Introduction:
Creating membership plans in GymOwners.com allows gym owners to offer structured, customizable options to their members—making it easy to manage client access, billing, and scheduling. Whether you're offering full memberships, challenges, or drop-in passes, having the right plans in place ensures a smooth onboarding and billing experience for both you and your clients. This guide walks you through the process of creating a new membership plan in GymOwners.com.
Process description:
You’ll define plan types, session limits, billing preferences, and other key settings. These options help tailor the plan to fit your gym’s unique needs—whether you're offering recurring monthly memberships, prepaid sessions, or free promotional access.
Prerequisites:
- A clear understanding of your membership structure (e.g., pricing, session limits, plan durations)
- Business tax rate configured (if applicable)
Gathering materials/resources:
Before starting, gather the following:
Plan name and category (Full Membership, Challenge, or Limited Time Pass)
Session and billing details
Tax rate (if applicable)
Any limitations or grandfathered conditions for legacy members
Step-by-step instructions:
- In the top navigation bar, click on Operational.
- From the dropdown menu, select Plan Management.
- Once you are on the Plan Management page, click on the Add a new plan button.This will open the Create new plan page, where you can input the plan details.
- On the Create new plan page, you’ll need to complete the following fields:
- Plan Name
- Membership Type: Full Membership, Challenge, or Limited Time Pass
- Format: Semi-Private, Large Group, Personal Training, Open Gym, or Other
- Grandfathered: Toggle on if this is an inactive plan still honored for existing contacts, but not available for new sign-ups.
- Unlimited Sessions: Toggle on if this plan should be able to booked unlimited sessions.
- Total sessions by period: Limit the total number of sessions that a member can attend within a defined period. (IE: 12 times every 28 days or 3 times every 7 days)
- Apply weekly sessions limits: Toggle on to set the session limit weekly defined as Monday through Sunday and by entering the weekly limit.
Taxable: Toggle on to apply your tax rate from your Business Settings.
- Auto-renewal: Toggle on to enable this plan to auto-renew on the plan's cadence until the client cancels.
- Billing Type
Paid in Full: How long is the plan? (days, weeks, months, years) + How much do you charge?
- Recurring: How long is the plan? (days, weeks, months, years) + How much do you charge? + Charging interval (Every X of days, 1st of the month, or monthly)
- Session Packs: Session pack price + Number of sessions
- Free: How long is the plan? (days, weeks, months, years)
Click Submit to save.
Tips and best practices:
- Use clear naming conventions to easily differentiate between plans. (e.g., “8x/Month - Recurring” or “Drop-In - Cash”)
Duplicate existing plans to quickly create variations for cash payments or limited-time offers.
Review session limits carefully to avoid overbooking or client access issues.
Use the "Grandfathered" toggle to preserve legacy pricing while offering new options to future members.
Next steps:
- Assign the newly created plan to a member.
- Edit or deactivate old plans as needed to keep your offerings clean and relevant.
- Use reporting tools to monitor plan performance and member engagement.