SOP: Creating a One-Time Extra Class Visit Punch Card
Objective:
To allow members to purchase a one-time class visit at their leisure or when their membership limits are maxed out.
Key Steps:
Membership Setup:
Go to the membership setup screen.
Create a punch card with a name and select the track(s) it will have access to (e.g., WOD track).
OPTIONAL: Set an expiration window for the punch card
Set the number of punches to one and save the membership template.
Payment Option Setup:
Add a payment option for the punch card.
Click on the payment plan, give it a name, description, and price.
Add applicable taxes and save.
Store Setup:
Navigate to the store setup under billing.
Click on punch cards and locate the created punch card.
Edit the punch card by setting an inventory (large number) and unchecking the option to hide it in the store.
Save the changes.
Purchase and Use:
When a member's weekly membership limit is maxed out, they can purchase the punch card from the store.
After purchase, the member will have an extra punch available for booking a class.
Cautionary Notes:
Ensure that the punch card is properly set up in the membership and store settings to avoid any issues with purchasing or usage.
Set your punch card to expire after a certain number of days so they can be cleaned up properly
Double-check the pricing and taxes added to the payment option to ensure accuracy.
Tips for Efficiency:
Regularly check the inventory of punch cards to ensure availability for purchase.
Provide clear instructions to members on how to purchase and use the one-time extra class visit punch card to avoid confusion.
Link to Loom