We are excited to bring you a game-changing feature of Fit Pro Tracker. If you are using Fit Pro Tracker for both CRM and Billing, you can now take advantage of the new feature, which allows you to offer limited memberships using credit sessions and rules. Check out the video below to learn more.
Important Note: When using the Session Rules and Credits feature it's important to make sure that we have the Enforce Billing for Session Registration Enabled.
Session Credits allow you to create a membership with limited membership by means of credits.
Session Rules allow you to accommodate both limited and unlimited membership in a session/class.
The first thing you need to do is contact our Support Team to request that this feature be enabled on your Fit Pro Tracker and provide the names of users who should have access to this so they can turn it on for them
Important Note: When using the Session Rules and Credits feature, it's important to make sure that we have Enforce Billing for Session Registration Enabled.
How to create Limited Membership
On your left menu, select Membership Billing and then click Memberships. Click Add New Membership button. The process is similar, except on the 3rd tab.
Here, you will be prompted with these three (3) tabs on the upper part of the screen: Membership Information Tab, Billing Details Tab, and Credit Settings Tab.
For more information and to properly set up the Membership Information and Billing Details tabs, kindly refer to this documentation.
Credit Settings Tab
In this tab, you will be asked to fill out the following information under Credit Configuration if you turn the Limited toggle on:
Credits to Grant - the number of credits to be issued each period
Days to Expire - the number of days before issued credits expire
Frequency of New Credits - the frequency, in days, at which new credits will be issued
Initial Credits - the number of credits to be issued immediately
Summary - it will display the outline of your credit configuration
Initial credits can be used even if the membership is scheduled for a future date. It is a one-time use only. Initial credits ensure that clients receive session credits that they can use as soon as the subscription is added to their accounts.
How to add Limited Membership
Adding a Limited Membership will follow the same process as adding any other membership to a contact.
On the Summary page, before you confirm the membership terms. You'll see the Session Credit information.
On the Sessions tab in the contact profile, there is a new tab for Session Credit Report. This tab will display the contact's available credit, expired credit, and used credit. There is also a history of Session Credits issued. A button to export to Excel in case you need to save a copy.
Session Credits will allow you to offer Limited membership to clients