For whom
Clubs billing members on a recurring basis or via membership plans.
Number of steps
3 steps
Steps
1
Design a simple plan structure
At the start, a few plans that match the main training variants are enough. Too many options complicate sales and operations.
2
Attach the plan to the right group or profile
Decide whether billing should be based on the group, a family package, or a manual assignment to the participant profile.
3
Verify the plan change scenario
Before going live, verify what happens on plan change, suspension, or group change. This reduces later exceptions.