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Customise membership usage limits for a specific customer
Customise membership usage limits for a specific customer
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 7 months ago

Usage limits are initially added when a membership is created. Usage limits are set to determine what class/course limits should apply to customers who have purchased the membership.

❗️Custom limits are designed to add/remove class limits on available class types of the membership. If you want the customer to be able to register for other classes not available on the membership, you should upgrade/downgrade the customer onto a membership that does allow the desired class.

Here we'll run through how you can customise these limits for individual customers, without affecting the overall limits set for the membership.

💡 Please note that once you've set custom limits on a customer's membership, their membership will become unlinked from the main membership's limits. This means that any changes you make to the main membership will not apply automatically to customer memberships with custom limits.

To do this, first navigate to the customer membership tab (customers >> click on the desired customer >> membership tab) then click on the membership you would like to set custom usage limits.

From the membership detail page, you now see the option to edit usage limits.

Now click 'Use Custom Limits'.

❗️Please note that custom usage limits can only be applied for classes which are included in the membership, and additional classes can not be added via custom limits.

You do however have the option to set custom limits for all classes which are not included with the membership, so that you can prepare for when these classes are added/included with the membership in the future, in which case the custom limits will be applied for this user.

The membership limits set for this example, allowed the customer to register onto 3 classes per week and 50 classes per year.

This has now been changed for this customer only, to allow 1 class registration per week.

You can revisit this page at any time, to re-adjust the limits set for this customer.

💡 To pull a report of customers with custom usage limits on their memberships, head to the Customer Memberships report and filter by 'Custom Usage? = Yes'.

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