Membership advanced settings

• Select Client can buy online or Only staff member can sell this purchase option depending on whether you want to allow clients to buy the membership online or only through a staff member.
• Select which clients can purchase this membership: Available to all clients, Introductory offer for new clients only, or Available to select Client Types only. If you select Available to select Client Types only, select one or more Client Types from the list.
• Select how this membership is sold: Sold individually or Sold as part of package only.

• • In the Period list, select day, week, 4-Week, month, or year.
  • In the MAX SESSIONS field, enter the maximum number of sessions the client can attend in the selected time period. For example, if you select a PERIOD of a week and enter 5 in the MAX SESSIONS field, the client is restricted to 5 visits per week.
    • Click the Add button to add another restriction. For example, you can add a restriction of only 5 sessions per week and then click the add button to add another restriction of a maximum of 16 sessions per month.
    • Click the Delete button to remove a restriction.
  • Select whether you want to apply the restriction based on the calendar cycle, or the payment cycle.
    • If you select Attendance Restriction is applied at the start of the calendar cycle, then the attendance restriction set on the membership will be applied based on actual calendar dates. For example, if a membership has an attendance restriction of 5 visits a month, the client can use the membership for 5 visits between June 1 and June 30.
    • If you select Attendance Restriction is applied at the start of the payment cycle, then the attendance restriction set on the membership will be applied based on the date payments for the membership begin. For example, if a membership has an attendance restriction of 5 visits a month and auto-payments on the 15^th of every month, the client can use the membership for 5 visits between June 15 and July 14.
  • Select Enable Rollover or Session do not rollover depending on whether you want to allow remaining visits to roll over to the next attendance restriction period.
    • If you select Enable Rollover, choose what happens to the remaining sessions when the Purchase Option expires.
      • Set the Carry over Rollover Sessions upon Auto-Renew option to ON to allow the membership to retain accumulated rollover sessions after it auto-renews.
      • If you select Membership stays active until all remaining visits are used, the membership expires only when all remaining sessions are used. If the membership is set to auto-renew, it renews instead of expiring and the membership remains active.
      • If you select Membership expires and remaining visits are no longer available, the membership and any remaining sessions expire on the expiration date.

For more information, see Attendance Restrictions.

• No Contract – The client does not need to agree to a contract.
• Clients must agree to a contract – The client must agree to a contract. Enter your contract in the text field.

• Select Share membership with family members by default to share a membership between clients whose profiles are linked as family members.
  Under FAMILY MEMBER, select the relationship between the client and the family member.
• Select Do not share membership with family members by default if you do not want to share a membership between family member

• Payment is skipped and the inactive time adjusts the value of the next scheduled payment accordingly. Choose this option to skip a payment and add the skipped payment to the next scheduled payment period.
  • Under IF THE SCHEDULED PAYMENT OCCURS WITHIN THE HOLD PERIOD:
    Select Outstanding amount is added to the next scheduled payment to add the outstanding payment amount to the next scheduled payment date or select Outstanding payments are moved to the day after the hold period ends to add the outstanding payment amount to the day after the hold period ends.
• Select Extends the length of a membership contract by the duration of the hold period. Scheduled payments are moved forward the same number of days as the duration of the hold to increase the duration of the membership respective to the length of the hold.

For more information, see Membership hold rules.

Select Approximate revenue per session to determine revenue per session or select Do not approximate revenue.

• Clients cannot use remaining visits after cancellation – Once clients cancel their membership, they cannot use their remaining visits.
• Clients can use remaining visits after cancellation – After clients cancel their membership, they can continue to use their remaining visits.
  
  Note Memberships that are set to this option and then canceled will display as active in the Client profile.
• Staff member can choose whether a client can use remaining visits after cancellation – Staff members can choose on a case-by-case basis whether clients can continue to use their remaining visits after they cancel their membership.

This option is only available for memberships with the Purchase Option Service Category: Gym Visit Options or Class/Events.

Select Custom Email Receipt to create a custom receipt to send to a client who purchases this membership.

For information on how to use variables in the email message, see Email variables.  

You can also manage revenue categories from here:

• To add a new revenue category, enter a name for it in the box and click ADD.
• To rename a revenue category, click the revenue category’s Options button and select Edit .
• To delete a revenue category, click the revenue category’s Options button and select Delete tag .
• To make a revenue category the primary category, click the revenue category’s Options button and click Primary .