The Presentation spoke has configurable tabs to customize each plan

Tabs options available vary between Plan Directories (i.e. Agreements and Passes do not have the Status Change Forms Tab)

Basic Settings

Public Title - This is the public title of the plan displayed in your storefront

Short Summary / Edit Short Summary - The short summary is displayed underneath the public title and in your storefront (image above), and on hover in the calendar view. 

Has Booking Page -

• Enabled
  • Must be enabled for customers to book online
• Disabled
  • If disabled you can still display the plan online through a storefront
    • Displays the Short Summary Only

Show Custom events - Custom events added to the calendar will be displayed online and can be booked

Show Instructor Names - Show the first name and last initial of the instructor assigned to a course or session.

• Assigned Staff can be set:
  •  globally for the program in the Schedule Spoke, Default Staff name will appear on all instances of the program.
• Calendar
  • Edit Course, Changes the assigned staff for the course duration (8 of 8 sessions)
  • Edit Session, Changes the assigned staff for that session only

Hide Availability - Enable if you don't want to show the number of available spaces for the course. 'Available' will be displayed instead of 'X spaces available' where X is the number of spaces available.

Booking Page Image - Set the image that displays with the Plan in the storefront grid, short summary, and next to the booking page header.

Booking Page Markup

Booking Page Header

Displays first on the online plan booking page.

*Information from the short summary is not visible on the booking page.

If you want the information from your short summary to also display on the booking page you can enter it into the booking page header. 

Booking Page Footer

Displayed below the Booking Page Sections and above the available calendar.

Booking Page Sections

Displays between the Booking Page Header and Booking Page Footer.

Allows you to create tabs on the booking page to separate out information.
This can be used in a variety of ways including: Related Courses, Curriculum, Terms and Conditions, etc...

Status Change Forms - Freeze, Thaw, Terminate

Here you can add custom text to the Thaw, Freeze, and Terminate forms presented to the customer via the customer portal if the contract allows them to select these options.

You can also enable or disable the ability for customers to input a freeze end date.

These forms are automatically updated on the customer’s account. If Additional Comments are added, a ticket is automatically created and submitted to the staff for review.

The list of Cancel/ Freeze/ Thaw reasons shown on this customer facing form are configured in Manage > Organization & Facility Settings > Lists

Freeze

A Freeze will begin at the next bill date. It will not begin immediately or refund a prorated amount. 

Allowing a Freeze is configured within the Freeze Terms Spoke

The custom text will display here - this is the popup your customer will see in their customer portal when they click to Freeze their recurring membership:

Thaw

A Thaw will take place immediately and prorate the customers monthly dues just like they are signing up for the first time. 

You can add custom text to the Thaw popup as well. It will display when a customer presses “Thaw” for a membership in their customer portal (See image under Freeze above for general example of what it will look like)

Terminate

Termination is allowed/disallowed in Plan Settings > Termination Terms

You can add custom text to the Terminate popup as well. It will display when a customer presses Terminate for a membership in their customer portal (See image under Freeze above for general example of what it will look like)

Cancellation Form

  If you allow cancellations, see cancellation spoke article, 

Contact Us Form

The Contact Us Form allows customers to message the facility directly. This creates a ticket within Redpoint HQ for your staff. Customers will be able to see all of their tickets and the status. For  more information see the tickets article.