Membership Plans

In a nutshell, the membership plans system lets you create and manage different pricing tiers for your club members, from one-time passes to recurring monthly subscriptions with flexible billing options.

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Overview

The membership plans system is the foundation of your club’s revenue model. You can create various types of memberships, set pricing structures, define usage limits, and track which members are subscribed to which plans. Key capabilities:

• Plan Creation: Set up different membership types and pricing
• Billing Frequencies: One-time, weekly, monthly, quarterly, or annual billing
• Usage Limits: Set maximum uses for passes and memberships
• Sports Integration: Associate plans with specific sports or activities
• Revenue Tracking: Monitor plan performance and revenue
• Member Management: See which members are subscribed to each plan

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Managing Plans

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Viewing All Plans

1. Navigate to Billing → Plans in the admin panel
2. The plans grid shows all your membership plans
3. Use the Type Filter to view specific plan types
4. Click on any plan to view detailed information

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Understanding the Plans Grid

The plans grid displays:

• Name: Plan title and description
• Frequency: Billing frequency (Monthly, Annually, One-time)
• Type: Plan category or type
• Price: Cost per billing period
• Signup Fee: One-time fee when joining
• Sessions: Usage limits (if applicable)
• Validity: How long the plan is valid
• Sports: Associated sports or activities
• Status: Active or inactive
• Actions: Edit or delete options

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Plan Statistics

The top of the page shows:

• Total Plans: Number of plans created
• Active Plans: Currently active plans
• Average Price: Mean price across all plans
• Recurring Plans: Plans with recurring billing

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Creating Plans

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Adding New Plans

1. Click “Add Plan” in the top right
2. Fill in the plan details:
   • Plan Name: Descriptive title
   • Description: Detailed plan information
   • Club: Select the club location
   • Price: Cost per billing period
   • Signup Fee: Optional one-time fee
   • Billing Frequency: How often to charge
   • Type: Plan category (General, Class, Court, etc.)
   • Max Uses: Usage limits (optional)
   • Validity Period: Days the plan is valid
   • Sports: Associated activities
   • Notes: Additional information
3. Click “Save” to create the plan

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Plan Types

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Recurring Plans

• Monthly: Charged every month
• Quarterly: Charged every 3 months
• Annually: Charged once per year
• Weekly: Charged every week
• Perfect for ongoing memberships

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One-Time Plans

• Single Payment: Paid once upfront
• Usage-Based: Limited number of uses
• Time-Limited: Valid for specific period
• Great for passes and packages

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Billing Frequencies

• One-time: Single payment, no renewal
• Weekly: Charged every 7 days
• Monthly: Charged every 30 days
• Quarterly: Charged every 90 days
• Annually: Charged every 365 days

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Plan Configuration

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Usage Limits

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Unlimited Plans

• No usage restrictions
• Members can use facilities freely
• Best for premium memberships

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Limited Plans

• Set maximum number of uses
• Track remaining uses
• Perfect for class passes or court time

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Validity Periods

• Set how long the plan remains valid
• Useful for time-limited offers
• Automatically expires after period

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Sports Integration

1. Select which sports the plan applies to
2. Members can only use the plan for selected activities
3. Helps organize different membership tiers
4. Useful for sport-specific pricing

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Revenue Accounts

1. Assign plans to specific revenue accounts
2. Track income by plan type
3. Organize financial reporting
4. Monitor plan profitability

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Plan Details

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Viewing Plan Information

1. Click on any plan in the grid
2. View comprehensive plan details:
   • Plan Information: Name, description, pricing
   • Configuration: Billing frequency, usage limits
   • Sports: Associated activities
   • Statistics: Member count and revenue

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Plan Statistics

The plan details page shows:

• Active Memberships: Current subscribers
• Total Revenue: Income from this plan
• Average Revenue: Revenue per member
• Usage Statistics: How the plan is being used

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Managing Plan Memberships

1. View all members subscribed to the plan
2. See membership status and usage
3. Track payment history
4. Monitor plan performance

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Common Tasks

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Setting Up Basic Memberships

1. Create a Monthly plan for regular members
2. Set appropriate pricing for your market
3. Choose Unlimited usage for full access
4. Associate with all relevant sports
5. Set as Active to make it available

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Creating Class Passes

1. Create a One-time plan
2. Set the number of classes included
3. Choose Class as the type
4. Set validity period (e.g., 30 days)
5. Associate with specific sports

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Setting Up Court Time

1. Create One-time or Monthly plans
2. Set usage limits based on hours
3. Choose Court as the type
4. Set appropriate pricing per hour
5. Associate with court sports

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Creating Premium Tiers

1. Create multiple plans with different features
2. Use higher pricing for premium plans
3. Include additional benefits or services
4. Set different usage limits
5. Market to different member segments

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Tips & Best Practices

• Clear Naming: Use descriptive names that members understand
• Pricing Strategy: Research local market rates for competitive pricing
• Usage Limits: Set realistic limits based on facility capacity
• Validity Periods: Don’t make plans too restrictive
• Sports Association: Only include relevant sports for each plan
• Regular Review: Monitor plan performance and adjust as needed

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Troubleshooting

Issue: Cannot create plan Solution: Ensure all required fields are filled and the club is selected Issue: Plan not showing in member signup Solution: Check that the plan is set to Active status Issue: Usage limits not working Solution: Verify that Max Uses is set and members are using the correct plan Issue: Billing frequency not updating Solution: Check that the plan doesn’t have active memberships before changing frequency Issue: Revenue not tracking correctly Solution: Verify that the Revenue Account is properly assigned Issue: Plan not appearing in reports Solution: Ensure the plan is active and has been used by members