Manual - AF - EU

Add new package

There are five steps to define a membership package:

  1. CreatePackage_1.jpg

    Basic details

    Package Name - The package's name, as it will appear when signing-up.

    Category - The type of package - this field is limited to 'membership' at the time of writing.

    URL - This is auto-generated, based on the package name so just skip the field. Click on any other field and you will see this one update with a URL derived from the package name you chose.

    Description - A reminder of the package's content for staff use.

    Type - PublicPrivate or Referral as already described

    Chargeable - Only paid packages can be created at this time.

    You will notice that the right of the window shows a preview of how the package will appear on your gym's sign-up page.

    Online Joining Switch - if you enable this, the package will be visible to members trying to join online. If you leave this switched off, the package will only be available in-club.

    Tax Type - Your club should have several types already defined - choose the rate that should apply

    Product Code - Choose an (optional) product to associate the package with

    Freeze product code - This must be supplied for chargeable packages - choose from the list

    Key Fob Product Code - Choose the correct product code from the drop-down

  2. CreatePackage_2.jpg

    Payment details

    Membership Type - Ongoing is the only supported option at this time.

    Main Payment Method - Select the payment company, currently DDMS

    The remaining fields allow you to define the payment amount, frequency and delay. You can also define any one-off charges or apply a discount.

  3. Create_Package_3-uk.jpg

    Discounts

    If you applied a discount on the previous tab, the next tab to be displayed allows you to choose which discounts to apply immediately, and which discounts to be scheduled.

    Note

    This tab is not shown if you do not apply a discount on the preceding Payment Details tab (2), changing the numbering of the remaining tabs/steps.

  4. CreatePackage_3.jpg

    Access Details

    Minimum Contract Length - this specifies the minimum contract length for a membership with an ongoing payment commitment.

    Allow access - this determines if the membership allows access to the gym or not (for example you might want to create a bookings-only package that excludes access to the main gym/equipment.

  5. CreatePackage_4.jpg

    Additional Settings

    Here you can adjust the finer details of the package by turning features on or off to suit, such as the need to complete a PAR-Q form, minimum age requirements etc. You can also change how some of the text will appear in the package's 'tile' as shown in the preview.

    Note

    Does this package include bookings?

    Memberships can include bookings or exclude them, but exactly how you choose to implement this feature is up to you; an inclusive package could mean that bookings are totally free, or just discounted instead. An exclusive package only means that the member pays a different (and usually higher) rate to join the class/booking in addition to their membership package. They are not forbidden from joining bookings, because all members can view and join active bookings.

    So remember; inclusive memberships and exclusive memberships just relate to the prices that each member type will pay to make a booking - see the documentation for the Bookings tab for more details

    Note

    Package Order On Sign-up Page

    '0' is the first package to feature on the sign-up page. As all packages default to '0' when they are created, they will appear in creation order (newest first) instead. You will need to change this value for all active packages if you want to make them appear in a different order.

  6. CreatePackage_5.jpg

    Confirmation

    The final step gives you the chance to review the main settings you made, and gives you a final opportunity to make changes (click on the step numbers to visit previous tabs) before the package is created and offered to members according to the visibility setting you chose.