This article goes over a set up plan for memberships if your business does discounts per family member.
Table of contents
Permissions and accessibility
Staff access:
- Admin
- Full access
- Manager
- Can access setup, but cannot make changes
- Staff
- No changes
MyStudio plan restrictions:
- None
Setup
The key to setting up a family plan is to have a program specified to it or by utilizing the custom payment plan option in the staff point of sale. If creating a family plan program, we recommend marking this program type as private to avoid customer registration errors and invalid registrations. Make sure to title the program “family plan” or similar so that you can keep track of it.
Our system requires each individual to have their own registration in order to track attendance, ranks, and keep your analytics accurate. There are a few options at your disposal based on how you may offer discounts.
Example 1: different priced options
Scenario:
Your business has a family plan where there is a $100 sign up fee for the family, the first two members each pay $150 per month, then each additional family member after the first 2 members get $50 off.
In your family plan program, you create membership options based on the individual registrations. Option 1 would be the cost for the first participant, option 2 would be the cost for the second participant, and so forth.
This would look like:
|
1st Participant |
2nd Participant |
3rd Participant |
|
|
|
|
Example 2: discount codes
Scenario:
Your business has a family plan where registering 3 members gives a 10% total discount, 4 members gives a 25% total discount, and 5+ members gives a 30% discount.
This option will utilize discount codes applied to each member. Again, create membership options based on the individual registrations - 1st participant, 2nd participant, etc. Each option will have the same cost for the membership fee, and only the 1st participant option will contain a sign-up fee if you have one.
You will then go into step 4 of each membership option and add the discount codes for 3 members, 4 members, and 5+ members.
This would look like:
Example 3: custom payment plans
When customers want to register for a family plan, the easiest way, and the way we recommend, is to have family plans only available to register in-studio. This way a staff member can take control of the registration process to ensure it’s completed successfully. Utilizing in-studio family plan registrations also gives you the option to register members from the staff point of sale using custom payment plans.
This allows you to simply create the payment plans from scratch based on the program the family member wants to register for. For example, the child could still be labeled as part of the Tiny Tigers program, but with a custom payment plan according to your family discount.
To create these, we highly recommend familiarizing yourself with our different program types. Check out our article here: Programs.
Registrations
As stated prior, when customers want to register for a family plan, the easiest way, and the way we recommend, is to have family plans only available to register in-studio. This way a staff member can take control of the registration process to ensure it’s completed successfully.
However, if you would like members to register for these themselves, you can send the family plan program URL via email. The family would then make each individual registration, following the numbered options. If you use discount codes for this plan, be sure to include that detail in the email, telling them which discount code to use at each checkout.
Important: If you include discount codes and send the information via email, you may want to consider changing the title of these codes periodically so that the registration links and discount code information cannot be easily shared from one customer to another who may not qualify for the family plan.
Single payments
Our system requires each individual to have their own registration in order to track attendance, ranks, and keep your analytics accurate. However, we recognize that customers may insist on only doing one payment for all registrations and monthly payments.
Note: We do not currently recommend this option with the way our system operates, as it can affect your analytics and cause more work for you down the line in cases of cancellations.
In order to have a single payment, you would need to register the first participant via the custom payment plan option in the staff POS with the membership fee being the full total of all registrations. Then, register each additional participant with a $0 membership fee.
Example:
Scenario:
A family of four is trying to register. Your business offers a 20% discount per month for families registering 4 or more. Monthly payments are normally $100, so the normal cost of all four members would be $400, but is discounted to $320 per month.
Using the custom payment plan in the staff point of sale, register the first member to their desired program. Enter any sign up fees if you have them, then enter $320 per month for the membership fee. After registering the first participant, register each other family member to their desired program, but enter $0 for both the sign up fee and membership fee.
This way, each participant has their own registration, but the total monthly payments are only on the first member’s registration.
Important: This will create more work for you down the line if the participant who has the payment attached to them cancels, but the rest of the family stays active. Our system does not allow editing $0 membership fees.
Instead, if that participant cancels, you will need to go into one of the other participants’ registrations > payments > add payments. You would also need to update the payment method for that registration.
Our system also does not allow entering indefinite additional payments. So if the family is on an ongoing membership, you would need to add a lot of payments and remember to add more when they are about to run out.