How to Create a Membership

Modified on Fri, 23 Jun, 2023 at 11:24 AM

What is a Membership?

With a membership, a client has access to designated classes as well as one-on-one services for a predetermined amount of time, or until they decide to terminate their membership. This differs from a Class Pack, as a Class Pack allows guests access to one specific class or class group for a predetermined amount of uses, but is not a recurring charge on their account and does not replenish once they have used their package.

Things to Consider:

Before creating your membership, be sure that you have uploaded the proper waiver to accompany this specific membership if it is different from previous waivers. If you have not uploaded the waiver associated with this membership within your account, don’t sweat it! Click the "Add New" button at the bottom of the waiver drop down in the “Details” tab, copy and paste your waiver, then add a title and you’re all set!
Any membership that is set up with a first month discounted to $0 will not ask for credit card information upon check out and therefore will not be set up to auto-pay/ bill a card on file.
Before crafting your memberships, it is best practice to add all of your classes and one-on-one services so that you can create memberships in the most efficient way possible. If at any point your business adds on a class, class group, or service, memberships can be edited to include these offerings.
Memberships can be marked as not for sale or edited at any time. To do this, open your “Memberships” window, and next to the membership you wish to edit, click the corresponding three dots in the far right hand side and select the proper option from the drop-down menu.

Step-by-Step

From your dashboard, click the menu icon in the top left corner next to the fitDEGREE logo
Within the menu options, select “Setup” and follow the side menu to select “Memberships” under the "Payment Options" section
Once in the Memberships screen, click the plus sign in the top left corner and a new tab will open to create your membership
Under the tab labeled “Details” input all necessary membership information, such as: title, description, visibility, if this membership can be shared, and any necessary waivers/membership contracts. (note that you can only attach 1 waiver/contract to a membership. It is recommend to attach a membership contract here and attach your liability waivers to your classes.) For sale on app and admin means people can purchase this membership both online and within your business
For sale on admin only means this membership can only be purchased through your business.
- To make the item not for sale: uncheck "for sale" box. You can access these from the "Not for Sale" Filter in the membership area.
Once all options are filled out for your membership details, click on the “Pricing” tab
From here you will indicate the frequency of billing, apply any discounted periods, craft registration fees, and craft your membership so that it may only be purchased once per client
- If selecting a fixed number of payments, this will determine when the membership is set to expire, rather than the continual being charged until the client decides to terminate their membership
Once all options are filled in on the “Pricing” tab, click on the “Included Classes” tab
Immediately after entering the “Included Classes” tab the screen will indicate that there are no class packages added yet, click “Add Class Package” to indicate what offering of classes or class groups your business would like to include in this specific membership
Within the “Create Class Package” tab you have the choice to create any range of usage allowance, from 1 to unlimited appointments per month, for this specific package and indicate the value per use
Following the classification of attendance and value, Click the Next button.
Click the drop down arrow to select which class groups are included in the membership. Click the plus sign next to the class group if you only wish to select certain classes from that group to be included.
After selecting your desired classes and usage for this membership, click the "Done” button in the bottom right corner of the tab
Once all options are filled in on the “Included Classes” tab, click on the “Included One-on-Ones” tab
Immediately after entering the “Included One-on-One Package” tab the screen will indicate that there are no one-on-one services added yet, click “Add One-on-One Package” to indicate what offering of one-on-one services your business would like to include in this specific membership
Within the “Create One-on-One Package” tab you have the choice to create any range of usage allowance, from 1 to unlimited appointments per month, for this specific package and indicate the value per use. Please note that the Value entered here per use is how the system will calculate a percentage payout to a service provider in the team payout report.
Click Next Button in bottom right corner
Click the drop-down arrow to display the service(s) you want to include in this membership. Click the plus to add different durations of that service.
After completing all steps within the “Details,” “Pricing,” “Included Classes,” and “Included One-on-Ones” tabs, click the “Create” button in the top right corner located in the box titled “Create a Membership” (this box should now feature the length and payment amount of the membership you have just created)