Editing a Membership Plan

General Plan Options

All member plan types (Membership, Punchcard and Day-Pass) contain some common fields which are grouped as General Plan Options in the Edit Membership Plan window.

• Plan Name is the name for this plan.  The maximum length of the Plan Name is 32 characters.
• Contract Length is the length of the contract, in months.  Set this field to zero if you do not use a contract for this plan.
• Signup Fee is the default fee that is charged at signup.  This fee is in addition to the standard membership, and some clubs refer to this as an “initiation” fee.  The default signup fee can be overridden at the time a member signs up, which is an easy way to offer some members a special deal when they sign up.
• Terminate Billing determines the default Terminate Billing value (Never, At Contract End Date, At Next Due Date) for any new members that are created using this plan.  Remember, though, that you can always change the Terminate Billing value for individual members at any time.

Example #1:  A month-to-month membership with no contract.

Set the Contract Length to zero and the Terminate Billing value to “Never.”

Example #2:  A month-to-month membership with minimum commitment of 6 months. 

Set the Contract Length to 6 Months and the Terminate Billing value to “Never”. 

Example #3:  A 2-week trial membership.

Set a payment period of 2 weeks and set Terminate Billing value to “At Due Date”.