Attendance restrictions

Attendance restrictions limit the number of times a client can use a purchase option on services offered by your business within a set time period.

Attendance restrictions can be set up to reset following a calendar cycle or a payment cycle. When modifying a purchase option, you can choose one of the following options:

  • Attendance Restriction is applied at the start of the calendar cycle – Attendance restrictions will reset at the beginning of each period.
    • Select this option if you want to allow your clients to book sessions outside of their current payment period.
      • The business policy will take precedence over the attendance restriction settings. If you want your client to be able to book outside of their current payment period, make sure that the Clients can only book sessions within their current paid period booking policy is set to OFF. For more information, see Setting up your business policies.
    • If the period is set to week, the attendance restriction will reset every Sunday.
    • If the period is set to month, the attendance restriction will reset on the 1st of each month.
  • Attendance Restriction is applied at the start of the payment cycle – Attendance restrictions will begin on the start date of the purchase option.
    • For example, if the membership is set to start on June 7, the attendance restriction cycle will reset on the 7th of each month.

If a client uses up all visits before the end of the period, they must wait for the next period to begin before they are able to use the pass or membership again. For example, if a client has a session pass with 10 visits and an attendance restriction of three visits per month, the session pass can only be used for three visits each month.

In this article:

    Memberships and session passes examples:

    • The number of times a client can use a purchase option is defined by the attendance restriction period and not the auto-renewal period.
      • For example, if the client’s purchase option has a monthly attendance restriction of five visits per month and auto-renews every week, the attendance restriction will reset every month, not every week. This means that if they use up all visits within three weeks, they cannot use the purchase option until the next month even though their purchase option will renew itself in the last week of the month.
    • If a client uses a 4-week restriction period on a calendar cycle, it is important to note that this period, which lasts for 28 days, can be shorter than the monthly period depending on the month.
      • For clients who reserve their visits for the last week of the month, they should plan their visits following the 4-week period and understand that the cycle will end a few days earlier than the monthly period.
    • Unpaid visits can only be paid using accepted payment methods or an applicable purchase option but not with visits from the upcoming period.
      • For example, if a client has four visits in the current period, they cannot use them to pay for unpaid visits from the previous month.
    • If a client prorates their first membership payment from the Online Store, they will still qualify for the full number of visits within that prorated period.
      • For example, a client buys a prorated membership on June 15. The membership renews at the beginning of each month and has an attendance restriction of five visits per month (set to apply at the start of the calendar cycle). The client will be able to use five visits between June 15 and June 30, and five visits between July 1 and July 30.
    • If you place a client’s membership on hold, the number of visits for the remaining active period will be prorated.
      • For example, if a client has a membership with five visits per month that is placed on hold for 15 days, they will be left with three visits for the remaining 15 days.

    Package examples:

    If you apply attendance restrictions to packages that include memberships or passes, the client can only use the number of visits defined by the package’s restriction and this will take precedence over any restrictions associated with the memberships and passes inside of it. The package attendance restriction, however, does not cancel out the restrictions associated with the memberships and passes. This means that the attendance restrictions within the memberships and passes still apply.

    For example, if a package has an attendance restriction of 10 visits per week and contains a membership with 10 visits per week and a session pass with 5 visits per 4 weeks, the attendance restriction will only allow the client to use 10 visits per week. Additionally, the client cannot use the membership for more than 10 times in a week and the session pass for more than five times in four weeks.

    To set up an attendance restriction:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Store Configuration.
    4. On the Store Configuration menu, click Purchase Options.
    5. On the Purchase Options page, create or modify the Purchase Option:
      • To create a new Purchase Option, click Create Session Pass, Create Membership, or Create Package.
      • To modify an existing Purchase Option, select the Purchase Option you want to modify from the list. You may have to browse the list, use the Search option, or filter the list to find the Purchase Option.
    6. Under Advanced Settings, find Attendance Restrictions and select Apply Attendance Restriction.
    7. Customize the attendance restrictions settings based on the type of Purchase Option you have.
    8. Click SAVE.
    9. To add another set of attendance restrictions, click the Add restriction button and repeat steps 4-5.
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