After a client buys an auto-renewing purchase option, such as a membership or session pass, you can disable auto-renew for that client’s individual purchase option. This change will only apply to that client’s purchase option. Other purchase options of the same type will not be affected. To disable auto-renew for […]
Memberships
From a client’s membership payment schedule, you can make a one-time payment. This allows your clients to make convenient payments towards their membership fees outside of their scheduled payment cycle. If the client has an outstanding amount owing on their account, the one-time payment will be applied to it first. […]
The Memberships by Location Details Report is an enterprise report that displays a list of all client memberships that were active, expired, or on hold for all franchise locations during the selected date range. You can use the Memberships by Location Details Report to view membership details in each of your franchise locations. In this article: To view the Memberships by Location Details Report Summary cards […]
Custom email receipts can only be created for Purchase Options. For more information on creating custom email receipts for Purchase Options see Membership advanced settings, Session pass advanced settings, and Package advanced settings.
The membership payment schedule allows you to view a client’s previous and future payments with respect to a particular membership. This schedule contains various icons that represent the status of each payment. You can also review the details of a membership that has been put on hold. To learn how […]
Using the Memberships Report, you can place a mass hold on selected memberships if your clients are unable to visit your business for an extended period of time. You can choose to place a hold on memberships for a specified duration or indefinitely. While on hold, all billing will be […]
Memberships with monthly auto-payments that are scheduled to be billed on the 29th or 30th of every month will be billed on the 28th for the month of February, unless it is a leap year, in which case they will be billed on the 29th.
If a client purchases a membership on the last day of any month and this membership has monthly auto-payments, the client’s auto-payments for this membership will always be billed on the last day of the month. For example, if a client purchases a membership with monthly auto-payments on February 28th, […]
Auto-payments are weekly, monthly, or yearly payments that are automatically billed to a client for a membership they have purchased. If your business has multiple locations, revenue for auto-payments will be logged at the location where the membership was initially sold for the lifetime of the membership. If you want […]