Setting Up and Managing Memberships: Subscriptions

In this article:

• What is a Subscription?
• How do I create a Subscription?
• How do I edit a Subscription?
• Dynamic Start Date

What is a Subscription?

A Subscription is a membership option for class credits that auto-renews on a time basis (weekly, monthly, etc.).

The subscription of class credits can include any combination of classes (Virtual, In-Person, Private Virtual, Private In-Person, On-Demand) and collections. You can also offer class-specific packages such as cycling classes, boxing classes, HIIT classes, and more! You can edit the details anytime; they will change on your client's next renewal. If you unpublish a subscription, it will not renew for the client. Read the rest of the article for more information.

How do I create a Subscription?

• To create a custom membership, head over to the Products and Services tab and select the Subscription/Package option.

• Once you are there, press the “+” button to Create a New Package.

• Enter the name of your subscription at the top of the page.
• You will see an option to make this membership a Package or a Subscription. Select Subscription.
• Choose the Renewal Frequency. This can be weekly, monthly, yearly, or a custom period (for example, every 45 days).

Enable or disable the following options:

• Add an introductory offer: Toggle this on if you want your package to include an introductory offer.
• Hidden on profile: Toggle this on if you want the package hidden from your public profile. Clients with a direct link can still purchase it.
• Allow client to cancel online: Toggle this off if you do not want clients to cancel packages themselves.

Enter your Subscription details:

• Short description: Displayed to clients on the membership card header.
• Amount: The cost of the membership.
• Long description: Shown on the Membership Details page. Only fill this out if you are not using the formatted description.
• Formatted description: Allows rich text and video. Use this instead of the long description, not both.

Decide what content can be redeemed with this subscription:

• Items to give credits to: Which items you like to give credits to and how many
• Class types included: Which class types are included and how many credits apply to each.
• Mix and Match: Toggle this on to allow clients to use credits across class types. Enter the total number of credits and select Mix & Match for each class type.

You can auto-enroll clients into live classes when they purchase the subscription. This is useful for challenges or recurring programs. Clients will receive confirmation and reminder emails automatically.

If your subscription includes a contract, enable Contract Terms:

• Toggle whether the subscription has a contract.

• You can choose a contract that already exists or you can create a new one

• Choose whether clients can cancel online after the contract ends.
• Decide if the subscription auto-renews after the contract ends.
• Set the contract duration (weeks, months, or years).
• Add a thumbnail image for the membership, following the recommended size.
• Review all details to ensure everything is correct. Then save as Published or Unpublished, depending on whether you want the subscription to go live.

How do I edit a Subscription?

• Navigate to the membership you want to edit and click the Edit button in the top-right corner.

Once you are in Edit Mode, you can either edit the current version of the membership or create a new version.

Please note:

• All edits made to the current version take effect immediately.
• To edit fields that are disabled, you must create a new version.
• Creating a new version will unpublish the current version.
• All clients on the current version will be switched to the new version on their renewal date.

To create a new version, click + Create New Version.

• Make any changes you need and click Save.

Dynamic Start Date

You can choose to have a package or membership start at the time a client purchases it or when they book their first class.

Create a new membership or package, or edit an existing one by clicking Create a New Version.

• Scroll down to Dynamic Start Settings and toggle it on to have the membership or package start on the first booking.

Limit start by: This sets the maximum amount of time a client has to book their first class.

• Membership: Setting this to 61 days means the client has 30 days from the purchase date to book a class and start the membership. After 30 days, the membership is no longer usable.
• Package: Setting this to 30 days means the client has 30 days from the purchase date to book a class and start the package. Packages also expire after a set number of days. The expiry date is set after the first class is booked.

FAQs

• Where do I see a membership or package when a client has purchased but not booked a class?

  You will see the package under Upcoming.

• What happens if the client books a class and then cancels it?

  If the client books one class on February 2, the membership or package starts on February 2. If the client cancels that class and re-books on January 31, the start date resets to January 31.

• What happens if the client books a second class earlier than the first?

  If a client books a class on February 2 and later books a class on January 31, the membership will update to start on January 31.

  Exception: The start date will only update if the first class date is in the future.