This is available on Subscription Tiers: 

Engage, Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.

This article will cover the process of creating appointment memberships that can be added to a client’s profile. This will allow you to set the membership price, location access, location sale & tax, and more for your appointment services! 

In this article, we will cover:

• Creating an Appointment Pack
• Creating an Appointment Plan

Creating an Appointment Pack

This will allow you to create multi-session pricing which will then be able to be added to an Client's profile. You can use this to sell a set number of sessions, with the choice to auto-renew when all sessions are used up.

1. Select Appointments
2. Select Pricing
3. Select +Appointment Pack in the Top Right Corner
   
4. Set the Service, Duration, and Number of Sessions for the Membership Template you are creating.
   • The Name of the Membership Template will Auto-Generate based on your selection, you are always able to adjust this as you see fit.
5. Scroll to the Pricing Section
6. Set the Membership Price for the Total Number of Sessions within this Template
7. Select the Revenue Category
   • If you have questions on why you would adjust the Revenue Category - Using Revenue Categories
8. Select whether or not to Auto-Renew the Appointment Pack
   • Please Note: Enabling auto-renew will only renew an Appointment Pack for the same price after the client runs of sessions within the expiration period. If the client does not use all sessions within the expiration period, the Appointment Pack will not auto-renew.
9. Set the Expiration Period of this Membership
   
10. Set up the Location Access
    • If you have multiple locations, this will offer a drop-down to set which locations this particular service is available for.
11. Set up the Location of Sale & Tax
12. Select if this should be offered on the Online Sales Page
    • Online Sales Page
13. Select if a Contract should be associated with this Appointment Pack
    • Managing Contracts
14. Select Save
15. Repeat as Needed
    
    

Creating an Appointment Plan

This will allow you to configure a session limit, duration, and cost of your new membership, which will help automate your billing process. This can be used to sell a set number of sessions, which will auto-renew after a set amount of time, with the choice to allow the session to roll over.

1. Go to Wodify Admin and navigate to Appointments > Pricing.
2. Click Actions > New Appointment Plan in the top right corner of the page.
   
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 Personal Training Unlimited, Personal Training 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 Day 
       This is perfect for 4 week billing cycles, as it can provide a 28 day session allotment across that period of time. Take caution, though, as the total of days in the session allotment must sync with the commitment period. Check out Aligning Session Limits and Billing below for more info.
     • 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.
4. Revenue Category: Select which revenue category you would like the membership fees to be attributed to.
   
   
5. Brief Description: Text entered here will be displayed on your online sales portal.
   
   
6. Access: Select the program(s) this membership has access to. For multi-location facilities, choose which location clients can use.
   
   
7. Payment Plans: Click '+New Payment Plan' to create a Payment Plan:
   
   
   • 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.

• Click 'Next' to configure your commitment periods and pricing for 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.
  
  • 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.
  • The client 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, 'Client 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).
    • 
• Click 'Save' to return to the Plan Template. Add as many payment plans to this membership as you need.
• Contract Template: click 'Edit.' To link this membership to an existing contract, click 'Add Contract Template' and select the contract name.
  
  
• Online Sales Confirmation Message: This is where you can edit the automated email that is sent to the purchasing client after confirmation. 
• Click 'Save' to save your brand new membership.
  
  

Note: Interested in allowing your sessions to roll over? Check out Rollover Memberships.

Note: When you delete an Appointment Plan or Appointment Pack Template, it only deletes the Template itself. Any memberships already purchased will not be deleted along with the template.

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More Information:

• Related article: Booking Appointments
• Tips: Wodify Blueprint Course: Getting started with Wodify Appointments 3.0 (Webinar)

If you need any additional assistance with Creating an Appointment Membership, feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account.