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Advanced Member Services


Here, we'll take a deeper dive into Member Services. Watch this video (5 minutes) or read below, to learn more about when and how to create a new Member Service.

Remember, a Member Service is a single unit of something like a class or a personal training session. Services are created in order to sell packages to your clients and schedule members for certain types of calendar events. When you create a Service, you assign certain characteristics to it, such as Service name and event type, default price, commission, and duration. Here are some examples of situations where you would create a new service.

Different Service/Activity Type

If you offer different activities at your club, you should create a separate service for each of them. This will help keep packages and agreements organized, and schedule clients and staff for the right events. Make sure that each Service you create in Club OS is aligned with a specific activity offered by your club. 

Required fields in Member Service setup

To create any new Service, assign it a location and add the other required settings: Service Name, Event Type, Unit Price (and Unit Price Minimum) and Duration. Repeat this process for any other type of activity your club offers. 

Remember that the Service Name and Event Type will also appear on calendar events and agreements. 

Service Name and Event Type shown on calendar event

Similar Service, Different Duration

You should create separate Member Services for different durations of the same class or training event. 
For example, if your club offers both 30-minute and 60-minute Personal Training or Group Training sessions, you should create a separate Member Service for each. This will keep them distinct from each other on agreements, billing, and calendar events.

It's a good idea to enter the duration of the service right in the name, to make them easy to tell apart at a glance. The example below shows two separate Services for 30- and 60-minute Small Group Training sessions.

 Services with names SGT30 and SGT60

Changes to Settings

You might also want to assign different settings to different types of Services. For example, a one-hour Boot Camp class and a one-hour Yoga class could both be categorized as Group Classes or Group Training with a duration of 60 minutes, but you would still want to differentiate between the two. You might want to use different commission settings for these two different services -- such as paying a $5 per attendee commission for your Boot Camp class and $20 per event (class) commission for the yoga session -- and you would need to set up distinct services in order to accommodate those options.

commission-5.png commission-20.png

Once you have services set up to your liking, the next step will be bundling them into Packages, so that you can sell and schedule services for your clients.

Use the link below to download these instructions for reference.

Visit the Training Management section of our Help Center for more resources.

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