Welcome to your complete guide to setting up Unlimited and Limited plans!
This article walks you through every setting, option, and callout you need to build your plans correctly the first time — and shows you which choices are permanent once saved.

Use this guide if you are creating Unlimited or Limited recurring plans, usage packs, intro offers, or customized class plans.

🛠 Section 1: Plan Details Setup

Field	Options	Important Callouts
Name	Free Text	Clear and customer-friendly.
Description	Free Text	Include plan access rules, perks, expiration notes.
Classes Covered	In-Person and Livestream / In-Person Only / Livestream Only	Choose based on client access.
Plan Starts On	Immediately / First Visit / Client Selects	Align to customer use case.
First Payment Due	Immediately / Plan Start Date	"Immediately" ensures revenue collection.
List Plan Online	Yes / No	If No, use Direct Link instead.
Request Cancel Online	Yes / No	Enables client cancellation requests (staff still processes).
Who Can Purchase?	Anyone / Members Only / One-Time Only	Controls eligibility.
Grant Member Status	Yes / No	Grants access to member perks and pricing.

🛠 Section 2: Choose Your Plan Type

Unlimited Plans

Option	Behavior	Important Callouts
Recurring Payments	Client is billed on a regular schedule (weekly, monthly, 4-weeks, annually).	Choose billing cycle and commitment period.
Single Upfront Payment	One-time payment for full access during the term (e.g., 6 months).	After term, auto-renew can be enabled or disabled.
Auto-Renewal	Auto-renews or ends after commitment.	Must be decided at plan creation.
Commitment Length	Minimum billing cycles (e.g., 6 months).	Cannot change after saving.

Limited Plans

A. Subscription-Based Limited Plans

Option	Behavior	Important Callouts
Recurring Payments	Client is billed weekly, monthly, or every 4 weeks.	Ongoing membership model with session limits.
One-Time Payment	Client is charged once for access over a commitment period.	Optionally set to auto-renew or end.
Commitment Length	Minimum access period required before cancel.	Enforced through billing cycles.
Session Expiration	Sessions expire per cycle unless otherwise configured.	Prevents session hoarding.

B. Usage-Based Limited Plans

Option	Behavior	Important Callouts
Single Pack	Client purchases a set number of sessions (e.g., 5-pack).	No recurring billing unless rolling refill enabled.
Rolling Pack Refill	Auto-purchase occurs when last pass is booked.	Booking, not attendance, triggers refill.
Pass Expiration	Passes can expire after X days/weeks/months or never expire.	Expiration settings must be chosen at creation.

📣 Quick Callout: Rolling Packs

Rolling pack refill triggers based on booking the last regular pass, not whether rollover passes exist.
If rollovers are enabled: unused sessions can carry into the next period when the new pack refreshes.
If rollovers are not enabled: unused passes simply expire according to the expiration rule and if all passes are not used before pass expiry plan completes (ends).
The client is charged immediately when they book their final pass — even if rollover sessions are still available later or if the last booking is canceled.

🔐 What Cannot Be Changed After Plan Creation (Master Plan Settings)

Field	Editable Later?	Notes
Plan Type (Unlimited vs Limited)	❌	Locked after saving.
Recurring vs Single Payment Model	❌	Locked after saving.
Purchase Location and Usage Settings	❌	Locked after saving (but specific class types can be edited).
Pass Expiration Setting	❌	Locked after saving.
Auto-Renewal Behavior	❌	Locked for the plan; can sometimes be adjusted at the individual client level after purchase.
Introductory Discount Status	❌	Locked after saving.
Member Discount Status	❌	Locked after saving.
Commitment Length	❌	Locked after saving.
Plan Name and Description	✅	Can be edited anytime.
Pricing	✅	Can be edited anytime.
Contracts and Terms	✅	Can be added/edited later.
Perks and Guest Passes	✅	Can be edited anytime.

⚙️ Purchase Location, Usage & Contracts

When setting up a plan, you must define where the plan can be purchased, where it can be used, and what contract applies.
These choices are critical and permanently locked after saving.

🛒 Purchase Location Type

When configuring a new plan, you will choose one of two purchase behaviors:

Option	Behavior	Key Details
Plan can be purchased at all current and future locations for the same price with the same contract	One shared price and contract across all locations. New locations automatically inherit the plan settings.	- Faster setup. - Good for uniform businesses. - Cannot vary pricing or contracts later. - Choose if plan can be used anywhere or only where purchased.
Plan can be purchased at selected locations with the option for varying prices, contracts, and usage	Set unique pricing, contracts, and usage rules for each location individually. Locations start inactive by default.	- Maximum flexibility. - Great for businesses with different markets or pricing. - More manual setup. - You configure each location's eligibility individually.

⚠️ Important:
Once you pick one of these options, you cannot switch later.

🛠️ If You Choose "Plan can be purchased at all current and future locations for the same price with the same contract"

After selecting the purchase model, you will choose how the plan can be used:

Usage Option	Behavior
At Any Location	Clients can use their plan at any eligible location.
Only at Location Purchased	Clients can only use their plan at the specific location they purchased it from.

✅ This allows additional flexibility on how you control client access even if the plan was sold at only one location.

🛠️ If You Choose "Selected Locations" — You Unlock Per-Location Controls:

When you select Plan can be purchased at the locations selected with varying prices, contracts, and usage, you unlock a location-by-location control panel.

You will see this structure:

Field	Editable?	Meaning
Status	✅	Whether the plan is active or inactive for the location.
Purchase At	✅	Can the plan be bought at this location?
Use At	✅	Can clients use the plan to book at this location?
Price	✅	Custom price per location.
Termination Fee	✅	Set an early cancelation fee per location.
Contract	✅	Attach different contracts if needed.
List Online	✅	Control if this plan is available for online purchase at this location.
Allow Cancel Request Online	✅	Enable clients to request cancellation through the app or widget.

These fields are managed from the menu at the end of each location’s row after initial setup.

You can always change these specific per-location settings even after the plan is live — but you cannot change the original choice of "all locations" vs "selected locations".

🆕 Introductory / Trial Discount

This discount is for new clients only.

When setting up a trial discount, you will choose:

Setting	Options Available	Notes
Offer an Introductory/Trial Discount?	- No, never - Yes, always - Yes, but only for new clients with restrictions	Defines who is eligible.
New Client Requirement (appears if restrictions selected)	- New to the Business: Client must be brand-new to your business (first-time ever).	Only visible if "with restrictions" option is chosen.
Offer Discount In	- Dollars ($) - Percent (%)	Choose whether you want to apply a flat discount amount or a percentage off.
Amount Off	Free text field	Example: $5 off, or 10% off.
Apply Discount to How Many Payments	Free text field	Example: Apply discount to the first payment only, or first 3 of 6 payments.

👤 Member Discount

This discount is for clients who have Member Status.

When setting up a member discount, you will choose:

Setting	Options Available	Notes
Offer a Member Discount?	- No - Yes, but don't apply to the trial period - Yes, apply always	Decide if the discount should kick in immediately or after a trial period.
Offer Discount In	- Dollars ($) - Percent (%)	Choose how to structure the discount.
Amount Off	Free text field	Example: $5 off per payment, or 10% off per payment.

✅ Member discounts apply automatically to each billing cycle once triggered.

🛠 Section 3: Perks, Benefits & Fees

In this step, you can highlight extra value that comes with purchasing the plan.
These settings are optional, but can enhance the appeal of the plan at checkout.

Perks & Benefits (Optional)

Use the text box to list custom perks you want to highlight.
Example: “Access to Member Lounge”, “Free towel service”, “Priority booking access”.
Each perk appears as a bullet point on the client's purchase screen.
Important: Perks are informational only — they are not enforced or connected to any automatic system settings.

🎥 Video-on-Demand Access

Check the box if clients who purchase this plan should have access to Video-on-Demand (VOD) classes.

👥 Guest Passes

Set how many guest passes the client receives.

Guest passes are issued on the same cadence as the plan’s payment cycle (monthly, every 4 weeks, or weekly).
For annual prepaid plans, guest passes are still issued monthly.
Clients must book themselves into a class first before they can book a guest.
Guest passes cannot be pre-booked into the next billing cycle.

Setting	Behavior
Include [X] guest passes per month	Set how many guest passes are issued with each payment cycle. Clients use passes manually to bring friends.

💸 Early Termination Fee

Set a fee if a client cancels the plan before fulfilling their minimum commitment.

Example: If a 6-month plan is canceled after 2 months, the early termination fee would apply.
Leave blank or set to $0.00 if you do not want to enforce cancellation fees.
Important:
Early Termination Fees are not automatically listed in the client-facing plan description.
👉 It is recommended to manually add a note at the top of the Plan Description to make it visible to clients.