Plan Sharing | Walla Support Center

Plan Sharing

Make it easy for clients to share eligible class plans so anyone can book using the same plan

Plan Sharing lets one “primary” member grant plan-access to other people (“secondary” users). Secondary users can book classes, view plan details, and enjoy member benefits—without needing to buy their own plan.

Important Things to Know

• Billing stays with the primary user. Secondary users never see or manage payment details.

• Fees stick to the booker. No-show and late-cancel charges apply to whoever made the reservation.

• Removing a user doesn’t cancel future bookings. You must manually clear any remaining reservations.

Billing stays with the primary user. Secondary users never see or manage payment details.

Fees stick to the booker. No-show and late-cancel charges apply to whoever made the reservation.

Removing a user doesn’t cancel future bookings. You must manually clear any remaining reservations.

Eligible & Excluded Plans

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Plan Type

Included

Notes

Limited Class Plans

✅

Fixed number of visits per period

Unlimited Class Plans

✅

Unlimited visits within validity window

Credit Bundles

❌

Excluded from this release

Appointment Plans

❌

Excluded from this release

Introductory Offers

❌

Excluded from this release

Class Plans

✅

Included in this release

No limit on how many secondary users you can add.

Manage Shared Users

Add or remove users through the Manage Shared Users menu on the plan card.

Add Secondary Users

You’ll manage Plan Sharing from the client profile. Follow these steps to add a user to a plan:

1. Navigate to a client’s profile

2. Locate the plan tile for any eligible plan

3. Select the three dots on the top right of the plan tile

4. Select Manage Shared Users menu option to view and edit shared users

5. Choose Add User, then search for a secondary user

6. Select the user you would like to add

7. Select Done

Navigate to a client’s profile

Locate the plan tile for any eligible plan

Select the three dots on the top right of the plan tile

Select Manage Shared Users menu option to view and edit shared users

Choose Add User, then search for a secondary user

Select the user you would like to add

Select Done

Remove Secondary Users

Follow these steps to remove a secondary user:

1. Navigate to a primary or secondary user's client profile

2. Locate the plan card for the shard plan

3. Select the three dots on the top right of the plan tile

4. Select the Manage Shared Users menu option to view and edit shared users

5. Choose the recycle bin next to user you would like to remove

6. Select Done

Navigate to a primary or secondary user's client profile

Locate the plan card for the shard plan

Select the three dots on the top right of the plan tile

Select the Manage Shared Users menu option to view and edit shared users

Choose the recycle bin next to user you would like to remove

Select Done

Removing a user does not cancel their future bookings—staff can manually remove them if needed.

Viewing Shared Plans

Here’s a look at what primary and secondary users can see, do, and manage when a plan is shared:

What Primary Users See

Primary owners have full visibility and control. They can:

• View all plan details, including passes remaining, guest passes, and expiration dates.

• Manage billing and payment details.

• Add or remove secondary users.

• See the total plan usage count (for example, “4/10 visits used”).

View all plan details, including passes remaining, guest passes, and expiration dates.

Manage billing and payment details.

Add or remove secondary users.

See the total plan usage count (for example, “4/10 visits used”).

What Secondary Users See

Secondary users can:

• View the shared plan in their client profile and app.

• Check passes remaining, guest passes, and expiration dates.

• Book classes using the shared plan.

View the shared plan in their client profile and app.

Check passes remaining, guest passes, and expiration dates.

Book classes using the shared plan.

Secondary users cannot:

• Edit or manage the plan.

• Access any billing information.

• Transfer ownership or remove other users.

Edit or manage the plan.

Access any billing information.

Transfer ownership or remove other users.

How to See Who Used a Pass

If you need to confirm who booked or attended, you can cross-reference the Plan Usage tab and each client’s booking history.

To check which user attended:

1. Go to the primary user’s profile and find the plan under the Overview tab

2. Review the Plan Usage tab to see total visits used

3. Select a secondary user listed on the plan

4. Open their Bookings and Overview tabs

5. Compare bookings to confirm who used each visit

Go to the primary user’s profile and find the plan under the Overview tab

Review the Plan Usage tab to see total visits used

Select a secondary user listed on the plan

Open their Bookings and Overview tabs

Compare bookings to confirm who used each visit

This helps you confirm:

• The total usage count under the primary owner

• Which visits each secondary user booked

The total usage count under the primary owner

Which visits each secondary user booked

Quick Reference: Who Can See What

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Feature

Primary User

Secondary User

View plan details

✅

✅

Book classes

✅

✅

Manage billing/payment info

✅

❌

Add/remove shared users

✅

❌

See plan usage count

✅

Limited to booking records

Use guest passes

✅

✅

Reporting Visibility

See how shared plan activity is reflected in your reports and records.

• Financial Reports will show the primary user as the plan owner.

• Booking and Visit Reports will list secondary users when they book or attend.

Financial Reports will show the primary user as the plan owner.

Booking and Visit Reports will list secondary users when they book or attend.

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Report

Displays Primary User

Displays Secondary Users

Sales Report

✅

Recurring Plan Payments

✅

Active Plans

✅

Plan Cancellation

✅

Plan Cancellation Requests

✅

First Purchase

✅

First Visit

✅

✅

Expiring Cards

✅

No Show / Late Cancel

✅

✅

Upcoming Bookings

✅

✅

Cost per Visit and Reporting Data

For studios that track cost per visit (CPV), here’s what you need to know:

Right now, CPV is calculated based on how many times a plan is used—not who uses it. So even if multiple clients are sharing the same plan, all visits roll up to that plan’s total usage.

The good news is this should mean no change to your existing CPV reporting. But if you rely heavily on detailed per-client costs or custom reports, it’s a good idea to double-check your setup to make sure everything still aligns with your workflows.

Late Cancel/ No-Show Fees

Fees stick to the person who booked. If a secondary user no-shows, the fee applies to them.

Guest Passes

Guest passes included in the plan can be used by both the primary and secondary users.

Marketing Suite Conditions

Most marketing conditions only reference the primary user. Specifically:

• Class Plan Status: primary user only

• Number of Plans Purchased: primary user only

• Class Plan Status + Check-in: primary user only

• Class Check-in Activity: primary user only

Class Plan Status: primary user only

Number of Plans Purchased: primary user only

Class Plan Status + Check-in: primary user only

Class Check-in Activity: primary user only

If a condition isn’t listed, assume it applies only to the primary user unless noted otherwise.

✉️ Communications & Notifications

Transactional Notifications

• Class booking notifications go to the client who booked the class

• Plan update notifications (cancellations, pauses) go to both the primary and secondary users

Class booking notifications go to the client who booked the class

Plan update notifications (cancellations, pauses) go to both the primary and secondary users

Plan Notifications (to both primary & secondary users):

• Plan set to be canceled: Alerts users that a cancellation is scheduled.

• Plan canceled: Confirms the plan has been canceled.

• Plan set to be paused: Alerts users that a pause is scheduled.

• Plan paused: Confirms the plan has been paused.

Plan set to be canceled: Alerts users that a cancellation is scheduled.

Plan canceled: Confirms the plan has been canceled.

Plan set to be paused: Alerts users that a pause is scheduled.

Plan paused: Confirms the plan has been paused.

Booking & Class Notifications (to the client performing the action):

• Class booked: Sends class details and updated pass count.

• Class canceled by client: Confirms the client’s cancellation.

• Class canceled by studio: Notifies the client of a business-initiated cancellation.

• Waitlist enrollment: Confirms the client got into a class.

• Waitlist addition: Notifies the client they were added to a waitlist.

• Waitlist removal: Notifies the client they were removed from a waitlist.

Class booked: Sends class details and updated pass count.

Class canceled by client: Confirms the client’s cancellation.

Class canceled by studio: Notifies the client of a business-initiated cancellation.

Waitlist enrollment: Confirms the client got into a class.

Waitlist addition: Notifies the client they were added to a waitlist.

Waitlist removal: Notifies the client they were removed from a waitlist.

Marketing Notifications

• Class Plan Status: Not displayed for secondary users in marketing automations.

• Number of Plans Purchased: Only shows the primary user.

• Class Plan Started + Check-ins: Only shows the primary user.

• Class Check-in Activity: Only shows the primary user.

Class Plan Status: Not displayed for secondary users in marketing automations.

Number of Plans Purchased: Only shows the primary user.

Class Plan Started + Check-ins: Only shows the primary user.

Class Check-in Activity: Only shows the primary user.

Check for Future Booking/Waitlist' Automation: Shared users are displayed in this specific automation.Client Experience