Member billing and access to training is managed through memberships options. Watch the video to see how to customize your membership offerings or continue reading below:
To create a new membership option, go to "Members" -> "Memberships" from the main menu, and click on the "Add Membership Option" button.
You can create memberships that can be assigned to a single member, or to an entire family account. Using family-shared memberships allows you to easily set up access to all the family members and have one payment for the family account. However, using single-member memberships will give you more control over the individual access each member in the family would have.
There are four different billing options for memberships:
There are two ways you can apply special pricing for family accounts -
In the case you have documents your members need to sign for each membership, you can assign it here (you will need to create the document separately in the documents section).
A membership can be ongoing or set to a limited time period, as follows:
For memberships that are time based, you can decide what happens when a membership expires:
You can set which programs and sessions the membership provides access to, and the amount of access.
There are 3 levels of access:
When you pick the programs the membership provides access to, you can also limit it to specific sessions in each program by clicking on the "All Sessions" box on the right.
You can limit the number of members that can sign-up with a specific membership. This is useful if you have classes that have capacity limits, and would like to enforce it during sign-up.
Membership options with limited capacity will show the remaining number of spots during sign-up and will disappear when are full (managers can still manually add members to memberships that are over-capacity manually from the member profile).
If you turned on membership selection during sign-up in the members settings, you can pick which membership options will show up for members to select during sign-up or in the member portal. This is useful if you have some memberships that are only assigned by manager discretion (such as special discounts, limited memberships and so forth).