Create membership plans and packs

A plan is anything a member can buy from you: a monthly membership, a 10-class pack, a drop-in or a free trial. The plan sets the price, how it is billed, how members can leave or pause it, and which bookings it covers. Plans live under Products → Plans.

#Plan types

#Start from a template

1. Open Products → Plans.
2. Click Start from a template and pick one: Unlimited, Off-peak, 10-class pack, PT 5-pack, Drop-in or 7-day trial.
3. The editor opens with the template filled in for your country and currency. Check the details and click Create plan.

A template that covers selected services, such as the PT pack, starts as a draft until you pick the services.

#Create a plan from scratch

1. On Products → Plans, click New plan.
2. Under Basics, enter a name, pick the Type and choose who it is Shown to:
   • Everyone (online and at the desk)
   • Staff only (desk sales)
   • Nobody (keeps existing members)
3. Under Price and billing, set the Price, an optional Joining fee and VAT %. Prices include VAT. For a membership, set Billed every and the Billing day. For a pack or prepaid term, set Valid for (days).
4. Fill in the other sections (below) and click Create plan.

#Commitment and cancellation

#Pauses

Tick Members can pause this plan to allow freezes. Set the Shortest (days) and Longest (days) pause, Pauses a year and an optional Fee per month. A pause extends the commitment moves the commitment end by the paused days. Members can pause it themselves lets members pause from My memberships; otherwise only staff can.

Billing stops while a membership is paused and moves forward by the length of the pause.

#What's included

Under Services, choose All services, Selected services or No services (access only). Then pick How bookings are covered:

Discount on other services % gives members a discount on services the plan does not cover. Add personal training adds your trainer lessons to the covered services. Members can book ahead (days) gives members a longer or shorter booking window than your Business default.

When a member books a covered service, Nola applies the plan automatically: an included booking or a credit makes it free, a discount lowers the price. If a member has more than one plan, an included plan is used before credits, and credits before a discount. Cancelling a booking in time gives the credit back.

#Who can buy it

Set a Minimum age, Maximum age and People covered for family plans. Tick Only once per client (intro offer) for trials. Sold online shows the plan on your booking page when it is visible to everyone; Sold at the desk offers it in Sell a plan.

#Change a plan

Click a plan to edit it. Changes apply to new sales. Current members keep the terms they signed up with.

To raise or lower the price for current members:

1. Open the plan's menu and click Change price for members.
2. Enter the New price and the date it applies From. The date must be at least 30 days ahead, or the plan's notice period if that is longer.
3. Click Send notice. Everyone on the plan gets a notice now. The new price applies from the first period that starts on or after the date.

Members who cancelled keep their old price until they leave.

Use Archive to stop selling a plan without affecting current members, and Put on sale to sell it again. Show archived plans lists them.

#Moving from Memberships and Passes

If you used the older Memberships and Passes pages, they show Memberships and passes have moved to Plans. Click Move them now to turn each membership and pass into a plan and each subscriber or issued pass into a member, with visits left and discounts kept. You can run it more than once; nothing is moved twice.

#Related

• Sell plans and manage members
• Member documents and failed payments
• Take online payments
• Booking rules