Creating a plan

For: Owners & Managers

A plan defines what members pay and what they get. This page walks through every field, plus how to edit and retire plans.

Creating a plan

1. Go to Members → Plans and click Create plan.

   

2. Fill in the plan:

   Field	What it's for
   Plan name	What members see, e.g. Unlimited Monthly.
   Price	The amount charged each billing period. A $0 price works for drop-ins or trials.
   Currency	The plan's currency. It can't change later.
   Billing period	Weekly, Monthly, or Yearly. Can't change after creation.
   Every	Bill every n periods — e.g. Every 3 with Monthly is quarterly.
   Class allowance	Unlimited classes, or Limited classes per period with a Classes per period number.
   Location access	All locations, Only specific locations, or All except selected locations.
   Group plan	Turn on for one membership that covers a family or corporate group. This reveals How it's billed and a member limit — see Group plans: how they're billed below and Groups.
   Show on the public sign-up page	On by default. Turn it off to hide the plan from your public sign-up page so only staff can assign it — handy for comp rates or staff-only plans.
   Feature as "Most popular"	Off by default. Turn it on to highlight this plan on your public page — see Featuring your best plan below.

3. Click Create plan. You'll see Plan created.

Featuring your best plan

Most studios want prospects to land on one particular plan — the one that's the best value for the member and the best fit for the studio. Turning on Feature as "Most popular" marks that plan on your public sign-up page: it gets a Most popular label, a highlighted border, and a filled Join now button, so it stands out from the plans around it.

1. Open the plan's ⋯ menu → Edit (or create a new plan).
2. Turn on Feature as "Most popular".
3. Click Save changes.

Your featured plan shows a Most popular badge in the plan list, so you can always see at a glance which one it is.

Only one plan can be featured at a time. Featuring a second plan simply moves the badge — the plan that had it is un-featured automatically, so you never need to turn the old one off first. To have no featured plan at all, just turn the switch off; your public page then shows every plan with equal weight.

A few things worth knowing:

Note: Most popular is a label you choose — ClassLift never picks it for you or works it out from how many members are on each plan. If no plan is featured, no plan is highlighted.

Group plans: how they're billed

When you turn on Group plan, choose How it's billed:

Visibility depends on the model. A flat (family) plan can be shown on your public sign-up page, so families can start a membership themselves. A per-seat (corporate) plan is always set up by your studio — its Show on the public sign-up page switch is turned off and locked, so a solo member can never pick a discounted corporate rate at sign-up. See Groups for how each type is provisioned.

Editing a plan

Use a plan's ⋯ menu → Edit. You can update the price, class allowance, and location access at any time — existing members keep their current price. Currency and billing cadence can't change after creation.

Raising prices for existing members

Editing a plan's price sets the rate for new signups only — everyone already on the plan stays on the price they enrolled at. To actually raise the price for current members, you move each member onto a higher-priced plan. This is done one member at a time; there's no single action that re-prices everyone on a plan at once.

1. Create the new plan at the higher price (see Creating a plan above). You can retire the old plan afterward so no one new joins it — current members are unaffected by retiring (see Retiring a plan).
2. Go to Members, open a member's profile, and on the Overview tab click Change plan.
3. Choose the new plan and click Change plan. Billing switches to the new rate immediately, with a prorated charge or credit for the rest of the current billing period.
4. Repeat for each member you want on the new rate.

Note: Change plan requires a different plan than the member's current one, so editing a plan's price and re-selecting the same plan won't work — create the higher-priced plan first, then move members to it.

Retiring a plan

When you stop offering a plan, open its ⋯ menu → Retire and confirm on Retire this plan? The plan is hidden from new signups, but members currently on it keep their membership and price — nothing changes for them. Retired plans show a Retired badge; filter the list by Active or Retired at the top.

Tips

• Set up a $0 plan for trials or drop-ins so you can still invite people and track them.
• Feature the plan you most want to sell — see Featuring your best plan. Prospects gravitate to the highlighted option, so pick the one that's genuinely the best value rather than simply the most expensive.
• To raise prices without affecting current members, edit the plan's price — only new signups pay the new rate.
• To raise prices for current members too, move them to a higher-priced plan — see Raising prices for existing members.

Troubleshooting