Step 1: Add a new plan for your staff
In our example we are creating a $0 plan for our staff. Follow these steps to create a new plan that will allow your staff to book classes:
From the main navigation menu select Plan Management
Choose Add New Plan
Select Class Plans
Specify the plan details like which classes are covered and when the membership starts.
Consider your $0 payroll setting, and either enter a price for the plan if you are going to discount it 100% at checkout or enter $0
Decide if this plan should be available online and who can buy it. Since it's just for staff, you might not want regular members to access it
Make sure it covers all the classes your studio offers
Save
Step 2: Sell the plan to your staff
If you have not already, you will need to create a client profile for your staff member before selling the plan. Recurring plans, even if they are priced at $0, require a credit card to be stored when purchasing.
Select Buy
Bring up your staff member’s client profile in checkout
Discount the plan if you’d like (Remember, plans discounted 100% at checkout are always counted toward bonus headcount on payroll)
Add a card to store on file (Recurring plans require a credit card)
Save the sale to complete
Payroll Considerations and $0 Plans
Before you go ahead and create a plan that's priced at $0, it's important to think about how it might affect your Payroll settings. Remember, plans or drop-ins sold with 100% discount added at checkout are not considered $0 plans and will always count towards headcount. By considering these points, you can ensure that your payroll calculations are accurate and avoid any unexpected issues down the line.
Check your Payroll settings regarding plans and drop-ins that are priced at $0. This setting determines whether $0 plans are counted towards your payroll headcount calculations or not.
If your Payroll setting states that plans priced at $0 do count towards payroll, then creating a $0 plan will count towards your bonus headcount.
However, if your setting indicates that plans priced at $0 don't count towards payroll, then creating a $0 plan won't affect your bonus payroll count.
If you want the $0 plan to count towards your bonus payroll count but not other $0 plans, you have an option. You can set a price for the plan and then apply a 100% discount at checkout. This way, the plan will count towards your bonus payroll count while still being available at no cost to your staff.