SOP: Creating a One-Time Drop-In Option
Objective: To set up a one-time drop-in option for people who wish to access specific classes without a long-term commitment.
Key Steps:
Access the membership setup screen.
Click on the "Create One-Time Drop-In" button.
Name the drop-in plan.
Select the available tracks for the drop-in to choose from.
Choose the classroom associated with the selected tracks.
Save the template.
Add a payment plan by clicking on the "Add Payment Plan" button.
Enter basic information, set the drop-in price, and select tax (if applicable).
Save the payment plan.
Use the QR code or URL link provided to share with drop-ins for sign-up.
Cautionary Notes:
Ensure that the tracks and classrooms selected align with the drop-in plan to avoid confusion for members.
Double-check the payment plan details to ensure accuracy before saving.
Tips for Efficiency:
Utilize the QR code or URL link to easily share the drop-in option with members.
Consider creating a dedicated section on your website for drop-in sign-ups to streamline the process for both members and staff.
Link to Loom