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
To create a membership plan you will first need to click on the membership Billing tab on the left side of Fit Pro Tracker.
Click Memberships under it.
Click on the "Add membership" tab on the upper right side.
You will be asked to fill out the following:
βA. Membership Information
Category Name- Select the Category you created before, where you'd like the membership to be under.
Name - This will be used on the client's invoices. Remember, only letters and numbers can be used to name the Plan.
Code - You can leave this blank if not applicable.
You can choose a color for easier navigation.
You may opt to have the membership on Auto Renew
You may also opt to have discounts.
B. Billing Details
Revenue Type
Choosing to turn on your EFT button is usually for your recurring membership. Turning it off usually for one-time payment memberships such as trials.You may choose its bill period to be weekly, monthly, quarterly, or annually depending on the membership.
Revenue Category
You may choose this membership to be a member, paid in full, challenge, or add-on services)Groups
You may choose to assign which groups the contact will be placed in once they subscribe to this membership.
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βImportant: Contacts may be moved from leads to prospects to trials to members but once they are already in the members' group, they cannot be moved to another group regardless of what is indicated in the membership.Pro tip: If you enable the EFT option it will show under the Active Memberships Report and if you disable it the membership will show under the Active 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 those 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.