In this SimpleGym support article we'll cover:
- Creating A Membership Plan
- How to Create a Membership Plan in SimpleGym
- Your Membership Plan Configuration Options in SimpleGym.
- How to Set Up a Family or Group Membership Plan.
- Option 1: Additional Family Members Are Free
- Option 2: Additional Family Members Pay Discounted Rate
Background:
Instead of manually entering your member’s credit card charges each time they’re charged, SimpleGym enables you to automate payments, by assigning your gym's members to a ‘Membership Plan’. The Membership Plans specify how much a customer is charged, how often they are charged, and how long to continue charging them. Many gyms have a few different Membership Plans that they offer customers, for instance a monthly plan, an annual plan, a sibling discount plan and even promotional plans for new customers, which is what we’ve created in the video demo above.
How to Create and Setup a Membership Plan:
Learn how to create and set up a membership plan in SimpleGym.
Steps:
To set up a membership plan for your gym, first…
Navigate To The Membership Plan Page
Log in to your SimpleGym Account.
Click ‘Plans’
Then Click ‘Create New Plan’
Plan Name: Type in a Plan Name. (e.g. “2 Week Trial Plan”).
Note: The Plan name will be visible to customers, so make it something suitable and easily identifiable.
Price: Type in the price.
- Note: This is the amount that the member's credit or debit card will be charged each time the are billed. So, if it’s a monthly plan, you’d put the monthly price. (E.g. a $99 per month plan, should list $99.00 for the price.)
Repeats Every: Select how often a Member assigned to this plan will be billed. A few examples...
If you are creating a monthly plan, select "Monthly",
For an annual plan, select "Year".
Runs # Of Times: Enter the total number of times a member will be billed under this plan. A few examples...
For a 12 month plan that bills monthly, enter "12".
For an annual plan that bills only once per year, enter "1".
For a 7 day promotional plan, that bills once per day, enter "7".
Auto-Renew: Select whether the Membership Plan will auto-renew, and therefore continue indefinitely until you manually cancel it, or whether you want the gym member to agree to a new Membership Plan at the end of this plan.
Save: Click save.
Now that you have created a membership plan, you can assign new and existing gym members to that plan, and the member(s) will automatically be billed according to the membership plan you’ve assigned to them.
How To Setup A Family or Group Membership Plan:
Learn how to set up a family, group, or sibling membership plan in SimpleGym.
Background:
Many gyms offer group plans. Depending on the gym, these can be offered to families, siblings, spouses, companies, or other groups. Typically they are setup in one of two ways:
- Additional Group Members are Free: The primary gym member is billed at a higher 'Family / Group' rate, and the other family / group members of the gym attend for free, or
- Additional Group Members are Discounted: The primary gym member attends at the regular rate, and other family / group members attend at a discounted rate.
In either case, accommodating these two arrangements is relatively straightforward in SimpleGym. Let's look at the steps to accomplish each.
Option 1: Additional Group Members are Free
An Additional Group Members Are Free Family (or Group) Membership Plan is setup with; (1) a primary member who pays a membership rate that is typically higher than an individual membership rate, and (2) each additional family member who joins pays no additional amount each month. That is, only one member of the family is billed, and pays the entire family (or group) membership rate. The steps below walk you through how to create this type of Family Plan...
To set up an Additional Group Members are Free membership arrangement for your gym, we will need to create a membership plan for the Primary Member, and a second Membership plan for the additional family (or group) members.
Step 1: Create Primary Group Member Plan
Navigate To The Membership Plan Page
Log in to your SimpleGym Account.
Click ‘Plans’
Then Click ‘Create New Plan’
Plan Name: Type in a Primary Gym Member Plan Name. (e.g. “Family Plan - Primary”).
Note: The Plan name will be visible to customers, so make it something suitable and easily identifiable.
Price: Type in the price.
- Note: This is the amount that the primary member's credit or debit card will be charged each time the are billed. So, if it’s a monthly plan, you’d put the monthly price. (E.g. a $99 per month plan, should list $99.00 for the price.) Be aware, that this price will be for the entire group / family membership. So, if a group / family membership at your gym costs $250 per month then enter $250.00.
Repeats Every: Select how often a Member assigned to this plan will be billed. For example, if you are creating a monthly plan, select "Monthly", for an annual plan, select "Year".
Runs # Of Times: Enter the total number of times a member will be billed under this plan. For example, for a 12 month plan that bills monthly, enter "12". For an annual plan that bills only once per year, enter "1". For a 7 day promotional plan, that bills once per day, enter "7".
Auto-Renew: Select whether the Membership Plan will auto-renew, and therefore continue indefinitely until you manually cancel it, or whether you want the gym member to agree to a new Membership Plan at the end of this plan.
Save: Click save.
Step 2: Create Additional Group Member Plan
Navigate To The Membership Plan Page
Log in to your SimpleGym Account.
Click ‘Plans’
Then Click ‘Create New Plan’
Plan Name: Type in an Additional Gym Member Plan Name. (e.g. “Family Plan - Secondary”).
Note: The Plan name will be visible to customers, so make it something suitable and easily identifiable.
Price: Type in the price.
- Note: This is the amount that the additional member(s) credit or debit card will be charged each time the are billed. So, as additional family members are not charged under this Additional Group Members Are Free setup, you'd enter $0.00
Repeats Every: Select how often a Member assigned to this plan will be billed. For example, if you are creating a monthly plan, select "Monthly", for an annual plan, select "Year".
Note: Typically this should match the Primary Member Plan settings.
Runs # Of Times: Enter the total number of times a member will be billed under this plan. For example, for a 12 month plan that bills monthly, enter "12". For an annual plan that bills only once per year, enter "1". For a 7 day promotional plan, that bills once per day, enter "7".
Note: Typically this should match the Primary Member Plan settings.
Auto-Renew: Select whether the Membership Plan will auto-renew, and therefore continue indefinitely until you manually cancel it, or whether you want the gym member to agree to a new Membership Plan at the end of this plan.
Note: Typically this should match the Primary Member Plan settings.
Save: Click save.
Then, whenever setting up a new family, simply assign the primary family member to the Primary Gym Member Plan, and any additional members to the Secondary Gym Member Plan. The Primary family member will be billed the full amount of the family plan, whereas the additional group members will be billed $0.
Option 2: Additional Group Members Are Discounted
An Additional Group Members Are Discounted Family (or Group) Membership Plan is setup with; (1) a primary member who pays a membership rate that is typically higher than an individual membership rate, and (2) each additional family member who joins pays a discounted rate each month. That is, each member of the family is billed. The steps below walk you through how to create this type of Family Plan...
To set up a Additional Group Members are Discounted membership arrangement for your gym, we will need to create a membership plan for the Primary Member, and a second Membership plan for the additional family (or group) members.
Step 1: Create Primary Group Member Plan
Navigate To The Membership Plan Page
Log in to your SimpleGym Account.
Click ‘Plans’
Then Click ‘Create New Plan’
Plan Name: Type in a Primary Gym Member Plan Name. (e.g. “Family Plan - Primary”).
Note: The Plan name will be visible to customers, so make it something suitable and easily identifiable.
Price: Type in the price.
- Note: This is the amount that the primary member's credit or debit card will be charged each time the are billed. So, if it’s a monthly plan, you’d put the monthly price. (E.g. a $99 per month plan, should list $99.00 for the price.)
- Note: This price will be for the primary member on a group membership.
Repeats Every: Select how often a Member assigned to this plan will be billed. For example, if you are creating a monthly plan, select "Monthly", for an annual plan, select "Year".
Runs # Of Times: Enter the total number of times a member will be billed under this plan. For example, for a 12 month plan that bills monthly, enter "12". For an annual plan that bills only once per year, enter "1". For a 7 day promotional plan, that bills once per day, enter "7".
Auto-Renew: Select whether the Membership Plan will auto-renew, and therefore continue indefinitely until you manually cancel it, or whether you want the gym member to agree to a new Membership Plan at the end of this plan.
Save: Click save.
Step 2: Create Additional Group Member Plan
Navigate To The Membership Plan Page
Log in to your SimpleGym Account.
Click ‘Plans’
Then Click ‘Create New Plan’
Plan Name: Type in a Secondary Gym Member Plan Name. (e.g. “Family Plan - Secondary”).
Note: The Plan name will be visible to customers, so make it something suitable and easily identifiable.
Price: Type in the price.
- Note: This is the amount that the secondary member's credit or debit card will be charged each time the are billed. So, as typically additional family members are charged a discounted rate under this Additional Group Members Are Discounted setup, you'd enter some lesser amount than you entered on the on the Primary Gym Member Plan (e.g. if your Family - Primary Gym Member Plan is set at $99.00 per month, the Family - Secondary Gym Member Plan might be set at $49.00 per month.
Repeats Every: Select how often a Member assigned to this plan will be billed. For example, if you are creating a monthly plan, select "Monthly", for an annual plan, select "Year".
Note: Typically this should match the Primary Member Plan settings.
Runs # Of Times: Enter the total number of times a member will be billed under this plan. For example, for a 12 month plan that bills monthly, enter "12". For an annual plan that bills only once per year, enter "1". For a 7 day promotional plan, that bills once per day, enter "7".
Note: Typically this should match the Primary Member Plan settings.
Auto-Renew: Select whether the Membership Plan will auto-renew, and therefore continue indefinitely until you manually cancel it, or whether you want the gym member to agree to a new Membership Plan at the end of this plan.
Note: Typically this should match the Primary Member Plan settings.
Save: Click save.
Then, whenever setting up a new group, simply assign the primary group member to the Primary Gym Member Plan, and any additional members to the Secondary Gym Member Plan. The Primary family member will be billed whatever you set the amount in the Group - Primary Member Plan, whereas the additional family members will be billed at the discounted Group - Secondary Member Plan amount.