Follow

Marking a Membership Option as ACTIVE or INACTIVE

If there are any Membership Options within your database that you would like to keep for future use, but hide within your Zen Planner system, you now have the ability to mark them as INACTIVE.

Marking a Membership Option as INACTIVE is a purely cosmetic action intended for increased simplicity in your setup menus. It will not impact any existing memberships. This is a great alternative to deleting a membership option, which will distort existing memberships as well as your reporting.

HOW TO TOGGLE BETWEEN ACTIVE AND INACTIVE MEMBERSHIPS

When you navigate to Setup > Membership Options you will see a column for Membership Status on the right-hand side of the page. This will automatically bring up all of your ACTIVE Membership Options. 

In the upper right-hand corner, there is a drop-down list that will allow you to toggle between active, inactive, and all memberships – see different views below.

UPDATING EXISTING MEMBERSHIPS

To modify the status of an existing membership option, click on Setup > Membership Options > Click on the option that you want to change. The Membership Status section has a checkbox that will indicate if the membership is available throughout Zen Planner (box is checked), or is not available throughout Zen Planner (box is unchecked).

If the ‘Active’ checkbox is selected, more options will appear below (the Staff box will automatically be checked when ACTIVE is selected)

  • Staff (Studio, Front Desk, Staff App)
  • In Gym (Kiosk App)
  • Online (Member Connect, Member App)

Each option can be turned on or off by checking the box for increased customization.

The Staff field determines whether this membership option will be listed on the +Add a Membership page in the Studio, on Front Desk and on Staff App (both tablet and mobile). Remove the checkmark when you don't want staff to have access to sell it.  A good example of a membership you may not want Visible to staff would be an add-on only membership.

The In Gym field determines whether this membership option will be available if a member tries to purchase a membership through the Kiosk App on the Select Membership page.

The Online field determines whether this membership option will be available for your members to purchase when they are away from your gym either through the Member Connect Site or on the Member App.

 Still have questions? You can reach our Support Team at help@zenplanner.com or at 866-541-3570.

 

 

 

Was this article helpful?
2 out of 2 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk