How to Create a New Membership Type

A Membership Type is what you sell to your members to give them access to the facility. 

Membership Types are created under Quick Functions>>Memberships>>Quick Menu>>Add Type OR Functions>>Memberships>>Add Type 

Membership Type ID:

• Unique Field 10 characters long, no spaces or special characters (i.e., !@#$%)
• Cannot be changed or updated after initial save
• Admins will see this when viewing memberships 

Display Name:

• A short description or name for the membership type
• Admins and Prospects will see this name when selecting a type to purchase

Description:

• A longer field to describe the membership type up to 250 characters
• A prospect will see this description online when purchasing a new membership

Payment Frequency:

How often will the member pay

• Paid In Full, Monthly, Annually, Bi-Weekly
• Pay Each Month Term – you will add a term length and the membership will pay each month for the chosen length
• Pay Each Month No Term the member will pay each month with no end date until the member cancels 

Amount Per Payment Cycle:
Enter the amount the member will pay per cycle.

• Paid in Full - enter the full amount based on term length
• Pay per month - enter the amount member will pay per month 

Term In Months:

• This is the length of the membership in months regardless of the payment frequency

Term In Days:

• This would be used if the membership length were more or less than a month. Example 7 days
• The system will add these month+days together if you populate both fields so typically one or the other is used

Initiation Fee:

• Any up front or processing fees at time of membership purchase
• Commonly know as enrollment, start up or processing fees
• Can be discounted or overridden at time of purchase
• Customizable - there are a total of 5 fees that can be used on the initial purchase and the labels can be updated under tools>>system settings>>membership fee settings
• Each fee can be taxed and have a separate income category from the membership type settings

Sub Type:

• Primary, Secondary (used to link to a Primary membership), Tertiary (a regular membership will always be primary. Secondary and tertiary are used for family and group memberships)
• Punch Card (used to create a membership that is based on a number of visits) 

Priority:

• This will color code the types for Salesperson as purchase is being made.
• You may run specials – and make them a high priority 
• Use to put your most lucrative as high priority
• Most popular as high priority
• If you are running a special you would set that type to Highest
• Can also be used to group like membership types together (example - monthly is red/highest, family is orange/higher, etc.)

Product Category:

• Added and managed from Tools>>System Settings>>Field Definitions>>Membership Categories (recommended to do this before creating your types)
• Organizes the purchase process and groups like membership types together
• Provides Summary reports on product category
• Are specific to just memberships
• Examples: Individual, Family, Student, Discounted

Income Category:

• Added and managed from -Tools>>System Settings>>Field Definitions>>Income Categories (recommended to do this before creating your types)
• This is used to organize your types for financial reporting
• Cross revenue streams Memberships, services and POS items
• Create an income category for any income you want to track separately (An example is to create a category called 'online sales' and use this for you the membership types that you are only selling online. This allows you to easily see how much income is generated from your website)

Online Options:

• Member Can Renew Online - Set to Yes/No if want members to have ability to renew membership on the member portal
• Non-Member Can Purchase Membership Online - set to YES for memberships that you want to sell online. This controls what shows on the member portal for new members
• Non-Member Can Purchase Guest Membership Online - set to YES for memberships that you want to sell online for guests. The user type will remain a guest. Useful for day/week passes

Apply Primary Tax:

• Set to yes if taxes are to be applied at time of purchase 
• Set to No if taxes are not required
• System Settings need to be adjusted to the proper tax rate
• Tools>>System Settings>>Tax Rates click to edit

Apply Secondary Tax:

• Applies a second tax atop of the primary tax at time of purchase when checked

Apply Tertiary Tax:

• Applies a tertiary tax atop the primary/secondary tax at time of purchase
• Suggested to be used for tanning tax where applicable

Access Control Group:

• Used to Control Access Times/Limits for checkin to facility
• Provide different membership types with different access permissions
• Multi-club access management
• Used with Brivo or Passport door entry system
• Example - create a membership type for 24 hour access and set an access control group that allows it

Primary Commission Code: 

• Used for Sales Commissions at the time of the membership purchase. 
• Unique codes can be set for each membership type
• Codes also need to be set individually in Sales Person profile
• Click here for more information on Sales Commissions

Secondary Commission Code:

• If this is set to a value the code will be added atop to the commission at the time of purchase. 

Do Not Generate Commission:

• Enable if Commissions will not be generated

Default Include First and Last Payment in First Payment:

• Enable if the first and last month payment is required at time of membership purchase, or the first two and last two payments

Waive Payments and Override Options:

• Waive First AMOUNT PER PAYMENT CYCLE value: Check this box if the first month is free (rate only)
• Waive Second AMOUNT PER PAYMENT CYCLE value: Check this box is the second month is free (rate only)
• Waive First ADDITIONAL SERVICES FEES value: Check this box is the first service rate is free (locker, tanning, videos)
• Waive Second ADDITIONAL SERVICES FEES value: Check this box is the second service rate is free (locker, tanning, videos)
• Override First AMOUNT PER PAYMENT CYCLE value:  Set the value of the first months rate if it is discounted
• Override Second AMOUNT PER PAYMENT CYCLE value: Set the value of the second months rate if it is discounted
• Override Third AMOUNT PER PAYMENT CYCLE value: Set the value of the third months rate if it is discounted

Require Rollover for Purchase:

• Enable if a roll over membership is required for a Term membership at time of purchase
• Please note this will be disabled if Non-Members can purchase online is enabled
• If you do not want require a rollover the box can be left unchecked

Default Rollover Membership Type:

• If Require Rollover is enabled a No Term Membership must be selected (Tip: Create your open term memberships first so they display in the drop down)
• This is the type that the membership will roll into once the term is reached

Bundled Service Type:

• This is used if a membership automatically gets a service type added at the time of purchase
• A service is something sold to a member to allow scheduling. This field is used if every membership purchased get a 'free' class package for scheduling, or a free video package with the membership

Discount Code:

• Used if a specific discount code is used for a specific membership
• Example, summer student special - create a unique membership type and assign a specific discount code.

Assigned Document:

• If using eSignature, choose the membership agreement that the member is required to sign for this type at purchase time

Scheduled Extra Membership Charges:

• Up to 5 extra charges available
• Extra Charge Frequency: This is used to set Extra Charges frequency for the membership type
• Extra Charge Type: This is the type of extra charge set in the membership type (Customizable - click <add new>)
• Extra Charge Amount: This is the amount to be charge and set as a scheduled payment
• Extra Charge Date: This can be set to specific date for annual fees to be charged each year on that date or it can be set to the same start date as the membership start date plus additional months/days

Additional Service Fees:

• Additional monthly fee added to the rate (useful for childcare, locker, video fees - anything that doesn't have to be scheduled)
• These will be billed at the same frequency of the membership
• The display name can be updated or changed in Tools>>System Settings>>Membership Fee Settings
• Tax and income categories can be assigned separate from the membership type settings
• The membership service fees can be added or removed at the purchase or after a membership is opened

Secondary Membership Types:

• If you sell family/group memberships online, it is necessary to attach the secondary membership type in this field for it to display online
• Up to 6 secondary types can be assigned

Video Settings:

• If you are using our video services, members can easily have access to one of more video categories using these options
• Live Remote Training can also be attached to memberships
• For more information on my video services, click here