Adding Recurring Training & Punchcards to Memberships
Adding Scheduled Payments to a Membership
First Payment Section
Scheduled Payments vs. Annual Fees
Double-Charging Awareness
Introduction to Recurring Scheduled Payments
Recurring Scheduled Payments are an essential feature for services requiring regular payments, such as personal training sessions, tanning, massage, smoothie bar access, pickleball courts, towel rentals, and other add-on services. This functionality automates the billing process, ensuring a steady cash flow and reducing administrative tasks. For a comprehensive understanding of manual versus automatic charges and entries for Personal Training/Add-on Service charges, refer to our Knowledge Base article on Recurring Personal Training and Punchcards.
To add these payments, navigate to Home > Memberships
Click the Plus to Start a NEW Membership, or click the pencil on an existing membership to edit it.
Adding Scheduled Payments to a Membership
In the Membership setup, click on SCHEDULE and then ADD SCHEDULED PAYMENT.
Scheduled Payments can be added to a membership to manage different types of recurring fees, including:
- Recurring Fees: Regular payments for ongoing access to services or facilities.
- Add-on Services: Payments for additional services sold in quantities, like punch cards for specific amenities.
- PT Sessions: Payments for regularly scheduled personal training sessions.
First Payment Section
The First Payment section is where the date of the first scheduled payment will be placed and is crucial for setting up the initial charge when adding a Scheduled Payment. It determines the amount and the date of the first transaction. This section ensures that the member is billed correctly from the start of the subscription to their service.
Click SAVE.
Now you have your Recurring Scheduled Payments added to this membership!
Be sure to finish all the Options and Descriptions of the membership before your final save!
Scheduled Payments vs. Annual Fees
Scheduled Payments are regular charges that occur based on a set frequency (e.g., weekly, monthly), while Annual Fees are typically one-time charges that recur yearly. It's important to distinguish between these two to ensure that members are billed correctly and to avoid confusion regarding payment schedules.
Double-Charging Awareness
When setting up Scheduled Payments, be vigilant to prevent double-charging members. Ensure that the Scheduled Payment amount does not overlap with the regular membership payment amount. Regularly review accounts to maintain billing accuracy and member satisfaction.
Conclusion
Recurring Scheduled Payments streamline the process of managing regular transactions for services and memberships. By automating this process, businesses can focus on providing value to their customers while enjoying predictable revenue. Always ensure that payment schedules are clear and that members are not charged more than necessary to maintain trust and retention.