The Big Edit menu is the main settings menu for a plan.  Click Edit next to the plan title to open.  It is also the window that opens first when adding a new plan.

General tab

Name and Description

The Name field is a public-facing identifier.

The Description field is an internal description that is not customer-facing but instead shows under the plan name in the plan overview.

Category

Category options shown here are the Categories you have created in your directory. You can also click Sort in the directory to drag and drop.

Customer Badge

The Badges you created are shown here. Badges are optional and useful mainly for Memberships and Passes and certain Programs.

Contract Facility Transfer Policy

Home Facility vs. Contract Facility

• Home Facility is the facility set on a Customer’s record. Contract Facility is the location the contract is purchased for - even when a contract gives access to all facilities, it is sold through one facility, and this is the Contract Facility.
• Home facility can be viewed on the customer record. Contract facility is displayed on the contract.
• When a customer has a contract from a plan set to Follow, and their home facility and contract facility don’t match, an internal alert message is displayed on the contract and the customer record.

• Follow: This plan will adjust the home gym on the customer’s record to match the contract facility when purchased online or at a kiosk in the gym. Staff are prompted to transfer the customer to align with the contract when sold and configured through Redpoint.
  • Useful for billed memberships where you want their monthly dues delivered to their home gym. (Because the pay method bills through the home facility on the customer record, not the contract facility. The initial purchase online and at POS goes to the contract facility)
    
    
• Ignore: The plan will ignore the customer’s home gym. Useful for things like day passes, where you don’t want to transfer customers every time they buy a day pass.
  
  
• Prevent: Unclear when this would be used - use Follow and Ignore.
  
  

This Plan generates and attaches a document to the customer record toggle

This toggle, when ON AND assign an Attachment Type.  When you assign an attachment type, the Document Spoke contents will:

• Make a PDF document as an attachment on the contract AND in the Attachments tab of the customer record. 
• Allows you to attach a copy of the contract to the New Contract confirmation email (sent upon purchase)

Leave toggle OFF and Document config spoke will create a Hidden Attachment type on the contract.  Document is not surfaced in Customer record's attachments tab

Warn of Pending Contract End Date

Toggle On to alert the customer of the upcoming contract end date. This is useful for prepaid members to alert them of the need to renew.

Allow Unassigned Enrollment Spots

Toggle On to allow the contract to be made with a quantity of enrollment type but no customers assigned to the enrollment type.

Allow Guest Checkout

Toggle on to make guest checkout possible for this plan. NOTE: Additional configuration in kiosk storefront required to present the plan with guest checkout enabled. See HERE

Address Requirement

Zip: If selected, and the entered zip differs from one on the customer profile–the full address clears, and the zip code is added

Full Address: Updates customer record if it differs from what is shown. 

Calendar tab (program plans only) 

Toggle if the plan can be created as a custom course

Change text and background color for how it will display on your calendar

Facilities tab

Toggle the facilities where you want to make this plan available. This doesn’t specifically make the plan available at the facility but instead allows you to configure the plan for this facility in the Plan Configuration Spokes. 

Billing tab (Program and Membership Plans Only)

Select 'Prepaid' for a single upfront payment. Select 'Recurring' for billing on a scheduled period.

Recurring billing interval options: daily, weekly, monthly, fortnightly, monthly, or yearly. 

You then have three options for a Billing Source "day", which are configured, initially, in the Manage>Organization & Facility Settings>Facility: Gym Name>Billing,  Weekly and Monthly billing day are set here. Whereas, Contract Billing is set by the start of the Contract Day (Rolling Billing).

Enrollment Ranges tab

Here is where you select the enrollment types utilized in this plan and where you set the max/min ranges within a single booking.

Staff Notifications tab

Send emails for new and canceled contracts for this plan to specific email addresses.
If instructors are assigned to a program plan, they will get emails when these notifications are turned on.  Notifications send to the email on the staff persons customer record.

Will send for ALL contracts of the plan for all facilities where this plan is available.  Location specific notification emails are not yet possible.  You could send daily emails for new contract sign ups with custom reporting set up to be emailed...

Customer Record Updates

Here you can have this plan update the customer's custom attribute with a defined value. Can update Contract Holder, Enrollment, or Both.  For example, the Waiver Agreement Plan will should be configured to update the Waiver attribute toggle.

IMPORTANT: to make a toggle turn on, use the value 1.  See waiver example

To have a customer’s response to a question in a contract populate a customer custom attribute, use the Questions Spoke.

Termination Terms (recurring billed plans only)

Once a recurring billed contract is Active/Frozen, it can be terminated (Cancellation only occurs when a contract is confirmed but not yet active).

Recurring billed plans default to allowing termination until midnight before the billing date.  To keep that, do not make any edits to this tab.

To disallow Termination through the Customer Portal, toggle on ‘Disable Online Terminations.’

‘Restrict Relative to billing date’ allows you to stop accepting terminations x days before the upcoming billing.

Thaw Terms (recurring billed plans only)

Thaw terms allow you to set a minimum and maximum freeze duration.  

For example, if you require someone freeze for at least one month before thaw, set a minimum of 1.

If you restrict freezes to a max of 3 months, set the max to 3 billing cycles.  Leave at 0 to keep the end date optional.

If you do not want customers to select a freeze end date (make all freezes open ended) you can set that in the Presentation Spoke, on the Status Change Forms tab. 
Toggle On here to disable freeze end date.

Group Management Profile tab

On this tab you will assign the Group management Profile you want to use for this plan. 

Next, go to the Plan Configuration Spokes