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 a membership, see Membership general information settings.
Setting | Description |
Purchase Restrictions | The purchase rules for the membership:
NoteQuantity restrictions will not apply to memberships that are Sold as part of package only. For more details, see Packages.
Note In cases where clients have reached the quantity limit, clients can still receive memberships transferred to them by other clients. |
Access to Locations | Determines 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. |
Access to Classes | Determines whether your clients can use the membership to access All or None of your Classes. If you click Selection, select the checkbox for each applicable Class.
NoteThis option will only be visible if the Purchase Option Service Category is set to Class/Events. |
Access to Events | Determines whether your clients can use the membership to access All or None of your Events. If you click Selection, select the checkbox for each applicable Event.
NoteIf you have created this Purchase Option so clients can use it to enroll in one specific Event instance, we recommend the activation and expiration dates you set for this Purchase Option match the dates the Event instance begins and ends.
NoteThis option will only be visible if the Purchase Option Service Category is set to Class/Events. |
Access to Gym | Determines whether your clients can use their membership to access the Gym.
NoteThis option will only be visible if the Purchase Option Service Category is set to Class/Events. |
Membership Attendance Restrictions | Determines 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:
For more information, see Attendance Restrictions. NoteIf you select Attendance Restriction is applied at the start of the payment cycle and want to set Carry over Rollover Sessions upon Auto-Renew, you need to select the Classic option in Membership Hold Rules. Otherwise, the sessions will not roll over upon auto-renew. |
Contract | Select whether the client must agree to a contract before purchasing the membership. Your choices are:
Note Clients will not be required to sign a contract for memberships that were imported into WellnessLiving.
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.
NoteIf an auto-renewing Purchase Option has a contract associated with it, clients will be required to re-sign the contract each time the Purchase Option automatically renews. |
Member Type | You have the option to select the client type for clients who purchase this membership. See Client types for more details. |
Sharing Membership and Passes | Determines whether to share a membership between family members.
If you select Do not share membership with family members by default, you can still manually share the membership with a family member. For more information, see Sharing a Purchase Option with a family member. |
Membership Hold Rules | Determines 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:
For more information, see Membership hold rules. |
Revenue & Staff Payroll Calculation | Determines whether clients who use this membership are included or excluded in payroll calculation. Select Include clients who use this purchase option in payroll calculation or Exclude clients who use this purchase option from 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 members who are paid by the number of clients they instruct will only be paid for those clients who used paid memberships.
Select Approximate revenue per session or Approximate Revenue based on the number of Visits to determine revenue per session or based on the number of visits respectively. |
Membership Cancellation Behavior | This setting is available if you have applied an attendance restriction. Choose from the following options:
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Travel Privileges | Select 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.
NoteThis option is only for franchises and it is available for memberships with the Purchase Option Service Category: Gym Visit Options or Class/Events. See Franchise for more details. |
Barcode | Enter or generate a barcode to identify this membership in your WellnessLiving system. |
Receipt | Select Default Email Receipt to send your default receipt to a client who purchases this membership.
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. NoteIf a membership that is set up with a custom receipt is purchased at the same time as another item, the client will receive the default receipt and not the custom receipt configured for either of the items.
For example – A 12-month membership has a custom receipt set up. A 10 Class Session Pass also has a custom receipt configured. A client purchases both the 12-month membership and 10 Class Pass together in the same transaction. The client will receive the default receipt and not the custom receipt configured for either of the purchase options. |
Termination | Determine whether the membership terminates on a specific date. Your choices are:
NoteThese termination settings are only available when customizing an individual Purchase Option in the client’s profile. |
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:
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