Subscription plan are recurring plans such as Weekly, Monthly, or Yearly that clients can buy to enroll in classes. These may be called as fees or packages. A client may enroll in 1 or more classes upon purchasing a plan from the classes assigned to this plan.
To Add a Subscription Plan
- On the Home page, click the ➕ icon located next to Plans in Quick Actions.
- Enter Basic details
- Plan Title such as Weekly, Monthly, or Yearly.
- Duration of the plan – Specify the length of the plan (e.g., 3 days, 1 week, 3 months, 1 year). You can select units in days, weeks, months, or years.
- Plan amount – Enter the fee amount. If a default tax rate is set in your settings, you’ll see options to apply tax (‘With Tax’ or ‘Without Tax’). If you select without tax, the amount payable would be the amount entered + the tax rate entered in Settings.
- Enable payment in installment (Optional)
If you allow partial payment, you can specify the installment amount along with the number of installments. At the time of adding a client to this plan, these values will be used as default. You will be allowed to change this value or collect in full. - Session Management (Optional)
Next, if you wish to set a limit on the number of sessions available to the client, toggle on ‘Limited Sessions’ and enter the maximum number of sessions they can attend (e.g., 10 sessions in one month). While marking their attendance, you’ll be able to see how many sessions they have completed so far. - Due Date (Optional)
Enable this if you wish to set a default due date calculation method when you add client to this plan. Due dates are used for sending payment reminders, applying Late fee or if you just wish to show it to your clients on invoices and reminders. There are 2 ways you can setup due date – Enter n days after the subscription start date or a fixed date every month. This value is used as the default value. You can change the due date while adding a client subscription. - Renewal Settings
If you want the clients on this plan to be automatically renewed at the end of their subscription, enable the ‘Auto-renew’ option. Clients enrolled in this plan will have auto-renew on unless you manually turn it off for their subscription. If you selected limited sessions above, you can choose to renew either on the last date of the subscription or on the day they used their last session, whichever comes first. - Makeup Sessions
Enable if clients can attend alternative classes for missed sessions.
Set a maximum number of makeup sessions a client can avail under this plan. You are provided an option to give a makeup session while marking attendance if enabled here.
You can allow the clients to join classes for makeup based on your requirement:- Classes the client is enrolled in – They can attend a makeup session in the specific classes they are currently enrolled in.
- Classes assigned to the plan they are in – They can attend a makeup session in the classes that are assigned to this plan even if they are not enrolled in the class.
- All visible classes – They can attend a makeup session from all visible classes.
If enabled in Settings, the clients can themselves choose the class they would like to attend on the Connect app.
- Plan Visibility:
Choose what type of visitors can view the plan on the spyn CONNECT Page.- Clients of that plan – only your logged-in clients can see the plan details on the spyn CONNECT page/app.
- Everyone – all visitors to your spyn CONNECT page can see the plan. They need not be signed in.
Useful if you have discounted plans that you wish to keep hidden.
- Restrict Start Date for Online Booking:
Useful when online booking is enabled in settings.
Enable the Restrict start date option when client books online if you need them to start their sessions on specific days. This option is available if, under settings, you have enabled the option of online class booking for clients on the spyn CONNECT page. The different types are:- Periodic – Example – If you wish that all your clients’ subscription should start on the 1st of every month, then enter 1 here and select the month option. When a client books a class online using this plan, they will be made to select start date from a list of dates that are 1st of every month.
- Use default value from settings where you can set the start dates you wish to enforce for purchase of all subscription plans.
- Specific Date: Manually set 1 or more start dates for clients to select from.
- Additional Settings:
- Enter the total number of classes that clients can join while buying online. For ex, a Monthly Silver plan may allow the client to enroll in 1 class, a Gold plan in 2, and a Platinum plan in 3 classes.
- Write instructions and notes about the plan to be sent to clients via email once they subscribe to the plan. For ex. “Wear non-marking shoes” or “Get your own gear”.
- Add label: Label can be used to group your plans. For example, label all plans for Advance level as Advance Level. On Connect app and page, you can show these plans with label filter and the website visitors will be able to filter using Labels. You may group by levels, duration, etc. to make it easy for your clients to filter and find them.
- Click on ADD button to add the plan.
- Next, Assign class to the plan
- Select one or more classes to assign to the plan that your clients will enroll in.
- While adding clients to this plan, only the classes assigned to that plan will be shown.
- Click on SAVE .
Click here to add one time plan and here to add trial plan.
💡 Tips & Shortcuts
- Clone Plans: Quickly duplicate a plan using the “Clone” option (3-dot menu on the plan list or details page).
- Use Labels Smartly: Group plans by level, duration, or goal to make them easier to find and manage.
