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
🛠 Section 2: Choose Your Plan Type
Unlimited Plans
Limited Plans
A. Subscription-Based Limited Plans
B. Usage-Based Limited Plans
📣 Quick Callout: Rolling Packs
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Rolling pack refill triggers based on booking the last regular pass, not whether rollover passes exist.
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If rollovers are enabled: unused sessions can carry into the next period when the new pack refreshes.
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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).
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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)
⚙️ 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:
⚠️ 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:
✅ 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:
Tables can't be imported directly. Please insert an image of your table which can be found here.
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:
Tables can't be imported directly. Please insert an image of your table which can be found here.
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: $5 off, or 10% off.
Apply Discount to How Many Payments
Free text field
Example: Apply discount to the first payment only, or first 3 of 6 payments.
👤 Member Discount
This discount is for clients who have Member Status.
When setting up a member discount, you will choose:
Tables can't be imported directly. Please insert an image of your table which can be found here.
Setting
Options Available
Notes
Offer a Member Discount?
- No
- Yes, but don't apply to the trial period
- Yes, apply always
Decide if the discount should kick in immediately or after a trial period.
Offer Discount In
- Dollars ($)
- 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)
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Use the text box to list custom perks you want to highlight.
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Example: “Access to Member Lounge”, “Free towel service”, “Priority booking access”.
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Each perk appears as a bullet point on the client's purchase screen.
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Important: Perks are informational only — they are not enforced or connected to any automatic system settings.
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
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Check the box if clients who purchase this plan should have access to Video-on-Demand (VOD) classes.
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.
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Guest passes are issued on the same cadence as the plan’s payment cycle (monthly, every 4 weeks, or weekly).
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For annual prepaid plans, guest passes are still issued monthly.
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Clients must book themselves into a class first before they can book a guest.
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Guest passes cannot be pre-booked into the next billing cycle.
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.
Tables can't be imported directly. Please insert an image of your table which can be found here.
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.
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Example: If a 6-month plan is canceled after 2 months, the early termination fee would apply.
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Leave blank or set to $0.00 if you do not want to enforce cancellation fees.
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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.
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.