39 articles
Comp Passes
How to accommodate limited plan sharing with another client
Move Pack or Plan to a Different Client
Reporting on Guest Bookings
Using Cash as a Payment Method for a Recurring Plan
All About Pausing Plans
Transfer a Plan or Enrollment to Another Client
Plan Timeline
Plan Change
Canceling Plans
Plan Usage Overview
Edit a Non-Recurring Plan's Expiration Date
All About Plan Cancelations
Use an Account Balance as a Payment Method for a Recurring Plan
Apply a Discount to All Payments in a Recurring Plan
Unpause a Plan
How can I check if a client has multiple recurring active plans?
Create a New Plan and Intro Offer
About Plans that Auto Refresh Refill, Usage-Based Rolling Plans
Create Unlimited and Limited Plans
How much time does a client have to use their pack or limited plan when it starts on first visit or has a future start date?
How to create a class pack: A step-by-step guide
How to create a limited usage-based rolling plan [auto-refilling]: A step-by-step guide
Introductory Discounts on Autopay Plans
Plan Start and Payment Dates
Configuring Plan Payment and Start Date Settings for Pre-sales
Guest Passes FAQ
What Makes a Client Eligible for an Intro Offer?
When are recurring plan payments processed?
When a promo code or discount is applied at checkout to an auto renewing plan what price will the plan auto renew at?
Why does my client's limited plan or bundle say they have 0 sessions when they haven't used the plan yet?
How can I create a plan that has a specific start and end date?
How do I correct plan payment dates to account for a missed pause?
Why did my client purchase an additional plan when they already have one?