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4. Billing Membership Plans

Creating Memberships Plans in Fit Pro Tracker

Written by Sofia Zúñiga Vega

The 3rd step in setting up your Billing in Fit Pro Tracker is creating membership plans. Please see the article and video below to help you out.

Once you complete the membership categories, you will be able to start to create membership plans in Fit Pro Tracker.

Creating a Membership Plan

  1. To create a membership plan, you will first need to click on the Membership Billing tab on the left side of Fit Pro Tracker.

  2. Click Memberships under it.

  3. Click on the "Add membership" tab on the upper right side.

You will be asked to fill out the following:


​A. Membership Information

  1. Category Name- Select the Category you created before, where you'd like the membership to be under.

  2. Name - This will be used on the client's invoices. Remember, only letters and numbers can be used to name the Plan.

  3. Code - You can leave this blank if not applicable.

  4. You can choose a color for easier navigation.

  5. You may opt to have the membership on Auto Renew

  6. You may also opt to have discounts.

    B. Billing Details

  7. Revenue Type
    Choosing to turn on the revenue type button is usually for your recurring membership. Turning it off is usually for one-time payment memberships such as trials.

  8. You may choose its billing period to be weekly, monthly, quarterly, or annually depending on the membership.

  9. Revenue Category
    You may choose this membership to be a member, paid in full, challenge, or add-on service

  10. Groups
    You may choose to assign which groups the contact will be placed in once they subscribe to this membership.
    ​
    ​Important: Automatic contact group change — the rules

    All four must be true, or nothing happens

    1. The membership has a Group set.

    2. It is the contact's primary membership.

    3. The membership is active (not cancelled, not expired).

    4. The new group is higher than the contact's current group. Order: Members > Trials > Prospects > Leads > Past Members / Archive / Staff.

    If any rule fails, the contact is not moved

    When it happens:

    • Membership starts today → right away.

    • Membership starts later → overnight at 2:00 AM local time, the night it starts.

    There is only one attempt. If the rules were not met that night, it never tries again, and the group has to be changed by hand.

    Pro tip: If you enable the Revenue Type button, the contact with this membership will show under the Active Members Report, and if you disable it, the membership will show under the Trials Report.

11. Determine the length and the installment amount of the membership.

Pro tip: If you set the membership to auto-renew, you can select 1 as the length for any recurring membership, but if the auto-renew toggle is off, you would need to have 2 or more installments.

12. Installment Amount - The price of the membership that the client will be charged per billing cycle.

13. You may also add extra charges (Signup fee and maintenance fee, others) that will only be charged to the client once on the first payment along with the membership price.

14. You may also add tax to it (Retail tax, Government tax, Sales Tax)

C. Credit Settings

This part is only applicable if you configure the membership as limited or for memberships that are paid one-time, such as trials; if not, you can skip this step.

Note: If you are creating a limited membership, you may refer to this article https://help.fitprotracker.com/en/articles/6720412-session-credits-and-rules to properly set up the Credit Setting tab if you turn the Limited toggle on.

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