Member Management

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Member Management

You must specify your pricing structure by creating a set of Membership Types.  Every member will then be assigned to one of those types that you create.

Think of your list of Membership Types as a “price list”, as it will determine how often members pay, what method they use to pay and how much they pay.

Any change that you make to one of your membership types will be applied to all members that are assigned that membership type.  This lets you easily change your pricing structure without having to modify all your member records.

You can define up to 128 membership types.

There are three different Membership Types.

Membership Plans

A Membership Plan is time-based.  The member pays a defined amount for a given period of time.  A membership plan has a billing period (for example, every month), and it can also have a contract length.  

The Contract Length for a membership is optional.  If you specify a contract length you can also determine what will happen at the end of the contract.  

If the contract length is simply a minimum commitment (billing will continue after the contract is fulfilled) then basically nothing will happen at the end of the contract.

If billing should stop at the end of the contract then you can specify that the member’s contract will be terminated at the end of the contract (unless they begin a new contract).

Punchcard Plans

A Punchcard Plan is based on visits, rather than time.  A member with a Punchcard Plan can buy a package of entries into the club (visits).  Each time the member checks in at the front desk one visit is automatically deducted from his total number of visit credits remaining.  Member check-in usually happens when the member scans a barcode, but check-in can also be done manually by the front-desk staff.

Day-Pass Plans

A Day-Pass Plan requires that the member pays for each visit individually.  For example, a Day-Pass Plan might be useful for a rock climbing gym where each member must have a signed waiver on-file.  A Day-Pass plans can be used either members or non-members (walk-ins).  A Day-Pass sold to a walk-in will record the visit and the revenue, but that visit will not be attached to any member (basically anonymous).

Editing Membership Types

Membership Plan Options

Punchcard Plan Payment Options

Day-Pass Plan Payment Options

Advanced Member Type Options