Managing Pricing, Memberships and Plans
By Angel and 1 other2 authors41 articles
- Viewing memberships that are not for sale and have no active members
- Change the start date on a Pack or Prepaid Plan
- 🎥 What is One Use Plus pricing, and what can it be used for? (VIDEO)
- How to put memberships on hold in bulkThis guide explains how to use TeamUp’s bulk hold tool to quickly place many customer memberships on hold at once, pausing their class access and billing for a set period.
- Edit a membership payment plan
- 🎥 How to remove a membership payment plan and add a new one (VIDEO)
- How to add a payment to a recurring membershipAdd an additional charge to a customer's account.
- How to view active customers of a particular membership
- Apply a discount code to an active recurring membership
- 🎥 Add a Recurring Membership (w/ VIDEO)In this guide we'll outline how to create recurring memberships, and the various options available regarding payment and usage restrictions
- Edit Membership Terms and ConditionsThis guide explains how to find and edit the terms and conditions on a membership, and what to keep in mind for existing membership holders when terms change.
- Create memberships for new customers onlyThis guide explains how to create memberships that only new customers can purchase once your new customer criteria are in place, ideal for intro offers and free trials.
- Update Membership For Sale StatusThis guide explains how to change a membership's status between For Sale and Not for sale, and what the change means for new purchases and existing members.
- Managing membership categoriesThis guide explains how to add, edit, delete, and re-order membership categories, and how categories appear to customers on your Customer Site.
- 🎥 How to delete a membership (w/ VIDEO)This guide explains how to delete a membership that has never been purchased, and what to do instead when a membership cannot be deleted.
- Recurring Membership Usage LimitsThis guide explains how usage limits work on recurring memberships, how different limit setups affect customer access, and answers common questions.
- 🎥 Add a Prepaid Plan (w/ VIDEO)This guide explains how to create prepaid plans that bill customers once upon purchase and remain valid for a set time, ideal for challenges, trials, and seasonal offers.
- Process a pending offline membership payment as an online billThis guide explains how to convert a customer's pending offline recurring membership payment into an online bill they can pay through your online payment processor.
- How to Edit or End Holds in BulkThis guide explains how to use the Bulk Edit/End Holds tool to update or end existing membership holds in bulk, with filters, previews, and confirmation.
- Add a payment plan for a recurring membershipThis guide explains how Payment Plans work, and how you can create one.
- Removing holdsThis guide explains how to remove a customer's membership hold, either individually from the customer profile or in bulk, and what to check before deleting a hold.
- Can I send my customers a direct link to a membership?This guide looks at how you can obtain a link to a specific membership so that you can send it to customers directly, and also use for marketing materials or…
- Managing one on one membership offeringsThis guide explains the membership options for selling one-on-one sessions, from adding a 1-2-1 allowance to existing plans to recurring memberships and packs.
- 🎥 How to change the price on a recurring membership for new customers (w/ VIDEO)This guide explains how to change the price of a recurring membership for new customers only, by editing the Future Purchases price on the membership's payment plan.
- How to change the price on a recurring membership for existing customersThis guide explains how to use the bulk edit tool to update recurring membership prices for your existing customers.
- 🎥 Add a Pack (w/ VIDEO)A full step-by-step walkthrough of creating a pack membership, from naming and pricing to configuring usability, sharing, and usage limits.
- How to change the payment/billing date for all your customersThis guide explains how to change the billing date for all your customers on a membership, including how to adjust payments so nobody underpays or overpays.
- Pack Usage LimitsThis guide explains how pack limits control the number of sessions a customer gets on a pack, with examples from simple limits to per-class-type and weekly limits.
- How can I change the order my memberships are displayed?This guide explains how to change the order your memberships are displayed in, which also controls how they appear on your customer-facing Memberships section.
- How to Update Your TerminologyThis guide explains how to rename key terms across your account so they match your business's preferred language and branding.
- An Overview of Membership ToolsThis guide gives an overview of the Membership Tools section, where you can extend expiration dates and create, edit, or end membership holds in bulk.
- How to extend expiration dates on packs and prepaid plansThis guide explains how to extend the expiration dates on customers' packs and prepaid plans, either individually or in bulk with the Extend Expirations Tool.
- 🎥 An overview of Memberships (VIDEO)This guide explains how to sell access with recurring memberships, packs, and prepaid plans, what each type includes, how billing and usage work, and when to choose one over the…
- How to Change Your Membership Cancellation SettingsThis guide explains how to configure the cancellation policy on a recurring membership, including the available options and how each one affects your customers.
- How to create drop-ins in TeamUpThis guide explains the difference between a drop-in pack and a drop-in fee, how to set up Pay As You Go options, and best practice for offering drop-in classes.
- Membership usage - when is it deducted, when is it refunded automatically, and can it be refunded manually?This guide explains when membership usage is deducted, when it is returned automatically after a cancellation, and how to refund usage or money manually.
- I have added one-plus pricing but can't see this when making a purchase for a customerThis guide explains why a one-plus price may not appear at checkout and how to fix it by updating what the membership is applicable to.
- What does "Registrations Blocked" mean?
- How to exclude/remove a specific class from your free trial offering
- What happens when a customers payment fails?This guide explains what happens when a customer’s payment fails in TeamUp, including how it affects their membership or bookings and what steps can be taken to resolve it.
- Membership SharingThis guide explains how to make memberships shareable so they can be used by multiple family members for class bookings and On Demand Content access.