📝 Overview
Prepaid plans bill customers once upon purchase and are good for a set time.
For example, you want to create a 6-week challenge and have customers pay upfront.
A prepaid plan accommodates this setup perfectly and also allows you to add usage restrictions if needed, i.e. customers can attend a set number of classes/appointments per week. Let's take a look at how to set up a prepaid plan.
🎥 Video Walkthrough
Watch the walkthrough for a quick overview of creating a prepaid plan here.
🛠️ Setting Up a Prepaid Plan
You create a prepaid plan from the Memberships section, then complete each section of the create form. To get started, head to Memberships ➜ Memberships ➜ click Add a Membership and select the prepaid plan option.
You will need to complete the sections below in order to create a prepaid plan.
Click the arrow to learn more about the prepaid plan create form
Click the arrow to learn more about the prepaid plan create form
About
In this section, you will be prompted to enter a name for your prepaid plan, select which category it should be displayed under (you can select an existing one or create a new one), add a description, and set the status to "for sale" or "not for sale".
🧠 Any categories you create are visible to you from Memberships ➜ Memberships. Customers can also view these categories from the customer site. If you have any empty categories or categories that contain hidden memberships, these are not displayed on the customer site. We 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, and paste it into a browser window or tab.
Customer Site
This part of the form allows you to configure your prepaid plan's settings for purchases made through the customer site.
The visibility setting allows you to create a prepaid plan that is 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 prepaid plan 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).
Duration
Prepaid plans can begin on the date of purchase, on the date of first registration (i.e. the date of the customer's first class or appointment), or on a specific date.
⚠️ If you choose "Begins on date of first registration", customers should register for the class coming up soonest first.
You can make the prepaid plan valid for a set number of days, weeks, months, or until a specific date.
Price
Here you will be prompted to enter the price. Customers make a single payment for the prepaid plan at the time of purchase.
Usability
In this section, you can configure which classes/appointments and/or courses customers should be able to book and their allocation.
You can choose to have no restrictions or limit usage by adding a daily, weekly, monthly, or yearly allocation.
⚠️ Prepaid plans do not support limits on the total number of uses. If you need to limit the total number of uses, create a pack instead. See the guide here.
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.
⚠️ Editing usage limits here edits usage limits for any active memberships. If you are looking to change the amount of credits a membership offers, create a new membership with new usage limits and mark the current one as Not For Sale.
If the membership grants customers access to On Demand Content, you can link it to the desired content from a Collection in the On Demand section.
💡 For more information on how to set up On Demand products, see the overview here.