Results for “how to set up a membership plan”

30 results

• Membership plan types: which plan type is right for your gym

  An overview of every membership plan type in ClubRight, from rolling monthly to day passes, to help you choose the right setup.

• Creating your first membership plan

  A step-by-step guide to setting up a membership plan in ClubRight using the new plan wizard.

• Changing or upgrading a member's plan

  Move a member from one membership plan to another (for upgrades, downgrades, or plan switches) without cancelling their membership.

• How does a member set up or change their Direct Debit?

  How members and staff set up or change a Direct Debit, by route and by provider, including lead times.

• Setting up membership renewals

  Control when members can renew their membership, both as a club-wide default and on individual plans, and how to renew a fixed-term membership for a member.

• Setting up promo codes for membership plans

  Create membership plans that are only visible when a valid promo code is entered, ideal for exclusive or time-limited offers.

• What can be edited on a live membership plan

  A quick reference guide to which membership plan settings can be changed after a plan has been assigned to a member.

• Restrictions and eligibility on membership plans

  How to set age restrictions and membership eligibility on a plan, so only the right members can purchase it.

• Manually adding a membership in club

  How to add a membership plan to a member's profile in club, step by step — from choosing a plan to taking payment.

• Getting your club set up: your first week with ClubRight

  A step-by-step path through everything you need to set up in your first week, from club info to taking your first payment.

• How do I sell a membership now that starts on a later date?

  Pre-sell a membership, such as a founder membership, so members buy it today online or in club and it starts on a later date.

• Changing membership prices in bulk

  How to update the price for many members on a plan at once using Bulk Payment Actions, and what to check before you do.

• Setting up classes, activities and the diary

  How to set up your diary, booking rules, and bookable activities so members can book classes and sessions.

• Adding a bolt-on to an existing member

  How to add a bolt-on to a member already on a plan, or take one off, by re-adding their membership with or without the bolt-on.

• Online joining process

  Walk-through of how a prospect joins your club online, what they see at each step, and how to share your joining link.

• Setting up appointment bookings (PT sessions and 1:1s)

  How to set up bookable appointment types for PT, inductions, and other one-to-one sessions.

• Why can't my member book a class?

  The common reasons a member can't book a class, how to fix each one, and how to let members book busy classes before pay-as-you-go customers.

• Creating and setting up products

  How to create products and set up pricing, stock, availability, promo codes, bolt-ons and groups for your shop and till.

• Setting up and using credits

  How to set up credit packs for activity access, how members use credits, and how to remove or refund credits.

• Branded QR codes for membership plans

  How to find each plan's QR code, embed your club logo, and use them to promote specific membership plans to prospects.

• Setting up Referrals

  Reward members who refer friends and family, with rewards applied automatically when a referred member joins.

• Cancelling a membership: process and what to expect

  How to cancel a member's membership in ClubRight, immediately or on a future date, and what happens when you do.

• Changing a member's Direct Debit payment date

  How to change the Direct Debit collection date for a ClubRight Pay or GoCardless member.

• Pro-rata charges explained

  Understand what a pro-rata charge is, how ClubRight calculates it, and how to turn it on or off for a membership plan.

• Setting up your Health Questionnaire (ParQ)

  How to set up your ParQ (Health Questionnaire), and how staff complete, review or update a member's ParQ in club.

• Smart Workflows: getting started with automation

  Set up automated member communications in ClubRight using Smart Workflows, from templates to live, running workflows.

• How your memberships show on your website

  Control how your membership plans appear on your website, from pricing to the "Most popular" badge.

• Setting up nominal codes

  How to set up nominal codes in ClubRight to categorise your revenue, simplify reporting, and connect with Xero.

• How do I change a membership's contract end date?

  How to add days to a fixed-term membership, and how to end one earlier than its contract end date.

• Organising plans with membership plan categories

  Group your membership plans into categories so members can find the right plan when joining or renewing.