Hi and welcome to Quoox University.
In this video, we’re going to be going over how to create a weekly membership and also create a credit pack that can be attributed to that membership. So first of all, once you’ve logged in, you’ll be brought to your dashboard here.
And from our left-hand side menu, we’re gonna want to go to settings. And from settings, we’re gonna select Credit Packs, and we’re gonna select Add Here to create a new credit pack.
Now, we want to give this a name that is easily recognisable, easily identifiable, and we know what it does. So we’re gonna call this our four credits per week, total.
Now, how many credits do we want to be issued? As we’ve said, it’s gonna be four credits per week over the course of a month, and we’re gonna put in there, ’cause we’ve got four credits and four weeks.
Now, our regular cost is if this was to be purchased on an ad hoc basis by someone without a membership. So for example, for someone without a membership we may want to charge them a little bit more.
So in this example, I’m gonna put . And then cost with membership, if it was to be purchased by someone who’s already an existing member with us we’re gonna put that to , and we’re gonna include our tax here as well.
Now, when do we want the credits to become valid? We’ve got two options here of immediately or upon first use. For the example of this, we’re gonna select immediately, ’cause we want them to be able to book and have those credits right away.
Now, how long do we want the credits to be valid for? We’ve got a couple of options here of a fixed period, end of the month or no expiry. Now, as we’re issuing four credits each week over the course of a month, we’re gonna select a fixed period. And then in our fixed period, we’re gonna change that to days.
And I’m just gonna select that there for days. Now, which sessions do we want the credits to be valid for? In this example, I’m gonna select all of my sessions by using the box up here, valid for any session. And which venues would I like this to be valid at? I’m gonna select all and press save there.
So, what we’ve done is we’ve created a credit pack that issues four credits per week, total, over the course of four weeks, for a fixed period of days. We’ve created the credit pack, so now we need to begin creating our membership. So again, from our left hand side menu, if we select settings, and then we select membership plans, what we can do is we can begin to build out our membership plan.
So again, we’re gonna use our green add button up the top here. And what are we gonna call this membership? Again, we always recommend to call this something that’s easily recognisable and you can easily tie it to something. So we’re gonna call this credit pack, credit pack four weekly membership, total. Now, we can describe our membership here to our customers, give them a little bit of insight into what this membership is about and what it’ll give them access to.
So, all session access across all venues, four sessions per week. Now, what type of membership is this? We want this to be a regular membership. And when do we want this membership to commence? We’ve got a couple of options here. You can select one that best suits your venue. We’ve got immediate, upon first booking, first of the next month, or on a specific date.
We’re gonna select immediate in this example, and then underneath here, we’ve got our four options. As you may have seen in the previous video, we’ve got provides unlimited session access. Is this a trial membership? Do we want to limit this to one per member? Or do we want to make this private, so that no one can see and purchase this membership? In this example, I’m going to be leaving all of these blank, and I’m gonna press save.
Now, by pressing save, I’ve got two new tabs up here for payment plans and deliverables. We’re gonna start with creating our payment plan, and we’re gonna use the green add button here as well. So, what do we want this payment plan to be called? We want this to be something that is, again, easily recognisable to us and we know what it does. So we’re gonna call this our monthly payment plan.
Again, we know what this is and we know what it’s used for. Now, in here we can begin to select our period length for the membership. So again, we want this to be relevant to the credit pack that’s tied in with that membership. So for our period length here, we’re gonna put in , and we’re gonna select days.
We’ve got a couple of options here of days, weeks and months, but in this example, we’re gonna keep it to days, as we know that our credits are issued every days. The number of times we want this to be repeated, we’re gonna go for .
So this cycle will occur X times before the membership then ends. And here, we can specify a joining fee. So for this example, we’re gonna put this as zero, as we’re feeling extra generous. And for our tax as well, we can put that as zero, ’cause we haven’t got a cost here. Now, we’ve got a recurring fee.
So how much do we want ’em to be charged each month for this membership and for the credits that are attributed to this membership? We’re gonna keep this to , and we’re gonna put a tax in again of . Now, here we can begin to select how often we want the reoccurring payment amount of pounds to be taken. We’ve got a couple of options here of once daily, weekly, or monthly.
Now, the options that you select for the recurring payment will be separate to when the credits are issued. So, we’re gonna select monthly, and we want this to recur every one month on or close to the payment anniversary. Or do we want this to recur every one month on a specific day? Or do we want this to recur every one month on the first, second, third, fourth, or last occurrence of a specific day? For this one, I want this to recur every one month on the first day of each month.
We’ve also got two options down here. We’ve got our auto renew at expiry, and we’ve also got is private. Auto renew at expiry means that once this cycle has occurred times, it will then recommence and that membership will still be active and recur again for another cycles. We’ve also got the is private option down here.
Again, restricting the visibility of who can see and actually purchase the membership plan. We’re gonna leave there is private blank, and we’re gonna keep auto renew at expiry ticked, and we’re gonna press save. Now we’re gonna go into our deliverables tab, and as we can see, we can add a credit pack here from the dropdown.
We can select add credit pack, and we can select our credit pack here. Now we know it was four credits per week, total, so we select that from our dropdown and we press the tick here to save that.
Now, we’ve tied our credit pack in with our membership to make sure that this is all confirmed. We want to press save down here, just to make sure that that’s all there in place. Thank you very much for watching.
That was how to create a credit pack for a weekly membership.