Hi, welcome to Quoox University.
In this video, I’m going to cover off how to create a membership when you distribute weekly credits to your members. So this is a common use case for a lot of our facilities that are using Quoox, where they might provide 1, 2,…, 10 credits a week, but they are distributed weekly. So I’m going to show you how to manage that through the platform.
So we’re going to start by going to my.quoox.com. We’re going to log into our dashboard. And then we’re going to go over to the menu on the left, and we’re going to go into Settings.
Now, if you’ve been following through my videos, you’ll know that it’s best to create a credit pack first, so then we can attribute it to the membership later.
So we’re going to start in credit packs. Now we’re going to add a new credit pack and we’re going to go through the steps together. You’ll probably have seen me bang on about giving the credit pack a name that you’ll recognise when you’re then attribut-toot-ing. Attribut-toot-ing? Attributing it to a membership. So if it’s a weekly credit pack distribution, let’s go ahead with 4x credits per week. And then we’re going to go ahead and look at the number of credits issued. Which, because it’s weekly and we’re going to distribute them on a four weekly basis. We need to do the math, which I’m shocking at, but we’re going to go for it anyway. And we’re going to do 16 credits issued.
You may want to have a purchase cost attributed to it for the sake of the demo I’m going to put zero, and I’m going to put zero on to tax included. And then you have the options of when the credit packs become valid.
So you can either select after first use, or booking, or immediately. I’m going to leave it as immediate. And then we pick how long the credits are valid for. So you’ve got a fixed period, end of the month or no expiry. So for this we’re going to choose fixed period. Because we’re looking at distributing these, distributing, these credits weekly, but on a four weekly basis, we’re going to do the fixed period for 28 days. So every 28 days, they’re going to get another 16 credits, which is equal to 4x credits a week. I hope that makes sense. I hope you’re keeping up with me here. It can get confusing, so bear with me.
Then we can select, as always, which sessions the credits are valid for and also which venue. So for the sake of this demo, I’m going to say it’s valid for all of the sessions that I’ve got in here. And all of my venues. So it’s a cross-venue membership. Once I’ve selected those options, And I’m happy with how I’ve set this up, I’m going to click Save. So just to recap, we’ve created a credit pack for four credits per week, where the member will get 16 credits every 28 days. Okay?
Now we’re going to go and create the membership plan to add that too. So we’re going to go back into our secondary menu, click on membership plans, and we’re going to add a new membership plan.
So again, for the sake of the demo and making my life easy, I’m going to call this 4x credits a week. Feel free to get more creative with your memberships. You might not have as many as me or others on your system yet, so you can call them what you will. But this really does help if you have a few and saves a lot of carnage. So here is where you can add a description for your membership. It’s really useful that you do this. You’ll have seen this on my creating a membership video. This is what will show up when people are signing up or looking into it. So the more detail that you can give the better.
We’ll leave what type of membership this is because it’s a membership. And then we can decide when the membership will start. So again, we have different options here. We’ve got immediate, upon first booking, the first of the next month or on a specified date. So we’ve given you the options to make this as relevant to your facility as possible. You can have a look at what these options mean in my creating a membership video on the course, but for the sake of this demo, we’re going to stick with immediate.
We then also have our tick box options at the bottom where you can select which ones are relevant to you, or you can leave them blank if they’re not. And again, you can get the meanings for all of these boxes in the creating a membership video. So go ahead and watch that if you haven’t already.
Once we’ve set that up as we wish we’re going to click Save.
And what you’ll see is that the membership has now been successfully created and we have two new tabs. So we have the option to add payment plans and deliverables.
So let’s start with the payment plan. Obviously as it’s a new membership nothing’s been added. So we’re going to click on the nice green button and Add. And again, broken record, but we’re going to call it 4x sessions a week or 4x credits a week. We can follow on with our description here. You could copy-and-paste, save yourself some time. But now we’re going to go through the payment plan for getting those 4x credits a week.
So, the subscription issue period is how often the credit packs are issued. So, every 28 days. And you can repeat this as many times as you want. If you want to repeat that every, like, for the course of the year, you can repeat it 12 times. If you want to put it in for once, you can put once. And then at the bottom, there’s an option to auto renew expiry. So it might be that it’s a 30 day, or 28 day in this case, rolling membership and the auto renew expiry will just continually renew the credits every 28 days. So that’s how often your credits will be distributed. That’s completely up to you.
If you have any questions on how best to do that, don’t hesitate to get in touch via creating a ticket in your Quoox platform or going to support.quoox.com.
Now we specify around the membership, what the joining fee is, if you have one and what the recurring fee is for the membership. So, if you wanted to add a joining fee here, you could, but I’m feeling nice today, so I’m not going to have a joining fee for this membership. And then the recurring fee is how much they’re paying for the membership per month. So let’s say for argument’s sake, it’s £50 and the tax is 20%.
Now we can select how often that recurring payment will be taken. So we have different options here. We’ve got once, daily, weekly, or monthly. Now it might be that you distribute your credits every four weeks or weekly. It depends on how you want to then reiterate that to your members. But you want to take the payments monthly, like most facilities do. So under monthly, you have three different options. You can either have it recur every one month on or close to the payment anniversary. So when they’ve signed up, that’s when their payments will come out. You can have it every one month on a specific day. So maybe the first or the 15th are very common. Or you can have it recur on every one, two, three, or four, whatever you want. First, second, third, fourth, or last currents of specific days. So now I’ve confused you some more, I’m going to pick recur every one month on the first. Okay? And this is just relevant to when their membership payment will come out. It doesn’t affect how often they get their credits. We’ve set that up separately.
At the bottom, as I’ve already mentioned, I’m going to leave it as ticked for auto renew expiry, and I’m going to click Save. So to be clear, what we’ve done now is created a credit pack that issues 16x every four weeks. Which is equivalent to 4x credits every seven days or every week.
We’ve now added a payment plan that had our distribution schedule for the credits and then our payment schedule for the monthly membership payment. Now we’re going to put it all together and we’re going to add in deliverables the credit pack. So we’re going to click the green button that says, Add a credit pack. It very nicely opens up in the same tab and it gives us the option to select from a dropdown.
This is where you’ll see why it’s really useful to give it all the same name, cause you know which one you’re picking. And I’m going to pick 4x credits per week because that’s what we set up. So I’m going to add that credit pack. I’m going to click the tick under actions, and then I’m going to scroll down and I’m going to click Save.
That’s now brought us back to our membership plans list because we have competed creating the membership.
If you have any questions on how to create a membership that is useful for providing weekly credits to your members, please don’t hesitate to get in touch. You can either get in touch via your Quoox platform and raising a support ticket, or you can watch my other videos on support.quoox.com and follow along the course in the university. I hope that’s helped. And I look forward to seeing you on the next video.