00:00 Introduction
00:30 Membership Fees and Class Coverage
00:59 Plan Start Options
01:28 Plan Type and Pricing
02:25 Perks and Benefits
03:13 Policies and Contracts
What is a class pack?
Creating a class plan is an essential part of managing your studio's offerings. In this guide, we'll walk you through the process of setting up a class plan, specifically focusing on a limited pack option. This type of plan allows your clients to purchase a set number of classes within a specified time frame or you can leave the timeframe open and not set the pack to expire.
Begin by accessing Plan Management:
Select Plan Management
Choose Add New Plan
Select Class Plans
Step 1: Plan Details
Name & Description
Start by naming your class plan. For instance, "Five Class Pack." Provide a concise description of the plan. Clearly outline what the plan includes and any additional perks or benefits clients will receive upon purchase.
What type of classes will this cover?
Choose in-person and livestream, just livestream, or just in-person.
When does this plan start?
Determine when the plan will become active. It can either start from the purchase date or the first visit date.
Staff can always select any start date of a plan at checkout. However, if you’d like your client to be able to or not be able to choose a plan’s start date at checkout, you will need to adjust this setting under business settings. This is a universal setting that applies at the all plan level. This is done under Business Settings > Widget and App Settings > Widget & App Checkout Preferences > Allow clients to choose their plan or intro offer start date at checkout.
List plan online?
If you want your plan to be listed online, select this option. Walla has a special feature called Plan Direct links. If you choose to not sell a plan online but would still like to offer the plan to a client, you can access Direct Links by going to Business Settings > Widget and App Settings > Direct Links. Then, you can share the link with the plan that is not set up to be sold online and share the link with a client for purchase as long as they qualify. In other words, if you are sending a link to an intro offer to a client who already has a plan, they will not be able to buy the plan since they do not qualify for the intro offer. But, if you shared the link to the plan that is not sold online to a brand new client, then they can complete the purchase.
Who can purchase?
Indicate whether this plan is available to everyone or exclusively for members.
Only allow client to purchase plan once.
Choose if clients can only buy this one time ever.
Member Status.
Membership status begins when the plan is purchase. Decide whether the class plan should grant member status to the clients who purchase it.
Step 2: Plan Type Configuration
Type of Plan: Select Limited Usage-based plan
How long are passes good for? Specify the duration for which the pack remains valid. In this example, we're setting it to expire after six months. Classes not used within the set time will expire. You can choose to not have the classes expire as well.
Is this a rolling pack (i.e. auto-refills when all passes are used)? To create a pack, you want to choose No, just a single pack.
Offer a Member Discount? If you want members to be able to purchase this pack at a discount, select this option.
Perks and Benefits. Enter in custom perks and benefits that the client will see at checkout. Note that entering perks and benefits do not automatically enforced or create the perks and benefits within Walla. The information entered here is purely informational.
Guest Passes: Enter the number of guest passes issued. The client with the plan must first book themselves in the class they book their guest into.
Video-on-Demand included? Select if your classes have additional benefits like video-on-demand. You will need embed the video-on-demand widget within your website or share the link to your video library in order for clients to access videos.
Fees: Enter applicable cancelation fees. Clients can not cancel plans on the widget or Walla App. Only staff can cancel a plan.
Policies & Contracts
Attach your policies and contracts to your plan. Add your contracts under Business Settings > Waivers & Terms.
Review all the details you've entered for accuracy and completeness, then save the class plan, ensuring that all information is accurately recorded. If you decide to attach a contract after saving, you can go to Manage Plans, select the plan, and return to the plan details and attach the appropriate contracts.
Step 3: Class Selection
Specify which classes the pack will pay for. You can choose classes at one or more locations.
Congratulations! You've successfully created a class pack.