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1. Intro to Package Setup
2. Step 1: Member Services
3. Step 2: Packages
4. Step 3: Terms
5. Step 4: Taxes
6. Step 5: Member Service Commission
7. Step 6: Sales Commission
8. Step 7: Pay Period Admin

Topic: To explain and explore the Member Services section of Club OS’ Package Setup.

Purpose:

The first step of the process is creating Member Services. Member services are the types of sessions offered by a club beyond basic membership. (Example: PT 30, GT 60, Yoga). These services are then sold as ‘packages’ -comprised of either one solitary service or several grouped together. Each package must contain a member service. From here, the services can be booked onto the Club OS calendar. 

Procedure:
Begin by clicking the Member Services tab of Package Setup.

  To add a new service to the list, click the ‘Add Member Service’ link.

This will take you to the ‘New Member Service’ page, as seen below.
         
                     

The Member Service setup page is comprised of two parts:

1. New Member Service
2. Member Service Commission
   

Here, the page has been broken down for easier notation. Fill out the fields as needed. (Red boxes are mandatory.)

A. New Member Service

1. Regions:This box will show all the locations that a User has access to. 

   Note: If a service is to be assigned to all locations, this can be done by selecting all locations simultaneously.

2. Name:  The name of the new service. (Ex. ‘PT 30’)
   
   
3. Description: Explains the service briefly.

                       

        a) Personal Training: A service for a single attendee.
        b) Group Training:Any service intended for 4+ attendees.
        c)Small Group Training: A service set up for 2-3 attendees.

        d)Class: A service offered to members included in the price of membership. Examples include yoga, spin, kickboxing, and Zumba.

        e)Fitness Consultation: A service set up for an individual to attend prior to purchasing PT. Note: Typically a free session; still, trainers can be paid via commission.

        f) Assessment: A service designed to measure the results of an individual’s personal training.

4.  Event Type: Categorizes the event.

5.  Unit Price:  The cost of a single service (event).

6.  Unit Price Min: The minimum cost for a single service (event).
    Note: This exists in the event that a club practices either negotiation or  
    promotion.
    Negotiation Example: In using this, staff can ‘seem’ to be discounting Members,  
    say, five to ten dollars off the service’s regular price. By installing a Unit Price  
    Min, then, staff is informed of exactly how ‘low they can go’. If disinterested in
    negotiation, simply re-enter the new service’s stationary Unit Price here.
    Promotion Example: By selling differently priced sessions within a single
    package, staff can appear to promote variations on a session’s cost. For
    example, whereas a package purchased week-to-week might cost $40, with Unit
    Price Min, staff can push an alternative $35 package purchased at, say, twice a
    week.

7.  Duration: Decides the duration of a session.
   
                   
   

8.  Expiration Duration: Decides the duration of a Member's access to purchased  
    sessions.
    Example: In the instance of a six-month expiration window, for sessions  
    purchased by a Member on 3/27/16, those sessions will expire 9/27/16.
    Meanwhile, if the same Member pays their next expected bill on 4/27/16, those  
    newly paid sessions will expire as of 10/27/16. (Note: Overlapping durations is
    a common occurrence.) 
                  

9.  Tags: Currently not in use. 

10.  Taxes: Allows the addition of any tax (ex. Sales Tax) to a service.
     Note: Tax options will only appear if they have been previously arranged in  
     Package Setup’s Taxes section.
    

B. Member Service Commission

Here, staff can design the default commission for trainers who will later lead this session. While it is possible to override this value for specific trainers, that is a task one would complete in Member Services Commission.

11. Effective Date: The date in which the commission first takes effect.
    Note: In the event that a Member Service Condition is changed in the middle of a current payroll, that change will not be effective until the following payroll.

In terms of ‘how much’ and ‘upon what merit’ a trainer gets paid, there are three options:

12. Per Event & Per Attendee
    This opens staff to four options:    

         12a) Payment Per Event: Here, the trainer is paid a flat rate -unaffected by the
                amount of Members who may either show up for or skip a session.
                Note: The flat rate is not determined by a session’s price.
                Example: Flat Rate is useful in the event that a club offers free services
                led by a trainer still needing pay.

         12b) Payment Per Attendee: In this, the trainer is paid per arrived attendee.

                              

                Note: As this option is defined by less dependability, an Admin must now  
                also opt between one of two sub-theories in terms of awarding payment: via  
                flat rate or percentage. In both cases, fields appear for you to populate.

                                              Example #1: Flat Rate

                                              Example #2: Percentage

                             

         12c) Payment Per Event AND Attendee: In this, a Club Admin can arrange for
                trainers to be paid for both A) managing the event; and B) every attendee  
                they were responsible for leading. This is accomplished by filling out both  
                sections.

Upon completion, if a service is ready to be used, click ‘Save and Activate’. If not, click ‘Save as Draft’. Note: A package can not be activated unless a member service attached. (However, a service-less package can still be saved to 'Draft'.)

Both options will post the service into a section of the Member Services homepage. Activated services will list under ‘Member Services’ whereas drafts can be found under ‘Draft Member Services’.

Step 2: Packages >