Membership Plan

Feature

To create membership plans.

Navigation

Pre-requisite

• Plan Type
• Price List
• Facility
• Free Service with Fixed Session Item
• Discounted Service Category Item

How to create

1. Open Document: Open New Membership Doctype.
2. Select Type: Select the Plan Type.
3. Enter Name: Enter the Plan Name in the following format: [Plan Type]_[Plan Name]_[Allowed Members]_[Duration] (ex. Club_Silver_Single_Annual).
   Note: Item Name and Item Code will automatically get created having the same name as the Plan's Name. If not, one can manually do it.
4. Duration: Enter the Duration in Months.
5. Billing: Select the Billing Interval.
6. Capacity: Select the Max Allowed Members.
7. Duration Confirmation: Enter the Duration in Months (verify).
8. Discounts (Renewal): Enter the Renewal Discount % if needed.
9. Discounts (Corporate): Enter the Corporate Discount % if needed.
10. Suspension: Tick the Allow Suspension box if the plan is of 6 months or greater.
11. Item Details: In the Item Details section, select Club Membership in Item Group.
12. Price List: Select Membership Price List in Price List.
13. Rate: Enter the Rate.
14. Free Benefits: In the Free Benefits section, select the facilities according to the plan. If there is not any facility as per the plan, leave it blank.
15. Fixed Sessions: In the Free Service with Fixed Sessions section, select the service and enter the number of sessions. If there is not any such session as per the plan, leave it blank.
16. Discounted Service Category: In the Discounted Service Category section, select the item group and enter the discount percentage. If there is not any such service as per the plan, leave it blank.
17. Terms & Conditions: In the Terms and Condition section, enter the terms and conditions.