Setting Up and Managing Memberships: Subscriptions

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.
- Example: adjusting the price from $100 to $125.
  - When adding the new price, the package will be available immediately at the $125 price point, and those currently on the subscription will update to $125 at their next renewal (if the contract has completed).
  - *Note* when making pricing adjustments - those who are currently on discounts (using a discount code) will need to be updated if their prices are expected to remain consistent after the price adjustment.

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.

How to Disable Dynamic Start

Head over to the customer's profile.
Look for the package under Upcoming.
Click the three dots.
Select "Disable Dynamic Start."

A pop-up will appear, make sure to read the disclaimer.

Click "Disable."
You will se the lock icon disappear

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.