Create reoccurring plans to bill your customers weekly, monthly, or yearly.
Recurring memberships allow you to offer a billing structure in order to automate regular customer payments, and also introduce the option for a commitment period, and Joining Fees.
In this guide, we'll run through the steps to set up a Recurring Membership.
🎥 Watch the tutorial
To start creating a new Recurring Membership, head over to Memberships ➜ Add a Membership ➜ Create a Recurring Plan (here)
Let's take a look at each section of the Recurring Membership individually.
📝About
📝About
You'll first be prompted to add a Name, Category (which allows you to group memberships for display purposes), Description, and Status.
💡If you'd like to create a new category you'll be able to name the category without leaving this page.
Finally set the Status, which allows you to control the whether this membership can be purchased or not.
💡If you set the membership to Not for sale it won't be purchasable, but you'll also not see it as an option on the business side when adding a membership to your customers account.
If you'd like the membership to be purchasable but not be visible in the memberships section, you can set it to For Sale, and set it to be Hidden further down in the Customer Site section.
💈Customer Site
💈Customer Site
In this section, you'll decide what settings apply to purchases on the customer side.
Visibility
Visibility
The visibility setting will allow you to choose between selecting whether a membership is visible in the Memberships section on your customer site (Visible on the membership list) or if it is hidden.
If you choose to set the membership to be hidden, you can still share a link to this membership with customers directly (Via email for example) and they'll be able to purchase it that way.
You can find out more about how you can find the link to your membership here:
How Customers Purchase
How Customers Purchase
This setting allows you to choose whether this membership can be purchased by the customer directly, or if they need to reach out to you in order for you to add it to their account on their behalf.
Customers can either purchase themselves or you can set it so that they're shown a "contact us to purchase" option with a link to your business contact details, so you can assign the membership as required.
You can click Your Contact Page to preview what this looks like.
This may be helpful for vetting customers or controlling who can purchase specific memberships.
One Per Customer
One Per Customer
If you tick this option, customers will only be able to purchase this membership once.
This setting is particularly useful when creating seasonal memberships or special offers.
Example: Free Trials, Intro Package, New Year Offer, e.t.c
New Customers Only
New Customers Only
If you tick this option, only "New" customers will be able to purchase this membership, and anyone who is not categorized as a new customer will be unable to purchase this membership.
You can configure the criteria for new customers in your customer settings.
This option is also very useful for when you set up intro packages or free trial memberships, as it allows you to ensure customers are only able to purchase this membership once.
🚦Usability
🚦Usability
Next, you can decide what customers can do with this membership, whether they should be able to book into classes, appointments, or courses, and how many of each event type they can register for by allowing unlimited, or by setting usage limits per day, per week, per month, e.t.c.
💡If after creating this membership you wish to edit the usage limits, this change would also be applied to any active memberships as well.
If you are looking to change the amount of credits a membership offers only for new customers, create a new membership with new usage limits and mark the existing one as Not For Sale.
Below you'll find a description of each section and what it can be used for, but you can also check out our dedicated guide here for further help on recurring membership usability.
💡If the membership grants customers access to On Demand Content, you'll be able to link it to the desired content from a Collection in the On Demand section.
Applicable To
Applicable To
Here, you can select what event types this membership will grant customers access to.
You can choose between Events (classes & appointments), Courses, or both Events and Courses (which is less common).
Event Types
Event Types
Once you have selected the event types your membership is applicable for, you can select the specific event types you'd like to grant them access to.
Frequency Restrictions
Frequency Restrictions
Now that you have selected the event types this membership allows your customers access to, we can add the frequency restrictions, which allows us to choose how many events they can register for, and also add additional frequency restrictions per event type.
If you select the option "No restrictions, allow unlimited registrations", no restrictions will be applied, and customers will be able to register for as many events as they'd like.
If you choose the option to "Restrict number of uses per day, week, month, etc" this will allow you to set a specific number of events they can register for per day, week, month, and year.
💡You also have the option to apply usage limits per billing period, however you will need to reach out to our customer support team in order to request this be added to your account.
When selecting more than one class type, you'll see you have the option to "Set limits per class type" which allows you to set a limit to the number of classes a customer can register for within the overall frequency restrictions.
Example: In the image above you can see that two class types are selected with a weekly limit of 10 registrations per week, however, the "Set limits per class type" option has been ticked, and a separate limit has been set per class type so that one class offers up to 4 registrations within the weekly limit of 10 registrations, and the second class offers up to 7 registrations within the weekly limit of 10 registrations.
This means that the customer can register for a total of 10 classes per week, however, they can register for up to 4 sessions of the one class type and up to 7 sessions of the other.
If you'd like more information about how our frequency restrictions work, please check our guide here: Recurring membership Usage Limits
⚠️Important: The frequency restrictions applied by the membership do not override any daily or weekly registration limits you may have set in your customer settings here.
If your customer settings are set to allow customers to register for 5 events per week (example) then customers will not be able to exceed this weekly limit, even if their membership offers unlimited registrations per week.
Ignore No-Shows
Ignore No-Shows
If you ignore no-shows, attendances marked 'no-show' will not count towards usage limits.
This means that if a customer registers for a class and doesn't attend this session, when the instructor takes attendance and marks this customer as a "no-show" the class credit they used to register for this event will be returned to them and they can use it to register for a different event.
💱Payment Plan
💱Payment Plan
Finally, you can set the payment plan of the recurring membership, including the price, joining fees, how often it should bill (once per month or every 4 weeks for example), whether there is a minimum commitment period (such as 3 months), cancellation settings and when should customers be billed on an ongoing basis.
For a more detailed guide on how to create a payment plan and what each option means, please see our dedicated guide here: Add a payment plan for a recurring membership
❓FAQ
Can I set up a membership to be purchased now but have customers only billed at a future date?
Can I set up a membership to be purchased now but have customers only billed at a future date?
If you would like to pre-sell memberships so that customers are able to purchase now without being billed until a pre-set start date, please reach out to the Support Team with the name of the membership and the start date you have in my mind.
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