Offering memberships is an easy way to manage payments for appointments and classes.
Pass cards are often used in allied health settings due to the requirements for invoices for private health insurance claiming.
Pass cards can be set up as packs, such as a 10 pack or 20 pack of classes or appointments. Pass cards can also be set up as a recurring membership allowing for membership styles such as 2 sessions per week.
The benefits of using a pass card:
Allow for customisation of a specific number of classes clients can attend over a certain period of time
Customisable for locations, appointment or class types and off peak hours
One off or reoccurring options when your business is integrated with Stripe
Automatically sends an itemised invoice when the client checks into class suitable for private health insurance claiming.
How to create a pass card
To create a new pass card membership go to Settings, click on Appointments, Classes & Memberships, then select Membership Types.
Then click on the box Add New Membership.
Membership type - there are four different membership types, the pass card memberships are in bold below:
Single membership
Pass card
Recurring membership*
Recurring pass card*
You can read more about the membership types here. *The recurring membership options will only appear if you are connected to Stripe.
TIP Once you choose a membership type, you will not be able to change it after the membership is created. All other membership details can be changed at anytime.
Membership title - is the name of the membership you are creating. This name will be visible to clients and will help them decide if it is the right membership for them. For example: 5 class pass, Unlimited Group Class Membership, Off-peak Pilates Membership etc
Session type - You can choose for the pass card to cover either appointments or classes.
Location accessible - you can choose for the membership to cover classes at a single location or multiple locations.
Membership expiry
The expiry is when the membership will become inactive. All expiry dates are calculated from the start date of the membership. You can choose an expiry time frames of days, weeks or months.
Pass card membership (Pass expiry unit/time) - the membership will become inactive after this time, or after the attendance has reached its limit, whichever comes first.
Recurring pass card membership (Pass expiry unit/time) - the membership will renew and the client will get charged the membership price after this time. If there are unused classes at the time the membership renews, they will be forfeited and no longer able to be used by the client.
Billing Information
Billable item - the billable item is the price of the membership.
Update price for those currently on membership - if the price in the billable item is updated, and this is set to No, then those clients who already have this type of membership will not be charged the new price of the membership in any future recurring billings. This option is for memberships that are "grandfathered". Any client who purchases this membership for the first time will pay the new price.
If you choose Yes all new purchases including renewals will be at the new price.
Classes or Appointment included
Classes or Appointments included - you can select the classes or appointments covered by the membership.
Off-Peak membership - members will only be able to use the membership to cover classes during off-peak times.
Discounts/Purchases
Discounts applicable - if selected, discounts and discount codes can be used to discount the membership price.
Concessions applicable - the membership will discount to the concession rate of the billable item linked to the membership if the client has a concession.
Can only be bought once - this membership can only be purchased by a client once through the Pogozo mobile app. This setting does not limit the business from adding the membership more than once to the client's profile.
Contracts and Waivers
You will need to allocate a contract and a waiver to each of your memberships. If you have not created contracts and waivers , you will need to do so before you can create a membership.
Once you have completed the fields, be sure to go to the bottom of the document and click on the Create New Memberships button. You can also head to the top of the document and click Save Draft if you want to come back and finish it later.