Adding a Membership to a Client Profile

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Memberships are added to Client profiles in order to track billing and attendance limits. Membership Templates must first be created before a membership can be added to a Client. Click here to learn how to create Membership Templates.

 

In this article, we'll cover:

 

Adding a Membership through the Client Profile

Whether you're Quick-Adding or Customizing the membership, the first steps will be the same:

  1. Go to People > Clients and find your client, or use the global Shift +S client search
  2. In the Membership & Payments tab of the client's profile, scroll down to Memberships
  3. Click the + New Membership button
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  4. Select the name of the membership you want to add (you'll pick the payment plan in a minute)
  5. This should bring you to the Configure Membership section, where you have two options: Quick Add or Customize
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Note: If you add a membership to an client's profile through Wodify Core, and that membership starts on a future date, the first invoice will be due on the Membership Start Date. This is different from memberships added by clients through your Online Sales Portal, which will be billed immediately even if they start on a future date.

 

Quick Add

If there are no discounts or customizations necessary for the membership you're adding, you can just use the Quick Add option to set the standard details

  1. Choose a Payment Plan associated with the Membership
  2. Choose the Initial Commitment and Renewal pricing options (monthly/weekly vs. paid-in-full)
  3. Choose the date the Membership starts (you can back-date or post-date the membership if you need to)
  4. Choose the Billing Day (Member invoice date)
    • Membership start day will bill them on the same day each month, based on the start date you set
      • For example, if the Membership starts on the 4th of the month, the client will be billed on the 4th of the month every month moving forward
    • 1st, 15th, or Last day of the month will create a prorated invoice from the Membership Start Date to the next billing date, then will bill at the regular price each month after that
      • For example, if the Membership starts on the 4th of the month and my Billing Day is set to 1st of the month, my first invoice will be a prorated invoice from the 4th to the 1st of the next month; after that, I will be billed at full price on the 1st of the month every month
  5. Hit Create Membership once you've selected all the details

 

Customize

In addition to the details you can set with the Quick Add option, you can use the Customize option when adding a membership to customize just about any details in the membership:

  • Attendance limits
  • Commitment terms for both the initial commitment and/or renewal commitment
  • Whether or not it auto-renews
  • Pricing for the initial commitment and/or renewal commitment
  • Discount/promo codes
  • Program Access

To customize a membership:

  1. Click the Customize button under Custom in the Configure Membership section
  2. Choose your base Payment Plan (choose the most relevant one for now, we'll make changes as we go)
  3. Choose a Membership Start Date
  4. Choose your Billing Day (see the Quick Add section of this article for more detail)
  5. Make changes to the following membership Payment Option terms, if necessary:
    • Attendance Limits
    • Initial Commitment length
    • Choose the monthly/weekly or pay-in-full option for the Initial Commitment (if the commitment is for multiple billing terms)
    • Auto-renewal
    • Renewal Commitment length, and the monthly/weekly or pay-in-full option if applicable
    • Choose the monthly/weekly or pay-in-full option for the renewal commitment (if the commitment is for multiple billing terms)
  6. Once these details are set, click Next: Discounts & Pricing at the bottom of the page
  7. Make changes to the following Discounts & Pricing terms, if necessary:
    • Add discounts/promo codes
    • Change the Setup Fee
    • Change the Initial Commitment fee
    • Change the Renewal Commitment fee
  8. Once these details are set, click Next: Programs at the bottom of the page
  9. Change the programs this membership gives the client access to, if necessary
  10. Click Save once you've customized any necessary details, to add the membership

 

If you want to see what clients at your business don't currently have active memberships, you can review this with the Clients Without Memberships Report under Reporting > Clients

 

Additional Help Resources:

Creating Membership Plans

Updating Membership Pricing

Creating Promo Codes

 

 

If you need any additional assistance with Adding Memberships, feel free to reach out to us at support@wodify.com.

 

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