Membership advanced settings

This article describes all advanced settings available when you are creating or modifying a membership.

To learn about the general information settings available when creating or modifying an membership, see Membership general information settings.

SettingDescription
Purchase RestrictionsThe purchase rules for the membership:

  • 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.
Access to LocationsDetermines whether your client can use the Purchase Option in All or Specific locations. If you select Specific locations, select the checkbox for each applicable location.
Membership Attendance RestrictionsDetermines if the number of available sessions are restricted based on a specific time period (e.g., a maximum of 10 sessions per month). If you select Apply Attendance Restriction:

  • In the Period list, select day, 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.

  • Choose whether you want to apply the restriction based on the calendar cycle or the payment cycle.

  • Select Enable Rollover or Session do not rollover depending on whether you want to allow remaining visits to rollover to the next attendance restriction period.

    • If you select Enable Rollover, choose what happens to the remaining sessions when the Purchase Option expires.

    • 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 session expire on the expiration date.

    • 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.

    To learn more, see Attendance Restrictions.
ContractSelect whether the client must agree to a contract before purchasing the membership. Your choices are:
  • 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.

NoteIf you modify a membership’s existing contract, when you save your changes you will be asked whether you want clients who have already purchased the membership to re-sign the contract. If you select YES, clients will be prompted to sign the contract the next time they log in to their account.

Note If you add a contract to a Purchase Option after it has already been sold, clients who previously bought the Purchase Option will not be affected and will not be prompted to sign the contract.
Member TypeThe type of client the membership holder becomes after purchase. Make a selection from the list.
Membership Hold RulesDetermines whether a hold can be placed on the membership. If you choose Membership cannot be put on hold, no hold can be placed on the membership.
If you choose Membership can be put on hold, the membership can be placed on hold and you must determine how holds will affect the membership. Your choices are:

  • Membership payment is skipped, the prorated amount is added to the next scheduled payment and the duration of the membership is extended - Choose this option to reduce payments for the membership and increase the duration of the membership respective to the length of the hold.

  • Membership payment is skipped and scheduled payments are moved to a new date based on the end of the hold period- Choose this option to entirely eliminate payments for the membership until the end of the hold.

For more information, see Membership hold rules.
Revenue & Staff Payroll CalculationDetermines whether clients who use this membership are included or excluded in payroll calculation.
If this membership is free, promotional, or both, you can use this option to exclude clients with this membership from payroll calculations. This is useful because staff who are paid by the number of clients they instruct will only be paid for those clients who used paid memberships.
Membership Cancellation BehaviorThis setting is available if you have applied an attendance restriction. Choose from the following options:

  • 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.

  • 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.
Travel PrivilegesSelect Membership can be used to visit other locations or Membership can’t be used to visit other locations to choose whether clients can use this membership at your other franchise locations.

This option is only available for memberships with the Purchase Option Service Category: Gym Visit Options or Class/Events.
BarcodeEnter or generate a barcode to identify this membership in your WellnessLiving system.
Revenue Category

The revenue categories to which the membership is assigned. Click a revenue category to select or deselect it. You can select as many revenue categories as needed. The membership will be assigned to the selected revenue categories.

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 .
Tagged:
Was this article helpful?
54
(54 out of 59 people found this article helpful)
Still need help? Contact us
Cancel