Internal Training Day 5
Helen Kang
Created on July 11, 2024
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Transcript
Mariana Tek TrainingSession 5
Credits & Memberships
go!
Agenda
Credit Packages
Class packs
Memberships
Recurring or non-recurring
Guest Usages
In credit packages vs memberships
Relevant Reports
Helpful reports
Credit Packages
Keep your eyes on the training screen!
10:00
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Complete and submit your Sandbox task in the Training Guide
Memberships
Keep your eyes on the training screen!
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Recurring membership renewals start at 12:05 am local time and continue until all memberships set to renew that day have been processed.
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Some memberships' first intervals are up to a day longer than the interval is configured.
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Memberships can be used to book into the next payment interval before their payment date AS LONG as they have another payment/renewal coming up.
15:00
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Complete and submit your Sandbox task in the Training Guide
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0 Usage memberships can be created!
Guest Usages
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Guest usages for credit packages and memberships do not work the same.
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If you change a Membership Type from "Members Only" to "Members and Guests," you must immediately edit the Membership Contract(s) to specify the number of guest usages per payment interval as it will default to Unlimited.
Keep your eyes on the training screen!
Relevant Reports
05:00
+ info
Complete and submit your Sandbox task in the Training Guide
1. Create a credit type and add that to a new credit package. Upload a screenshot of the credit package you created.
Sandbox Task
1. Navigate to the Membership Recurring Fees Forecast - Details report2. Filter for the Monthly Membership at the Santa Monica location.Upload the exported data in the Training Guide.
Sandbox Task
- Membership Details
- Membership Recurring Fees Forecast - Details
- Outstanding Credits
- Credit Deferred Revenue
- Expiring Intro Offers
- Intro Offer Conversion
For example, the current cycle for my membership runs from 12/10/22 - 1/10/23. I can book into a class for 1/25 since my membership is renewing indefinitely.
1. Create a pay now, start now membership (Date Purchased Start)2. Create a pay now, start later membership (Bill on Purchase + First Usage Start)3. Create a Deferred Billing Membership (Bill on Start + First Usage Start)Use the same membership type for all three memberships and upload a screenshot of the Date Purchased Start membership.