How to create packages or bundles of sessions. How to create a drop-in pack.
Packs bill your customers once, upfront, and allow them a set number of uses.
For example, you might want to create a drop-in pack that allows customers to register for one class/appointment or a block of 10 that allows them to book 10 sessions at a lower per-class rate.
Let's take a look at how to set them up!
🎥 Video tutorial
📕Read the tutorial
Setting up a pack
To create a pack, head to Memberships >> Memberships >> click 'Add a Membership' and select the pack option.
Understanding the pack create form
You'll need to complete the sections below in order to create a pack.
In this section you'll be prompted to enter a name for your pack, select which category* it should be displayed under (you'll be able to select an existing one or create a new one), add a description, and set the status to "for sale" or "not for sale".
*Note: any categories you create will be visible to you from Memberships >> Memberships. Customers will also be able to view these categories from the customer site. If you have any empty categories, or categories that contain hidden memberships, these will not be displayed on the customer site.
We'll show you how to create hidden memberships below.
Wondering what your memberships look like on the customer site? Head to Customer Experience >> Customer Site >> copy the URL on the page and paste it into a browser window or tab.
This part of the form allows you to configure your pack's settings for purchases made through the customer site.
The visibility setting allows you to create a pack that's visible from the business side exclusively, or one that customers can see and purchase from the customer site.
You can decide whether customers can purchase the pack via one of your payment methods, or if they need to contact you in order to purchase.
You can also choose to limit purchases to one per customer, and/or to new customers only (think of a free trial class for new customers, for example).
Packs can begin on the date of purchase, on the date of first registration (i.e., when the customer books the first class or appointment), or on a specific date.
You can make the pack expire after a set number of days, weeks, months, or on a specific date, or you can set it to never expire.
Tip! we often see businesses benefit from having an expiry date on the pack to encourage the customer to use all their sessions within an allotted time.
This encourages the customer to take regular classes, which is great on both sides - you get to see them consistently to ensure they benefit from your lessons, and they get the reward of knowing their fitness levels are going to increase by attending enough classes in a short space of time.
Here you'll be prompted to enter the price. Customers will make a single payment for the pack at the time of purchase.
Note: Wondering how to set up a split payment plan? See Add a payment plan for a recurring membership.
In this section, you'll be able to configure which classes/appointments and/or courses customers should be able to book and their allocation.
Pack size and usage limits
The pack size controls how many sessions the customer will get on the pack they purchase. You can customise the limits further by adding frequency restrictions, such as a daily, weekly, monthly, or yearly allocation.
For examples of how to use pack limits, please see Class pack usage limits.
By default, when a customer is marked as a no-show, their credit is not returned. If you wish to override this setting, tick the 'ignore no-shows' option.