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Memberships Setup & Management

Introduction

The BOS Memberships module allows you to create a fully fledged memberships system allowing your customers to sign up to automatically renewing subscriptions that cover access to certain types of classes that you offer. 

The basic functionality is as follows:

  • Subscriptions and payments are managed by Stripe, this is where you set pricing and charge customers
  • Classes are set up in your PMS (Nookal) and attendances are added/removed as you normally would
  • Class attendance data is immediately recorded in The BOS
  • At the end of each subscription period your subscription client attendances are billed off in Nookal

Definitions

Before getting started you should be set up by a general manager or somebodyfamiliar with a similar level of access. You will require the following access to set everything up:terms.

  1. Access to create products, set recurring pricing, and create signup pages in Stripe
  2. Access to create/edit class types in Nookal
  3. Access to Company Settings page in The BOS

Terms

Term Data Source Description
Stripe Product Stripe An active Product setup in stripe with a Recurring Usage Price configured.
Stripe Subscription Stripe A Subscription created in stripe (usually via sign-up page) for an individual customer and linked to a specific Product
Class Type Nookal A type of Class set up in your PMS
Membership Type BOS Links a Stripe Product with one or more Classes so The BOS can report on Memberships using this product and generate matching invoices. 
Invoice Stripe An Invoice is generated at the start of every subscription period. 
EG: A Weekly subscription will generate a new invoice covering the next 7 days on the signup date and every week after. 
Matching Classes BOS When looking at a particular Invoice the matching classes are classes that are:
  • attended by the client who the subscription belongs to
  • covered by that MembershipType
  • not cancelled or DN

*NOTE: Most reporting is based on the Membership Type so if you want to separate clients into multiple groups for reporting purposes you should make two separate Stripe Products and a Membership Type for each. 

How to set up a Membership

Prerequisites

Memberships should be set up by a general manager or somebody with a similar level of access. You will require the following access to set everything up:

  1. Access to the Memberships Module on The BOS. This is only available on some plans. 
  2. Access to create products, set recurring pricing, and create signup pages in Stripe
  3. Access to create/edit class types in Nookal
  4. Access to Company Settings page in The BOS
  5. Have fully set up your Nookal Connection and Stripe Connection in The BOS.

Set up Stripe Product

  1. Log in to Stripe Dashboard and click Products.
  2. Select the existing product or add a new product. Try to use descriptive names when naming the product EG: Atkins Health Weekly Pilates Membership not Subscription.

 

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