Memberships are a service frequently suggested by clubs. Configuring this type of product in Xplor Gym catalogue offers many possibilities of pricing and access rights. This article explains how to create a membership paid in full, that is to say, paid during the sale.
If the club also offers memberships paid by Direct Debit, please see this article to learn how to create one.
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STEP 1: GO TO THE CATALOGUE |
When connected to Xplor Gym, please click on the drop- down menu, then on “Settings” then “Catalogue”. There you’ll find all products and services once the latter are saved.
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STEP 2: PROVIDE THE MAIN INFORMATION REGARDING THE MEMBERSHIP |
Please click on + New membership, in blue characters at the top left-hand corner. A new membership window opens.
You can now provide the main information regarding the membership:
NAME
Any name will work. You may choose as you will.
GOOD TO KNOW
The name will appear in the invoice and membership contract. If you sell on line, you may distinguish the membership name in the back office from the one indicated in the member area..
DESCRIPTION
The description will be viewable on the membership contract. If you need to make it viewable on the invoice, tell your onboarding or support manager.
If you sell online, you may distinguish the membership name indicated in the back office from the name indicated in the member area.
PRODUCT CODE
If your chart of accounts has not been configured yet in the application (please ask your Xplor Gym interlocutor), please do not do fill this field. Once the membership is saved, a code will automatically be created. It will enable to retrieve the accounting line in the future chart of accounts, if necessary.
If the accounting configuration doesn’t apply to you, please leave this field out. If it does, please follow instructions by Resamania to complete it.
KEYWORD
The keyword is essential to the application. It may be encountered in the catalogue, as well as in other modules such as booking rights, access control and communication. The keyword grants booking and access rights to a member.
Implementing three keywords when configuring a membership is the best possible way:
- One keyword corresponding to booking. With it, a membership granting access to yoga classes can be distinguish from a membership granting access to Pilates classes. Or else, a membership granting access to three activities a week can be distinguish from another granting unlimited access.
- One keyword corresponding to access control
- One keyword corresponding to communication
PERIOD
Please indicate here how long the membership will be valid.
CONTRACT TEMPLATE
Once the contract templates have been configured with your Xplor Gym interlocutor, you will be able to find them here and configure them according to each particular membership. They will be available and completed after each membership sale.
GOOD TO KNOW
It's possible to configure a contract template for the principal membership or for the membership price.
CHANGE IN PRODUCT-RELATED STATE
You may decide here whether or not the client will become a member when selling the membership, or whether s/he will remain a prospect (it mostly concerns test sessions as memberships are rarely concerned by clients not shifting to a member status).
STATISTICS
If you do not want the membership you have created to be viewed in the statistics of the dashboard, please tick the box "Ignore this membership in the statistics of the dashboard". In this case, the membership will not be considered in the stats of the dashboard but will stay in the dead lists (the indicators of the dashboard concerned are the indicators of the memberships coming to the end and the cancellations).
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STEP 3: CONFIGURE THE MEMBERSHIP PRICES |
IMPORTANT
Here follows the example of a payment in full. Memberships paid by Direct Debit require to make different decisions. To learn about them, please click HERE.
After filling the fields in the Membership tab, please click on the Price tab, then on + Add a payment offer. Please choose the Payment in full mode.
The next step is renaming the price. it is important so as to avoid multiplying membership offers. Then, please determine the including all taxes offer rate and the VAT. By default, the VAT is equal to 20 percent but different rates are available.
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STEP 4: IF NEEDED, ADD OPTIONS TO THE PRICE |
Still in the Price tab of the membership, various information and restrictions are available when clicking on the three small dots. You may, if you wish, add manifold features, information and restrictions to the price.
Price options
Add booking fees: they are automatically added when adding the product to the cart. They can be discounted during the sale.
Add a contract template: you can add one template for each rate. If the template has been added to the product, the contract template of the rate has priority.
Add seller’s instructions: during the sale, the seller will be provided instructions needing to be confirmed so as to be able to add the product to the cart.
Add a purchase limit: the member can’t purchase more specimens of a product than the indicated number.
Add a suspension quota: the member won’t be able to suspend his/her membership for more than a certain number of days decided by the suspension quota. To learn more about suspending memberships, please read this article.
Price restrictions
Restrict by club: you can decide to only sell to one or several specific clubs.
Restrict by user role: for example, only users being administrators will be allowed to sell this rate.
Restrict by channel: you can make a rate available only from the club reception, kiosk or member area.
Restrict by members’ keywords: you can decide not to sell a membership to people designated by a specific keyword.
Restrict by debt: you can decide not to sell to someone already in debt.
Restrict by period of validity: during the sale, the price will only be viewable in the catalogue during a given time period.
Restrict by start day: the membership price will only be sold if starting during a given time period indicated when added this option.
Restrict by sale day: the price will only be viewable during the time period indicated when adding this option.
Remove the offer: if the price offer no longer exists, you may delete it.
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STEP 5: CONFIRM THE MEMBERSHIP |
Once the membership features are confirmed, please click on Save.
How to highlight your product in the sales funnel?
If you tick the star, you can highlight your product in the sales funnel and it will come first in its product category when you make the sale:
In the sales funnel, the offer is highlighted like this:
The membership is now confirmed.
You may now find it in the membership list suggested during a sale as well as in the catalogue.
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