Memberships or session passes can be customized for individual clients. Customizations that you make to a client’s Purchase Option will apply only to that client’s specific Purchase Option. The Purchase Option will be marked as Edited on the client’s Passes & Memberships page so you can track the changes you’ve made. Other Purchase Options of the same type won’t be affected.
We recommend using this functionality sparingly for two reasons:
Clients with customized Purchase Options may speak to others about their experience, leading other clients to ask for customizations to get a better deal.
After a Purchase Option has been edited for an individual client, it will no longer be affected by global setting changes made to the original Purchase Option, unless you choose to apply the changes. For this reason, we recommend that you keep records of any edits you make for individual clients. To learn more about the rules governing Purchase Option modifications, see Modifying a Purchase Option.
Key tips before you begin
Membership settings can’t be modified after the membership has expired.
To maintain accurate accounting, expiration rules for session passes can’t be changed after purchase. To modify them, a new session pass must be created. Similarly, manually adjusting remaining visits is restricted in order to prevent payment, payroll, or revenue reporting errors. To provide extra visits for your clients, we recommend selling them a new session pass with free visits included.
Discount codes that were applied to a membership will no longer be valid if the membership is modified.
If customizations are made in error or need to be removed, you can reset the client’s Purchase Option to remove the changes. You can view all your clients who have edited Purchase Options using the client list.
Items in a package owned by a client can’t be removed from a client’s profile by editing the package. Instead, the items must be canceled or deactivated individually.
When you change the Auto-Renew option for a Purchase Option under the Auto-Renew column on a client’s Passes & Memberships page, the Purchase Option won’t be marked as Edited.
If a client is sent to collections, their Purchase Option can’t be set to auto-renew or auto-convert.
Customize a client’s Purchase Option
To customize a client’s Purchase Option, follow these steps:
On the Top Nav Bar, click the Search
button, enter the client’s information in the box, and click their name to access their client profile.
On the side menu of their client profile, click Account > Passes & Memberships.
In the list, find the Purchase Option you want to modify. You can use the Search option or add filters to easily find it.
Under the Action column of the Purchase Option, click the Action button
and select Edit Purchase Option.
Modify the settings for the session pass, membership, or package.
Click Save for [Client Name].