This option allows you to sell a certain amount of months upfront with a delay to start recurring monthly payments that auto renew. Let's review basic setup details first then below we cover the specific details to setup this type of option.
- Make sure that you are adding this membership option to a membership category -- such as Tiny Tigers or Kickboxing Fitness -- instead of making each membership option its own Category.
- The Agreement section of the Membership Category is where you can provide legal language for customers to sign, agree to your month to month agreement term, the auto-renewal policy, and cancellation procedures (consult your legal representative for help with your agreement).
When users register for any membership, a copy of the agreement that they sign and accept will be attached with their registration confirmation.
Click on #5 Membership Options within the Membership Category set up to add a new Membership Option.
Click "Add Membership options".
Now see below for setting up a 6 months down payment, with monthly payments to start on the 7th month and auto renew from there.
Be sure to provide simple and clear descriptions for users in the Details section shown below. This way, they know exactly what they are buying.
Then setup payment details as follows:
#1 - Use Open Enrollment Structure for auto renew
#2 - Put upfront cost as sign up fee. 6 months x monthly rate = total
#3 - Add monthly membership fee (slightly lower than perhaps your normal monthly plan to add value for more commitment)
#4 - Recurring frequency set to monthly
#5 - Pro-rate first payment to batch all recurring payments to the first of each month(charge first payment at time of registration or on start date - either works)
#6 - IMPORTANT: Choose YES to Delay recurring payment start date. Select 6 months.
Be sure to save. Then test purchase process through option URL link to verify all looks good.