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

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 initial scheduled payment is configured. This is a critical step when setting up a Scheduled Payment, as it determines both the amount and date of the first transaction. Properly configuring this section ensures the member is billed correctly from the start of their subscription or service.

Several options are available when setting the first payment date:

• At Time of Join (Collected at Join): Charges the member immediately during the enrollment process.
• Relative to Sign Up: Schedules the first payment a specified number of days, weeks, or months after the member's join date.
• Specific Day of the Month: Schedules the first payment on a designated day of the month.
• Specific Day and Year: Allows the first payment to occur on a specific calendar date.

Select the option that best aligns with your billing requirements to ensure the member's first payment is collected as intended.

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 recurring charges that occur based on a defined frequency, such as weekly, bi-weekly, monthly, or annually. Annual Fees, while they may also recur each year, are designed as separate yearly charges and should not be confused with Scheduled Payments. Understanding the distinction between these two billing methods is important to ensure members are billed correctly and to avoid confusion regarding payment schedules.

The How Often section displays the frequency at which the Scheduled Payment will occur. If an end date has been configured for the Scheduled Payment, that date will also be displayed within this section as the End Date, providing a clear indication of when the recurring charges will stop generating.

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