Adding an Upfront Membership

You might want to set up an upfront membership for those students who are yet to really commit to your dojo or to reward those members who prefer to pay in advance (usually they receive a discount for doing this).  An upfront membership allows you to nominate the upfront amount and set the duration of the membership.

To add a membership, click on the Admin button at the top right of your Clubworx account and select membership plans.

membership-plans-menu

Then click the orange button +New plan.

You will be presented with the screen below.  We’ve gone ahead and filled it in so you can see what an upfront membership looks like.  Here is an explanation of each of the options on this form.

Membership name: Give your membership a name so that you will instantly know what that membership contains.  You will be applying these memberships to your students in the future, so save yourself time by being descriptive at this stage of your set-up.

Membership Category: Categories can be used as prompts for the types of memberships you are creating.  Are they for single members or families?  You set-up your own categories and apply them as appropriate.  They do not affect payments or access associated with a membership, they are just prompts for you.

Plan Type: As this is an upfront membership, we have selected Single up-front payment as the option. Note we will review a recurring payment option in the next section of this guide.

Upfront cost: This is simply the amount you will be charging for this membership.

Class Access: Below is an explanation of each of the options.

Unlimited classes or number of classes – In most cases, as this is a membership and not a class pass example, you will always select Unlimited classes.

To use anytime – By selecting Unlimited classes above, this will be automatically be turned on.

Limit the Type/s of Classes/Appointments Members can attend – This is an advanced option that allows you to block members from checking in for certain types of classes. Please contact Clubworx at support@clubworx.com.au if you would like more information about this feature.  Most of our dojos simply leave it unchecked.

Limit the Styles of Classes Members can attend – This option is really only ever used if you sell multiple martial arts styles at your dojo.  For example, some of our customers offer BJJ, Krav Maga and Muay Thai.  They have memberships which relate to one style, two styles or all styles.  In this instance, you may want to limit people with a BJJ membership to attending BJJ classes.

Payment Receipts: Check this box if you want to email receipts of membership payments to your students.

Expiration/End date: In this instance, we have set the end date for 1 year because the upfront payment relates to a one-year period.  If it was a 3-month membership we would change that to 3 months.  Note: We will describe below how to apply an ongoing membership, but for clarity, you would leave this blank for ongoing memberships whereby payments are collected ongoing.

add-membership-plan-upfront-example