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How to create a limited usage-based rolling plan [auto-refilling]: A step-by-step guide
How to create a limited usage-based rolling plan [auto-refilling]: A step-by-step guide
Updated over a week ago

What is a Limited Usage-Based Rolling Plan?

  • A plan that gives clients a set number of classes for a specific time period (like monthly or weekly)

  • It auto-renews when all classes are used

  • Clients pay regularly to keep access to classes

  • This type of plan is also known as a refreshing or auto refilling plan

How to set up a Limited Usage-Based Rolling Plan

Step 1: Plan Basics

  1. Name your plan (e.g., "Limited 5 Pack Rolling Plan")

  2. Describe what it includes

  3. Choose if it's for in-person classes, livestream, or both

  4. Decide when the plan starts (purchase date or first visit)

  5. Select the plan's first payment date

  6. Choose if it's available online and who can buy it
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Step 2: Plan Details

  1. Set how many classes clients get

  2. Decide how much they pay each time it refills

  3. Choose if passes expire (and when)

  4. Set it to auto-refill when all passes are used

Step 3: Extra Features

  1. Add member discounts if you want

  2. List any perks or benefits

  3. Add guest passes if offered

  4. Include video-on-demand access if available

  5. Set any fees (like cancellation fees)

  6. Attach any policies or contracts

Step 4: Class Selection

  1. Pick which classes the plan can be used for

  2. You can choose classes at one or more locations

FAQ

When are clients charged for their Limit Usage Rolling (Refreshing) plan?

Clients are charged when they book their last class, not when they attend it

What happens if a clients passes expire on their Limited Usage Rolling plan?

If passes expire, the plan cancels automatically

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