This article describes all general information settings available when you are creating or modifying a membership.
To learn about the advanced settings available when creating or modifying an membership, see Membership advanced settings.
| Setting | Description |
| Purchase Option Service Category | The services that can be booked with the Purchase Options. The options are:
|
| MEMBERSHIP NAME | The name of the membership. The name is viewable by your clients, so it should be both descriptive and brief. This field is required. |
| UPLOAD IMAGE | Click to upload an image to represent the membership in the store and on client profiles after the purchase. |
| DESCRIPTION | A description of the membership. This is viewable by your clients, so it should be both descriptive and creative, but brief. This is not a required field, but it is highly recommended. |
| ACTIVATE ITEM | Click this button to activate or deactivate the membership, or to set a deactivation date for the membership:
When this option is set to OFF, the DEACTIVATE ON option is displayed. To set a date on which the membership will deactivate, click the date field and select a date from the calendar. By default, deactivated memberships can still be used by clients who previously purchased them. To make a deactivated membership unusable by clients who have already purchased it, set the USABLE BY CLIENTS WHO ALREADY PURCHASED option to NO. For information about cancelling a membership for an individual client, see Canceling a client’s membership. NoteIf you deactivate a membership and make it unusable for clients who have already purchased it, you are effectively cancelling their membership. Clients’ canceled memberships cannot be reactivated and must be purchased again. |
| Membership Duration | The length of time for which the membership will be valid. You must specify the number of weeks, months, or years. |
| Auto-payments every | The auto-payment schedule for the membership. You must specify the frequency in weeks, months, or years (based on what you chose for the duration), as well as the date on which the payments will start. For information about auto-payment revenue if your business has multiple locations, see Membership auto-payments at multiple location businesses. NoteIf you set auto-payments to occur every month starting on the sale date, and a client purchases the membership on the last day of the month, the client’s membership auto-payments 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 28, their next two payments will be charged on March 31 and April 30. If you set auto-payments to occur every month starting on a specific date, and that day is the last day of a certain month, the system changes all future auto-payment dates to the last day of the month. For example, if a client purchases a membership on January 28, the next auto-payment date will be February 28. Since February 28 is the last day of the month, the client’s membership auto-payment dates that follow will be billed on the last day of the month. NoteIf you set auto-payments to start on any day of the month except for the sale date, clients will be billed the full price of the membership on the day they purchase the membership but won’t have access to the membership until the date specified under Auto-payments every. For example, a membership has a price of $50 and has auto-payments on the first of every month. If a client purchases this membership on April 26, they will have to pay the $50 membership fee for the month of April but won’t have access to the membership until May 1. The client will be billed for the next membership period on June 1. You can prorate a client’s membership payment when purchasing the membership through the store or from the client’s profile after the membership has been purchased. For more information, see Prorating a client’s membership payment. You can also change the start date of a membership when purchasing it through the store. For more information, see Setting a membership start date from the shopping cart. You can allow clients to change a membership’s start date and prorate their first payment by setting the Allow clients to prorate their first payment option to ON in the membership’s general settings. |
| Allow clients to prorate their first payment | To allow a client to change the start date of the membership and prorate their first payment when making a purchase in the Client Web App or Achieve Client App, set this option to ON. For more information, see Setting a membership start date from the shopping cart. This option won’t be available if auto-payments are set to start on the date the membership was sold. |
| Price | The price of the membership. For Purchase Options with the Appointment Purchase Option Service Category selected, you must determine if the entered price will apply per period or per session:
NoteChanges to this setting won’t apply to previously sold Purchase Options. For example, if you increase the price of a Purchase Option from $50 to $60, all previously sold Purchase Options will still reflect the old price, which is $50. |
| Taxes | Determines whether taxes are applied to the membership upon purchase. Your choices are:
|
| Summary | A summary of the membership payments including taxes. |
| After Expiration | Determine what happens after the membership expires. Your choices are:
Additional options are available when Auto-renew or Auto-convert is selected:
If you modify the expiration behavior of a membership that has previously been sold and try to save your changes, a confirmation popup is displayed with the following options:
The confirmation popup also displays the total number of clients affected by this change. Click the number to display a list of all affected clients. When modifying the expiration settings, keep the following information in mind:
|
| Category Restrictions | This setting will only be displayed if you are creating a membership with FitVID Videos selected as the Purchase Option service category. You have the following options:
NoteClients who own a FitVID Videos membership will be able to watch videos in the selected categories regardless of their current client type or client group. |
| Access to Appointments | This setting will only be displayed if you are creating a membership with Appointments selected as the Purchase Option service category. Select the checkbox next to each appointment type that can be paid for using the membership or select the Select All checkbox. |
| Access to Assets | This setting will only be displayed if you are creating a membership with Assets selected as the Purchase Option service category. Select the checkbox next to each Book-a-Spot asset type that can be paid for using the membership or select the Select All checkbox. |
| Online Store Category | The category or categories that this membership is listed under in the store. |
