Add a term/ongoing membership plan

Overview

This article guides you through the process of adding a Term/Ongoing Membership plan.
The article is divided into the following eight topics:

Prerequisites
   Role
   Scope
   Rules
Use case
Navigation
   Organisation level
Add a term/ongoing membership plan

 

Prerequisites

Role

Your Role must have the "Manage membership plan" or the "View membership plan" Permission to access the Payment options within each Membership plan.
Preset Roles that have this Permission are:

• Admin
• Master franchiser
• Franchisee
• Branch manager

Your Role must have the "Manage payment option" Permission to add Payment options.
Preset Roles that have this Permission are:

• Admin
• Master franchiser
• Franchisee
• Branch manager

 

Scope

To add a Membership plan, you must have one of the above Roles within all of the Branches the Payment options will be "Available for sale" in. i.e. If you want to create a Membership plan that will be "Available for sale" in Branch A, B and C, but you only have an Admin, Master franchiser, Franchisee or Branch Manager Role in Branch A and B, you will only be able to add Payment options that are "Available for sale" in Branch A and B.

 

Rules

A Membership plan must include at least one Payment option. For this reason, once you have created a Membership plan, you are required to add a Payment option before you can complete adding the Membership plan.

 

For more information on Roles, click here.
For more information on Permissions, click here.
For more information about Membership plans, click here.

 

Use case

Term/Ongoing memberships enable gyms to charge a Member (upfront or via direct-debit instalments) for their gym Membership.

The Membership can either be:

• a Term membership (has an End date),
• an Ongoing membership (continues until the Member or the gym cancel the Membership), or
• an Ongoing membership with a Minimum-term (has an End date that represents the Minimum-term, but the Membership continues until the Member or the gym cancel the Membership).

Membership plans are the templates for all Memberships.
To sell any Membership to a Member, a Membership plan must first be created.

Each Membership plan has at least one Payment option associated with it.
Payment options determine how Members will pay for a Membership.
Multiple Payment options can be created for each Membership plan.

Membership plans are where you set:

• the name of the Membership
• a description of the Membership
• the Country the Membership will be made "Available for sale" in
• the Type of Membership (Visit passes, External payer memberships or standard Memberships)
• the number of Visits allowed (for Visit passes only)
• the Access level permitted with the Membership (Access control for gym entry)
• the Payment option (term/ongoing, direct debit/paid in full, length of term)

 

Navigation

Membership plans are added at Organisation level:

Organisation level

To add a Membership plan:
Navigate to Organisation level (grey menu)
Click on Management

Select Membership plans

All Membership plans that are "Available for" Branches within your Role's Scope are listed:

 

Add a term/ongoing membership plan

To add a Term/Ongoing Membership plan:

		Click Create membership plan (top right)
		Enter a Membership name (required) Note: The Membership name must not exceed 80 characters.
		Select a Country (required) Note: The Country determines what currency and taxation will be used. Only Branches within this Country will be able to offer this Membership plan.
		Enter a description for the Membership (required) The description is displayed in the Membership plan section: If the Membership is made "Available online" it is also displayed to Members in the Online Member Website. Note: The Membership description must not exceed 400 characters.
		If an Access control system has been connected to Clubware, select which Access level will be granted with this Membership.
		Select the Membership type (required) Select Term / Ongoing
		Click Next Note: All Membership plans must have at least one Payment option. On clicking Next, you are taken to the Payment option settings to create the first Payment option. Click if you need to go back to the Membership plan settings.