How Do I Setup a Backup Class for Limited Plan Members?

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There are times when a member who signs-up for a limited plan, e.g., 12 classes a month, hits their limit before the end of the month, but still wants to attend class. In this help article, we’ll walk you through how to set up a single class auto-renewing membership that will generate an invoice for each class they attend over their actual limit.

Create a New Class Pack Membership (How do I create Class Plan memberships?)

  • Name: Enter the name of the plan here e.g., Auto-Renewing Backup Class
  • Number of Classes: input ‘1’
  • Expiration: select ‘No Expiration’
  • Revenue Category: select the appropriate category

Click ‘+ New Payment Plan' to create a Payment Plan:

  • Name of payment plan: Enter the name of your payment plan here e.g., Auto-Renewing Fee
  • Enable Auto-Renew > Click Next: Pricing
  • Initial Commitment: $0
  • This will prevent a member from being charged until their limited membership class limit is reached and they use this backup class
  • Renewal Commitment: Add your fee here e.g., $10


Lastly,  Program Access: select the programs included within this membership > click ‘Save’ to save this membership template.


Now you are ready to apply your auto-renewing backup Class Pack! 🙌

In this example, if the member uses all 12 classes before 03/29/24, they can still attend classes but will incur a $10 fee for each additional class they attend.



Important! When the first backup class is used the renewed class plan will automatically generate an invoice that processes the member’s fee at midnight (your local time).



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