This article describes all General Information Settings and Advanced Settings available when you're creating or modifying a membership.

General Information Settings

Below are all the general information settings available when creating or modifying a membership.

Caution: If you include the words Virtual, Video and/or On Demand in the MEMBERSHIP NAME or DESCRIPTION, the Purchase Option won't be displayed in the store or while a client is booking a service on the Achieve Client App or the Achieve White Label Client App on any iOS devices.

Setting	Description
Purchase Option Service Category	The services that can be booked with the Purchase Options. The options are: Appointments – Appointments are generally one-on-one services, such as personal training sessions, but can include multiple clients. Classes/Events – Classes are a series of sessions. Unlike events, clients aren’t expected to attend every session in the series. Events, on the other hand, are a self-contained series of sessions. Assets – Book-a-Spot assets are physical objects or spaces. Gym visits – Gym Visits are a type of service that allows access to a gym or studio. FitVID Videos – FitVID on Demand is a type of service that allows you to upload and store videos on WellnessLiving. Account tab – Account tabs add a monetary value to a client’s account balance based on a predetermined amount and can be configured to be a one-time purchase or to auto-renew after a specified duration.
MEMBERSHIP NAME	The name of the membership. The name is viewable by your clients, so it should be both descriptive and brief. This field is required.
UPLOAD IMAGE	Click to upload an image to represent the membership in the store and on client profiles after the purchase.
DESCRIPTION	A description of the membership. This is viewable by your clients, so it should be both descriptive and creative, but brief. This is not a required field, but it is highly recommended.
ACTIVATE ITEM	Click this button to activate or deactivate the membership, or to set a deactivation date for the membership. When this option is set to ON, the membership is activated and available for purchase. When this option is set to OFF, the membership is deactivated and is unavailable for purchase. When this option is set to OFF, the following options are available: DEACTIVATE ON - Click the date field and select a date from the calendar to select the date on which the membership will deactivate. USABLE BY CLIENTS WHO ALREADY PURCHASED – Set this option to NO and click OK to prevent clients who have already purchased this membership from booking services with this membership. If the date selected under Choose expiry date has passed, the ACTIVATE ITEM option is automatically set to OFF. The ACTIVATE ITEM option can only be set to ON again if you select a later date under Choose expiry date. Notes: If you deactivate a membership and make it unusable for clients who have already purchased it, you're effectively cancelling their membership. Clients’ canceled memberships cannot be reactivated and must be purchased again. For information about cancelling a membership for an individual client, see Canceling a client’s membership.
Membership Duration	The length of time for which the membership will be valid. Specify the number of weeks, months, or years.
Auto-payments every	The auto-payment schedule for the membership. Specify the frequency in weeks, months, or years (based on what you chose for the duration), as well as the date on which the payments will start. For information about auto-payment revenue if your business has multiple locations, see Membership auto-payments at multiple location businesses. Notes: If auto-payments are set to occur every month starting on the sale date, and a client purchases the membership on the last day of the month, the client’s membership auto-payments will always be billed on the last day of the month. For example, if a client purchases a membership with monthly auto-payments on February 28, their next payment will be charged on March 31. If auto-payments are to occur every month starting on a specific date, and that day is the last day of a certain month, the system changes all future auto-payment dates to the last day of the month. For example, if a client purchases a membership on January 28, the next auto-payment date will be February 28 because it is the last day of the month. If auto-payments are to start on any day of the month except for the sale date, clients will be billed the full price of the membership on the day they purchase the membership but won’t have access to the membership until the date specified under Auto-payments every. For example, a membership has a price of $50 and has auto-payments on the first of every month. If a client purchases this membership on April 26, they will have to pay the $50 membership fee for the month of April but won’t have access to the membership until May 1. The client will be billed for the next membership period on June 1. You can prorate a client’s membership payment when purchasing the membership through the store or from the client’s profile after the membership has been purchased. For more information, see Prorating a client’s membership payment. You can also change the start date of a membership when purchasing it through the store. For more information, see Setting a membership start date from the shopping cart.
Automatically prorate first payment in cart	To allow a client to change the start date of the membership and prorate their first payment when making a purchase in the Client Portal or Achieve Client App, set this option to ON. This option won’t be available if auto-payments are set to start on the date the membership was sold.
Price	The price of the membership. For Purchase Options with the Appointment Purchase Option Service Category selected, you must determine if the entered price will apply per period or per session: Per period – Clients who purchase this membership will be charged the entered price once per period. The period is based on the Duration of the membership. Per session – Clients will be charged the entered price one time when they purchase the membership. Clients will also be charged the entered price each time they book an appointment using this membership as the payment option. The price per session will accumulate on the payment schedule for each appointment booked during a payment period, and the accumulated amount will be charged to the client based on the time period selected in Auto-payments every. Notes: When editing a client’s individual Purchase Option, click Show price breakdown to see detailed information about the amount the client pays for the membership, including the regular price of the membership, and any discounts or taxes applied to the membership payment. In the price breakdown, you can also modify the regular price of the membership or the discount amount. If the Scheduled payment discount is changed, the new amount will override any previous discounts applied to the membership payments. For more information about membership discounts, see Applying a discount to a membership. If there are scheduled discounts on the membership payment, you have the following options: To apply the discount each time the membership auto-renews, set the Apply discount to auto-renewing payments option to ON. To only apply the discount to the first payment of the item, set the Apply discount to the first scheduled payment only option to ON.
Taxes	Determines whether taxes are applied to the membership upon purchase. Your choices are: Charge taxes – Select the checkbox for each type of tax that applies to the membership. Do not charge tax – No taxes will be applied to the membership.
Summary	A summary of the membership payments including taxes.
After Expiration	Determine what happens after the membership expires. Your choices are: Do nothing – The membership simply expires. Auto-renew – The membership will be automatically renewed the day after it expires. Auto-convert – The membership will be converted to the selected Purchase Option after it expires. You can mark whether the conversion is an Upgrade, a Downgrade, or of Equal Value. For more information about converting Purchase Options, see Setting a Purchase Option to convert. Additional options are available when Auto-renew or Auto-convert is selected: Enable client control – Clients can opt out of the membership conversion or auto-renewal. The option to opt out is only available on the Client Web App and can’t be accessed on the Achieve Client App. Disable client control – Clients can’t opt out of the membership conversion or auto-renewal. If you modify the expiration behavior of a membership that has previously been sold and try to save your changes, a confirmation popup is displayed with the following options: Apply to previously sold Purchase Options – If this option is set to ON, your changes will be applied to memberships that clients have purchased, and the following option will be displayed: Apply to previously sold and edited Purchase Options – If this option is set to ON, your changes will be applied to memberships that clients have purchase and that have been individually modified. The confirmation popup also displays the total number of clients affected by this change. Click the number to display a list of all affected clients. Notes: When you disable Auto-Renew and apply the change to previously sold instances, if any impacted clients had a hold put on their membership, a second confirmation popup is displayed. This popup indicates that the duration of each membership with previous hold days will be extended by the same number of days. Memberships won’t convert if you change their start date to a point in the past where they would have already converted by the present date; instead, they’ll auto-renew until the present date and then convert upon the next expiration date. For example, if you sell a 1-month membership on March 15 and you set its start date to January 1, it will automatically renew on February 1 and March 1, but then convert as intended on April 1. If you enable Auto-renew and the Clients can only book sessions within their current paid period booking policy is set to OFF, clients can book services that take place after the membership’s expiration date. If you disable Auto-renew and the Clients can only book sessions within their current paid period booking policy is set to OFF, the Apply attendance restriction, Enable session rollover, and Membership stays active until all remaining visits are used membership advanced settings must be enabled for clients to book services that take place after the membership’s expiration date. If a membership has upcoming visits scheduled after its expiration date, it will continue to display an Active status on a client’s Passes & Memberships page until the attendance status of the sessions are changed from Pending to Checked-in, Early Cancel, Late Cancel, or No-show. For more information, see How can a Purchase Option be active and expired at the same time? If a membership is placed on a hold with no end date, the membership won’t auto-renew, even if the membership is set to auto-renew before the hold period begins.
Category Restrictions	This setting will only be displayed if you’re creating a membership with FitVID Videos selected as the Purchase Option service category. You have the following options: All Categories – The membership can be used to access all FitVID video categories. Select Categories – The membership can be used to access specific FitVID video categories. Select the checkbox next to each FitVID video category that can be accessed using the Purchase Option or select the Select All. Note: Clients who own a FitVID Videos membership will be able to watch videos in the selected categories regardless of their current client type or client group.
Access to Appointments	This setting will only be displayed if you’re creating a membership with Appointments selected as the Purchase Option service category. Click the Search and select items search box to add appointments that can be paid for using the membership: Begin typing the name of an appointment to search for that appointment. Select the Select All checkbox to add all appointments. Select the checkbox next to each appointment category to add all appointments in that category. Click the Expand button and select the checkbox next to an appointment to add that individual appointment.
Access to Assets	This setting will only be displayed if you’re creating a membership with Assets selected as the Purchase Option service category. Click the Search and select items search box to add assets that can be paid for using the membership: Begin typing the name of an asset to search for that asset. Select the Select All checkbox to add all assets. Select the checkbox next to each asset category to add all assets in that category. Click the Expand button and select the checkbox next to an asset to add that individual asset.
Online Store Category	The category or categories that this membership is listed under in the store.

Advanced Settings

Below are all the advanced settings available when creating or modifying a membership.

Purchase Restrictions

Setting	Description
Clients can buy online	When this Purchase Option is selected, clients can buy the membership online or through a staff member. The following options are displayed: All clients can buy online – Selecting this option will allow any client who meets the client type restrictions to buy this membership online. This is the default option. Only clients with Direct Buy URL can buy online – Selecting this option will make it so any client who meets the client type restrictions can only buy this membership through the direct buy URL. For example, if you select Only clients with Direct Buy URL can buy online as well as Introductory offer for new clients only, an Active Member with the direct buy URL for this Purchase Option won’t be able to purchase this membership.
Only staff can sell this Purchase Option	When this option is selected, only staff members can sell the Purchase Option.
Available to all clients	When this option is selected, all clients can purchase the membership.
Introductory offer for new clients only	When this option is selected, only new clients are able to purchase the membership. For more information about introductory offers, see Creating an introductory offer for new or prospective clients.
Available to selected client groups or types only	When this option is selected, only clients with the selected client types and members of the selected client groups can view and purchase the membership. Under CLIENT TYPES and CLIENT GROUPS, select the client types and client groups whose members can view and purchase the membership in your store.
Sold individually	When this option is selected, the membership can be sold individually and separately from other Purchase Options.
Sold as part of a package only	When this option is selected, the membership can only be sold as part of a package.
No quantity limit	When this option is selected, the number of times a client can purchase the membership during their lifetime with your business is unlimited.
Limit quantity	When this option is selected, you must enter a number for the limit. Once the client hits the limit, they can no longer purchase the membership, even if the one they own expires. The limit quantity only affects purchasing and won’t affect auto-renewal. Notes: Quantity restrictions won’t apply to memberships that are Sold as part of package only. For more details, see Packages. In cases where clients have reached the quantity limit, clients can still receive memberships transferred to them by other clients.

Purchase Option Priority

Note: This option is only visible when it is enabled in the business policy settings.

Setting	Description
Priority	When this option is enabled, choose the priority level of the membership. Your options are Low, Medium, or High. When booking a service, memberships with a higher priority level will be used to complete the booking process first. If multiple Purchase Options have the same priority level, the Purchase Option with the earliest expiration date will be used to pay for the service first.

Select Regional Access

Note: This option is only available to Enterprise Cloud businesses. If you manage an enterprise and you can’t view this option, please contact WellnessLiving.

Setting

Description

Access to Regions/ Selected Regions

Determines the enterprise regions to which the membership will apply. If the membership is purchased at one of the Enterprise Locations in the region, it can be used to pay for services at any Enterprise Locations within the region that offer the same membership.

To add a region where the membership can be used, click a region under Available Regions or click Select All to add all the available regions.
To remove a region where the membership can be used, click a region under Selected Regions or click Clear All to remove all the selected regions.

When a client purchases a membership at one location and the client is added to other locations in the region, staff members at those other locations will be able to see the membership on the Overview page of the client’s profile, and they can also see which location it was purchased at. The membership will also be visible on the Passes & Memberships page, but staff members won’t be able to view any details or make any changes to it.

Notes:

Staff members can’t see memberships for visiting clients on the Elevate Staff App.
To apply this option to the membership, the Enterprise Headquarters must push the setting to all applicable Enterprise Locations.

Access to Locations

Setting	Description
All	When this option is selected, clients can use the membership at all locations.
Specific locations	When this option is selected, clients can only use the membership at specified locations. Select the checkbox next to each location in which the membership can be used or select the Select All checkbox.

Access to Classes

Note: This option will only be visible if the Purchase Option Service Category is set to Classes/Events.

Setting	Description
All	When this option is selected, clients can use the membership for all of your classes.
None	When this option is selected, clients can’t use this membership for any of your classes.
Selection	When this option is selected, clients can only use the membership for specified classes. Click the Search and select items search box to add classes that can be paid for using the membership: Begin typing the name of a class to search for that class. Select the Select All checkbox to add all classes. Select the checkbox next to each class to add that class.

Access to Events

Note: This option will only be visible if the Purchase Option Service Category is set to Classes/Events.

Setting	Description
All	When this option is selected, clients can use the membership of all your events, including events that are created in the future.
None	When this option is selected, clients can’t use this membership for any of your events.
Selection	When this option is selected, clients can only use the membership for specified events. Click the Search and select items search box to add events that can be paid for using the membership: Begin typing the name of an event to search for that event. Select the Select All checkbox to add all events. Select the checkbox next to each event to add all related instances. Click the Expand button and select the checkbox next to an instance to add that individual event instance. Each selected event includes a Include future scheduled instance option. When this option is set to ON, the membership can be used to pay for the selected instances of the event, as well as any instances that are scheduled in the future. When this option is set to OFF, the membership can only be used to pay for the selected scheduled instances. Note: If clients can use this membership to enroll in one specific event instance, we recommend matching the activation and expiration dates of the membership to the beginning and end dates of the event instance.

Access to Gym

Note: This option will only be visible if the Purchase Option Service Category is set to Classes/Events.

Setting	Description
Open access	When this option is selected, clients can use their membership for gym visits.
No access	When this option is selected, clients can’t use their membership for gym visits.

Membership Attendance Restrictions

Note: This option won’t be visible if FitVID Videos is selected as the Purchase Option Service Category.

Setting	Description
Apply Attendance Restriction	When this option is selected, clients can use the membership a maximum number of times during a specific number of days, weeks, months, or years. Click the Add button to add another restriction. For example, you can add a restriction of only five visits per week and then click the add button to add another restriction of a maximum of 16 visits per month. Click the Delete button to remove a restriction. Notes: If a membership has rollovers enabled, the rollover sessions will accumulate based on the membership’s original activation date. To change when rollover sessions begin to accumulate you must change the membership’s rollover date when editing a client’s individual Purchase Option. Changing the rollover date can cause clients to lose rollover sessions they’ve accumulated. If you select Attendance restriction is applied at the start of the payment cycle and want to set Rollover sessions upon auto renew to ON, you need to select the Classic option in the membership hold rules. Otherwise, the sessions won’t be carried over when the membership auto-renews. If the Clients can only book sessions within their current paid period booking policy is set to OFF and a membership has Auto-renew disabled, the Apply attendance restriction, Enable session rollover, and Membership stays active until all remaining visits are used options must be selected for clients to book services that take place after the membership’s expiration date. If a Purchase Option has Apply attendance restriction and Enable rollover sessions selected, there will be no marker on the client’s Passes & Memberships page indicating which visits on the Purchase Option are rollover sessions.
No attendance restriction	When this option is selected, clients can use the membership as many times as they want while it’s active.
Attendance restriction is applied at the start of the calendar cycle	The attendance restriction set is applied based on the calendar dates. A yearly membership will reset on January 1st each year and a monthly membership will reset at the beginning of each month.
Attendance restriction is applied at the start of the payment cycle	The attendance restriction set on the membership will be applied based on the date payments the membership begin. For example, if a membership has an attendance restriction of five visits each month and auto-payments on the ninth day of every month, the client can use the membership for five visits between June 9 and July 8.
Disable session rollover	When this option is selected, unused visits won’t rollover to the next payment period.
Enable session rollover	When this option is selected, unused visits will be carried over to the next attendance restriction period. If you enable rollovers, you must choose what happens to the rollover sessions. If you don’t want rollover sessions to expire, select Rollover sessions do not expire. If you want rollover sessions to expire, select Rollover sessions expire after and set the amount of time the sessions will remain active. For example, a membership with a monthly attendance restriction is set up so that rollover sessions expire after three months. The membership starts in January and there were four unused visits left on January 31. The four rollover sessions will expire on April 30. If you want unused visits to carry over after the membership auto-renews, set the Rollover sessions upon auto-renew option to ON. When unused visits carry over after the membership automatically renews, the original attendance restrictions set for the membership will no longer apply to the rollover sessions. To limit the number of unused visits that will carry over, set the Limit number of rollover sessions option to ON and enter the limit for the number of rollover sessions. For example, a membership has a monthly attendance restriction with a maximum of five visits that can be carried over. If the client has six unused visits at the end of the month, they’ll lose a session. If you choose not to set a limit, clients can accumulate an unlimited number of rollover sessions. If you want to allow clients to use their rollover sessions while their membership is on hold, set the Rollover sessions may be used during hold periods option to ON. Clients can’t accumulate new visits or rollover visits while their session pass is on hold. If you don’t want the membership to expire until all the rollover sessions are used, select Membership stays active until all remaining visits are used. If Rollover sessions expire after is enabled, the membership will expire on the same date that remaining rollover sessions are set to expire. For example, if a membership with monthly attendance restrictions expires on April 30, but there’s a rollover session remaining on the membership that’s set to expire after three months, the membership will either expire on August 31, or when the remaining rollover visit is used. The date displayed under the Expires column on the client’s Passes and Memberships page will change depending on how many visits remain: If all visits have been used before the membership expires, the original expiration date will be shown. If no visits were used, the expiration date for the rollover sessions will be shown. If all visits were used as rollover sessions after the membership’s original expiration date and before the expiration date of the rollover sessions, the date of the last visit used will be shown. If some visits were used, but not all, and the expiration date for the rollover sessions is reached, the date of the last visit used will be shown. If you want the membership and any rollover sessions to expire on the membership’s expiration date, select Membership expires and remaining visits are no longer available. If you’re editing an individual Purchase Option and you select Enable session rollover, you can only set the rollover start date before the purchase date if the membership hasn’t auto-renewed yet and the membership’s start date is prior to the purchase date. Once the membership auto-renews, you can’t set the rollover date range to any date prior to the purchase date or the start date that you set for the membership.
Do not automatically reconcile unpaid sessions when attendance restrictions reset	When this option is selected, the system won’t automatically reconcile any unpaid sessions whenever new visits are added to the membership. You will have to manually reconcile unpaid visits. For more information, see Reconciling unpaid visits.
Automatically reconcile unpaid sessions when attendance restrictions reset	When this option is selected, unpaid sessions are reconciled automatically using new visits when they’re added to the membership. For example, if a client’s membership allows one visit per week, and the client has five unpaid sessions for the week, one visit from their membership will be automatically applied to the first unpaid session when the attendance restrictions reset. Note: WellnessLiving will automatically reconcile unpaid sessions, using the soonest expiring rollovers first, to make sure clients don’t lose out on sessions. WellnessLiving selects which Purchase Options to use for automatic reconciliation and rollovers based on the following hierarchy: Priority level: This is the criteria that's used first. The system prioritizes visits based on the Purchase Options with the highest assigned priority levels. Multiple rollovers: If multiple Purchase Options have the same priority level and include rollover visits, the system selects the one with the soonest expiring rollover first. Single rollover: In cases where only one Purchase Option among those with matching priority levels uses rollovers, the system selects the soonest expiring rollover or smallest unit of time for reconciliation Attendance restrictions and rollovers: If a Purchase Option has attendance restrictions, then the system selects the Purchase Option with the soonest expiration date or smallest unit of time for reconciliation. For example, if a Purchase Option has an attendance restriction of one session per day with no rollovers, the system will prioritize that over a Purchase Option that has an attendance restriction of one session per week with rollovers enabled. No rollovers: If none of the above conditions apply, and there are no rollovers associated with the Purchase Options, the system selects the Purchase Option with the soonest expiration date for reconciliation. No Rollovers or Expirations: If there are no rollovers or impending expirations, the system defaults to selecting the Purchase Option that was purchased earliest for reconciliation.

Contract

Setting	Description
Clients must agree to a contract	When this option is selected, the client must agree to a contract before purchasing the membership. Enter your contract in the text field. If you want clients to sign a new contract when this Purchase Option is transferred to them, set the Clients to whom a Purchase Option was transferred must sign a contract option to ON. Notes: Clients won’t be required to sign a contract for memberships that were imported into WellnessLiving. If you modify a membership’s existing contract and save your changes, you’ll receive a Contract update popup that will notify you if you’re updating the contract for a Purchase Option that some clients have previously signed. In this popup, there will be a Require clients to re-sign the contract option. Setting this option to ON will make it mandatory for clients to re-sign the contract if they already own this membership. If a membership that has a contract associated with it is set to auto-renew, clients won’t be required to re-sign the contract each time the membership automatically renews.
No contract	When this option is selected, the client doesn’t need to agree to a contract.

Member Type

Setting	Description
Member Type	The type of client a client becomes after purchasing this membership. Select an option from the list. Note: If you change the selected client type of a membership that’s been sold to clients, clients who already own that membership will have their client type changed automatically.

Sharing Membership and Passes

Setting	Description
Share membership with family members by default	When this option is selected, the membership can be shared between clients whose profiles are linked as family members. Under FAMILY MEMBER, select the relationship between the client and the family member. Note: If a membership that is shared with a family member is included within a package, the membership won’t be shared with the family member when the package automatically renews. To continue allowing the membership or session pass to be shared with the family member, you must manually share it from the package owner’s client profile.
Do not share membership with family members by default	If you select this option, you can still manually share the membership with a family member. For more information, see Sharing a Purchase Option with a family member.

Membership Hold Rules

Setting	Description
Membership cannot be put on hold	When this option is selected, no hold can be placed on the membership.
Membership can be put on hold	When this option is selected, the membership can be placed on hold. You must determine how the hold will affect the membership. Your choices are Classic, Prorate, or Continue Billing. For more information, see Membership hold rules.
Classic	This option extends the length of a membership contract by the duration of the hold period. Scheduled payments are moved forward the same number of days as the duration of the hold.
Prorate	This option extends the length of a membership contract by the duration of the hold. Scheduled payments are prorated and calculated based on the number of active days within the payment period. If you select Prorate, you must determine when the prorated payment amount will be charged to the client. Under IF THE SCHEDULED PAYMENT OCCURS WITHIN THE HOLD PERIOD, select one of the following options: To add the prorated payment amount to the next scheduled payment date, select Prorated amount is added to the next scheduled payment. To add the prorated payment amount to the day after the hold period ends, select Prorated payments are moved to the day after the hold period ends.
Continue Billing	This option extends the length of the membership contract by the duration of the hold period. Scheduled payments continue to be processed on their respective dates irrespective of the hold.

Revenue and Staff Payroll Calculation

Setting	Description
Include clients who use this Purchase Option payroll calculation	When this option is selected, the membership is included in the payroll calculation.
Exclude clients who use this Purchase Option from payroll calculation	When this option is selected, the membership isn’t included in the payroll calculation. If this membership is free, promotional, or both, you can use this option to exclude clients with this membership from payroll calculations. This is useful because staff members who are paid by the number of clients they instruct will only be paid for those clients who used paid memberships.
Approximate revenue per session	When this option is selected, revenue is determined per session.
Approximate revenue based on sessions used	When this option is selected, revenue is determined based on the number of visits.

Automatic Staff Commissions

Setting	Description
Select the staff members who will receive automatic commissions for this Purchase Option	When automatic commissions are enabled, you can use the checklist below this setting to select which staff members will receive automatic commissions for this Purchase Option. Use the dropdown next to their name to select which of their commission pay rates to use for the automatic commissions.

Membership Cancellation Fee

Setting	Description
Don’t charge a cancellation fee	When this option is selected, clients aren’t charged a cancellation fee when they cancel a membership.
Charge a cancellation fee	When this option is selected, clients are charged a fee when they cancel a membership. If you select this option, you must enter the default cancellation fee amount.

Membership Cancellation Behavior

Note: This setting is available if you have applied an attendance restriction.

Setting	Description
Clients cannot use remaining visits after membership cancellation	After clients cancel their membership, they can’t use their remaining visits.
Clients can use remaining visits after membership cancellation	After clients cancel their membership, they can continue to use their remaining visits. Note: Memberships that are set to this option and then canceled will display as active in the Client profile.
Staff member can choose whether a client can use remaining visits after membership cancellation	Staff members can choose on a case-by-case basis whether clients can continue to use their remaining visits after they cancel their membership.

Barcode

Setting	Description
Barcode #	Enter or generate a barcode number to identify this membership in your WellnessLiving system.

Receipt

Setting	Description
Default email receipt	Select this option to send your default receipt to a client who purchases this membership.
Custom email receipt	Select this option to create a custom receipt to send to a client who purchases this membership. For information on how to use variables in the email message, see Email variables. Note: If a membership that is set up with a custom receipt is purchased at the same time as another item, the client will receive the default receipt and not the custom receipt configured for either of the items. For example, a 12-month membership is set up with a custom receipt. A 10-class session pass also has a custom receipt configured. A client purchases both the 12-month membership and 10-class pass together in the same transaction. The client will receive the default receipt and not the custom receipt configured for either of the Purchase Options.

Revenue Category

Setting

Description

Select the Revenue Categories for this item

The revenue categories to which the membership is assigned. Click a revenue category to select or deselect it. You can select as many revenue categories as needed.

You can also manage revenue categories from here:

To add a new revenue category, enter a name for it in the box, and click ADD.
To rename a revenue category, click the revenue category’s Options button and select Edit .
To delete a revenue category, click the revenue category’s Options button and select Delete tag .
To make a revenue category the primary category, click the revenue category’s Options button and select Primary .

Direct Buy URL

Setting	Description
Direct Buy URL	A direct buy URL for the session pass that can be added to your automated notifications, automated marketing campaigns, or your website. Clients who click the URL are brought directly to the purchase page for the membership in your store. Click Copy to clipboard to copy the URL.

Termination

🔑 Key tips before you begin

These expiration settings are only available when customizing an individual Purchase Option in the client’s profile.
Memberships expire at 11:59 p.m. on their selected end date.
If a membership expires before the payment period is over, the payment isn’t automatically prorated because the full amount was already charged. You must manually issue a refund to resolve the issue. For more information, see Refunding a transaction or purchase.

Setting	Description
Terminate	The membership will be removed from the client’s Passes & Memberships page on the date you select.
Do not terminate	The membership will remain on the client’s Passes & Memberships page in their client profile.