How to create a membership plan or class pack.
A plan is anything you sell that gives access over time or a number of visits. Members buy it in the app, and staff sell it at the counter.
- Who it is for
- Owners and managers
- Plan
- Advance and Team
Create a plan
- Open Membership plans in the sidebar (gyms: Members > Membership plans; salons, barbers and clinics: Sell > Plans and courses; other businesses: Catalog > Membership plans).
- Click New plan.
- Under What does this plan sell? pick Membership (days of access), Visit pack (a number of visits), Time pass (hours, clocked at the door) or Course (treatments, each counted).
- Fill Name and Price. A plan priced at zero is handed out free when a member takes it.
- For a membership, fill Length in days (30 for a month, 365 for a year). For a pack or pass, fill Number of visits or Hours the pass holds, then Valid for (days, optional).
- Leave Show on storefront on so members can buy it in the app and on your member page.
- Open More options to add a description, a photo, a Category, a Display order or the Best seller badge.
- Click Create.
Give every plan an end date
A blank Length in days or Valid for means the plan never ends. Packages already sold keep the dates they were sold with, so changing the plan later does not fix them. Fill the length before you start selling.
Door rules on a plan
These switches are under More options and only change how this plan opens the door.
- Door only on the day of a booked class: for drop in and class packs, the pass opens the door only on days the member has a class booked.
- First door scan of the day uses 1 session: for session packs counted at the door. Scanning again the same day is free.
- Door works on purchase day only: the pass stops opening the door at midnight on the day it was bought. Use it for walk in day passes.
- Late passes count for the next day: a pass bought after the time you set opens the door all of the next day instead.
Archive a plan you no longer sell
- Open the plan row menu (Plan actions) and click Archive.
- The plan moves to Archived plans and is hidden from customers. Click Restore to list it again.
What your customers see
- Active plans appear in the member app under Shop and on your member page, grouped by category and sorted by Display order.
- A plan marked Best seller is featured first on the member app home screen.
Common problems
- Why is Membership plans missing from my sidebar?
- Membership plans are part of the Advance and Team plans. On Basic, the page tells you which plan unlocks it. Check Settings > Billing & plan.
- A member shows no expiry even though the plan says 30 days.
- The plan had no length when that package was sold. Save the length on the plan, then fix the member with the pencil on their package, see the article on editing a member package.
- A Time pass does not start a clock at the door.
- Hours passes need Timed visits (hours passes) switched on in Settings > Features. Also check the plan sells only hours: a plan cannot sell hours and visits at the same time.
Related guides
- How to sell or renew a membership at the front desk
- How session packs and class credits count down
- How to set up auto-renewing memberships
More in Memberships and packages, or start with the getting started guide. Still stuck? Contact us.