Edit a Campaign Type

You are now on the Edit campaign type screen.

This section covers the core details that describe your campaign to members and staff.

Name (Required): The display name for this campaign type. This is what members see when browsing memberships.

Short description (Optional): A brief summary (a few sentences) shown alongside the name in lists and cards.

Cover image (Required): Upload an image representing this campaign. Click the image area to open the uploader. The image is cropped to a 4:3 format. Only one image is allowed.

Description (Required): A full, detailed description of the campaign including benefits and features. Use the rich-text editor to format the text.

Contract (Required): Select the legal contract template that members must accept at purchase.

Converts to membership (Optional): Select a regular (recurring) membership type that this campaign automatically converts to after expiry. Select "None" if you do not want automatic conversion.

These settings control how the campaign operates day to day.

Frequency (Required): How often members are charged, e.g. Monthly, Quarterly, Annual or One-time payment.

Product code (Optional): An internal product code for your own records and reporting.

Product SKU (Optional): A stock keeping unit identifier, useful if you track inventory.

Number of seats (Optional): The maximum number of members who can hold this campaign membership at the same time. Leave empty for unlimited.

Accounting number (Optional): The account number used when exporting financial data to your accounting system.

Publicly available (Optional): Turn on to make this campaign visible in your online shop and member portal. Enabled by default.

Has access to door system (Optional): Turn on to let members unlock doors via the access control system. Enabled by default.

Restrict training hours (Optional): Turn on to restrict when members can access the facility. Only available on Premium or Platinum subscriptions.

Allows training at all centres (Optional): Turn on to let members train at any location in your chain, not just the one they signed up at.

Counts towards global limit (Optional): Only shown if your chain has a maximum number of active memberships configured. Turn on to include this campaign when counting against that limit.

Anchor membership renewal to the 1st of the month (Optional): Only shown for certain billing frequencies. Turn on to align all renewals to the first day of each month. May be locked if set at centre level.

Restrict lock access (Optional): Turn on to restrict which doors this membership can open. Only shown if your centre has locks configured.

Lock ID (Conditional): Select one or more locks from the dropdown. Only shown if "Restrict lock access" is enabled. At least one lock is required.

Define when the membership is active and when it expires. The expiry fields are mutually exclusive — you cannot set both a fixed date and a duration.

Membership becomes active on (Optional): The date the membership starts being usable. Leave empty to activate immediately at purchase.

Membership expires on (fixed date) (Optional): A specific calendar date when the membership ends. Only shown if no duration is set.

Duration in months (Optional): Number of months the membership remains valid after activation. Only shown if no fixed expiry date is set.

Duration in days (Optional): Number of days the membership remains valid after activation. Only shown if no fixed expiry date is set.

Control how members book classes with this campaign membership.

Maximum active bookings (Optional): How many upcoming classes a member can be registered for at the same time. Leave empty for unlimited.

Days in advance for bookings (Optional): How many days ahead members can book a class. "7" means up to one week in advance.

Maximum number of bookings (Optional): Total number of classes a member can book within the selected training limit period.

Training limit period (Conditional): The time window for the booking limit, e.g. Monthly or Weekly. Only shown when "Maximum number of bookings" has a value.

Allowed classes (Optional): Select which class types members can book. Leave empty to allow access to all classes.

This section is only shown if Restrict training hours is turned on. It lets you define specific days and times when members can access the facility.

Day of week (Required): Select the day (Monday to Sunday).

Opens (Required): The time the facility opens for this membership on that day (24-hour format).

Closes (Required): The time the facility closes for this membership on that day (24-hour format).

Click Add opening hours to add a new row. Click the red X button to remove a row. If no training hours are entered, the centre's regular opening hours are used.

Welcome email (Required): Select the email template sent to new members when they purchase this campaign. Only templates of the type "Welcome email" are shown.

Note: When editing an existing campaign, the fields Regular price, Tax rate and Available at centres are not shown. Prices are managed separately via the campaign's price list.

Setup fee (Optional): Turn on to charge a one-time fee when a new member purchases this campaign. Enabled by default.

Setup fee amount (Conditional): The one-time fee amount. Only shown when "Setup fee" is turned on. Tax is based on your global chain settings.

Can be purchased from (Required): The first date this campaign becomes available for purchase.

Can be purchased until (Optional): The last date this campaign can be purchased. Leave empty for no end date. Must be later than "Can be purchased from".

Review all sections and click the Save changes button in the bottom right corner. The system validates your entries, updates the campaign record, uploads the cover image and navigates you back. You will see a green "Update successful!" notification.