How do I set up the plans I sell?
Your catalogue of offers: the four kinds of plan, and the two fields that silently break reminders.
Settings › Memberships
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- 1Tap the plan row to open its panel.
- 2Set the name your staff will recognise at the desk.
- 3Choose the type, because it decides whether Credits appears.
- 4Type the price, the number of days, and for a pack or a pass the number of classes.
- 5Pick an icon and a colour so the plan is recognisable in a list.
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Four kinds of plan#
Path: Settings › Memberships.
Every plan you sell is one of four kinds: Subscription, Class pack, Pass or drop-in, and Private. The kind is not decoration. It decides which fields you get and how the plan behaves once a member holds it.
Class pack and Pass or drop-in carry class credits, so a Credits field appears. Subscription and Private do not, and the field stays hidden. A subscription lets the member book as much as they want until the end date; a pack or a pass spends one credit per booking.
Saving your changes#
The plan panel has no save button of its own. Closing it with Done only closes the panel. Your changes are saved by the bar that appears at the bottom of the screen.
A plan left without a name is dropped when you save.
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Removing a plan you no longer sell
Remove sits at the bottom left of the plan panel. It takes the plan out of the list you sell from, once you save.
Members who already bought it keep it. Their record stores the plan name and the price they paid, so their history and their balance are untouched.