the Coachboard
    • Wodify will not prevent a Client that has exhausted all classes on their membership from signing into the Coachboard
    • Attendance WILL still be tracked
  • Count & allow over sign-in but display warnings
    • A message is displayed at the top of the Coachboard when the Client signs into the Coachboard on any device
    • The message will display "CLIENT NAME: You have attended X classes this Y":
      2021-05-07_16-12-49.png
    • Messages in blue automatically close after 15 seconds.  You can manually close the message by clicking the X in the top-right corner of the message.
    • Wodify will not prevent a Client that has exhausted all classes on their membership from signing into the Coachboard. Instead, an orange message will be displayed:
      2021-05-07_16-13-15.png
    • Messages in orange can be manually closed by clicking the X in the top-right corner of the message.
    • Attendance WILL still be tracked.
  • Count & prevent sign-in if all sessions used in period
    • A message is displayed at the top of the Coachboard when the Client signs into the Coachboard on any device
    • The message will display "CLIENT NAME: You have attended X classes this Y":
      2021-05-07_16-13-38.png
    • Messages in blue automatically close after 15 seconds.  You can manually close the message by clicking the X in the top-right corner of the message.
    • Wodify WILL prevent a Client that has exhausted all classes on their membership from signing into the Coachboard. Instead, a red message will be displayed:
      2021-05-07_16-14-05.png
    • Messages in red can be manually closed by clicking the X in the top-right corner of the message.

 

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