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🧐 What is "Adding a Membership, Pack, or Plan Manually" and How Does It Benefit You?
The function of adding a membership, pack, or plan manually allows you to register purchases made in person or integrate existing clients whose data is not yet registered on the platform. This is especially useful for synchronizing physical sales records with the digital platform, ensuring that all clients and their access are centralized in one system. This way, you can efficiently manage all memberships, control access, and keep better track of your clients in your gym or studio.
🔹 Step-by-Step Guide
1️⃣ Go to the Contacts Section
Log in to your account and click on Contacts in the left sidebar.
2️⃣ Select the Client
Once in the My Contacts section, search for the client to whom you want to add a plan.
Click on the client’s name to open their profile.
3️⃣ Add a New Plan
Inside the client’s profile, click on Memberships and then +New.
A list of available plans will appear. Select the plan you want to assign to the client.
4️⃣ Edit the Plan Details
If desired, you can edit the plan details, including:
Apply a discount code (if available) by clicking the pencil icon next to the plan name once it has been added to the cart.
You can also change the seller and/or the price if needed.
5️⃣ Register the Payment Method
In this section, you can choose how to register the payment for the plan:
Credit/Debit Card: If you select this option, you must enter the card details to process the payment through the platform (Stripe).
Any Method Except Card or Free: If you select this option, the payment will not be processed through the platform. An invoice will be generated as income in the reports, but it is assumed that the payment was received through your own methods.
Free: If you choose this option, no income will be reflected in the reports, and nothing will be charged to your clients.
6️⃣ Complete the Payment Process
If you selected Credit/Debit Card, enter the card details and click Pay Now.
Once the payment is completed, the plan will be automatically activated in the client’s account.
🎥 Would you like to see a video?
🚀 Now your clients can start taking advantage of the plan!
⚠️ Important Information
If you activate a recurring membership manually with a payment method other than a card, an invoice will be generated monthly with the status "Unpaid". To allow your client to use their plan, you will need to enter their profile each month to register the payment.
❓ FAQs:
Can I edit the start date of the membership?
No, that option is currently not available.
What if my client pays for the membership in advance?
This is not currently recommended as there is no 100% effective way to handle it. However, you can contact customer service for guidance, as the resolution may vary depending on the membership type and payment circumstances.