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How Do I to Setup a Backup Session for Limited Plan Members?

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There are times when a member who signs-up for a limited membership, 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 session auto-renewing membership that will generate an invoice for each class they attend over their actual limit.

Create a New Session Membership (How do I create session based memberships?)

  • Name: Enter the name of the session membership here e.g., Auto-Renewing Backup Session
  • Number of Sessions: 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 session.
  • Renewal Commitment: Add your fee here e.g., $10

How_to_setup_a_Backup_Membership_for_Limited_Plan_Members__-_Google_Docs.png

 

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 session membership! 🙌

In this example, if the member uses all 12 sessions before the end of the month, they can still attend classes but will incur a $10 fee for each additional session they attend.

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



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