Table of Contents
How to Add Subscriptions to Groups in the Setup Wizard #
1. Open Step 7: Subscriptions in the Setup Wizard 0:00
- Go to the Setup Wizard.
- Open Step 7: Subscriptions.
- Choose the group you want to configure first.
- If the class does not need subscriptions, select No Subscriptions to Add and skip the rest of the setup for that group.
2. Add a new subscription to a group 0:46
- Click Add a New Subscription.
- Choose the subscription type that matches the group’s billing model.
- In the example, the subscription is set up as a Class Subscription because it pays for actual class sessions.
- Enter the subscription name/plan, such as a Beginner Subscription Plan.
3. Set the billing details and description 1:08
- Enter how many weeks the class runs per year.
- Example: 47 weeks.
- Add a clear description of what the subscription covers.
- Example: 47 sessions over 12 months.
- Set the next billing date.
- Example: payments come out on the 1st of the month.
- The system will pro-rate the payment based on the remaining sessions until that billing date.
4. Understand the different subscription payment types 1:55
- Class Subscription
- Pro-rates by sessions.
- Best when the subscription pays for class attendance.
- Membership / Not a Class
- Pro-rates by day instead of by session.
- Useful for membership-style plans.
- No Upfront Payment
- No pro-rating is taken.
- The full amount is charged on the next billing date.
- Annual Subscription
- Lets you choose the start month.
- Nothing is charged until that selected start date.
- Full Subscription Payment
- Charges the user immediately when they join.
- Then renews one year later from the chosen date.
5. Save the subscription to the group 2:56
- After choosing the correct subscription type and settings, click to add/save it.
- Confirm that the subscription now appears on the group.
6. Copy the subscription to other groups 3:09
- Select the subscription you just created.
- Use the option to copy it into other groups.
- Choose any additional groups that should use the same subscription.
- Save the changes.
- This helps you apply the same subscription setup across multiple groups quickly.
