One of the most frequently used product types is the contract. A contract is a temporary membership in your studio that requires members to pay a membership fee at regular intervals.
Follow the steps below to create a contract:
- Click on Products in the menu on the left-hand side.
- Click on the "New Product" button in the upper right-hand corner.
- Enter a name (e.g. "Contract - 12 months").
- Select "Contract" in the dropdown menu.
- Enter the frequency of the contract. More information below.
- Enter Price and Minimum Term. More information below.
- Select the time limit/limitation.
- If the product can be booked online, select “Yes” in the “Available in online shop” dropdown menu.
- Enter registration fees under Options if applicable.
- Select the payment cycle under Options.
- Select a booking group in booking rules.
- Click on “Confirm”.
Detailled Description of the given options in the Product settings:
Select whether the contract should be monthly, weekly, quarterly or yearly. The selected time period then applies to the "minimum term", the "cancellation period", the "price" (+ payment cycle) and the "automatic renewal".
Here you define the price to be paid in the specified frequency (e.g. €39 per month). You can also select the VAT rate that applies to you here.
Specify the minimum term of the contract. If required, you can later configure the term individually in the customer’s product.
Specify here whether the contract should be limited in time or not. If it is limited, the “cancellation period” and “automatic renewal” options are no longer available.
The cancellation period is the period up to the end of the contract term, up to which the contract must be terminated at the latest so that the contract is not automatically extended.
In this field, you specify the period by which the contract is extended if it is not terminated in due time.
Available in Online Shop
Specify whether the contract should be visible to your customers online. If you select "Yes", the fields for the product description and online payment options will open.
What should be included in the description for the online shop?
If the product is available online, you have the option to add a description which your customers will see when making a purchase. If you have international customers, it makes sense to select the flag for English or French and translate the description accordingly.
Allow Online Payment Only
Activate this option so that the customer has to directly choose a payment method specified by you when purchasing the product. If you set this to "No", the "Pay Later" payment method will be used automatically.
Can this product only be purchased once per customer?
Determine whether the product can be purchased more than once per customer.
Are there any registration fees for this contract?
Indicate if there is a one-time registration fee for this contract and specify the amount.
Which text should be displayed on the invoice for the registration fee?
The registration fee is, of course, also listed on the customer’s invoice. In this field, you can determine how the item should be named on the invoice. If, for example, the customer also pays for equipment at the beginning, the registration fee can be renamed to "Registration fee + equipment".
Here you define the cycle in which the payment for the contract is due. If you select "Based on the purchase date", the first contribution is due immediately. You also have the option of choosing a different time, such as the 1st, 15th or 30th of a calendar month or a specific weekday.
Which text should be displayed on the invoice for the regular fees?
Customise the text that appears on the invoice for the regular fees. The default here is "Membership fee".
Specify which events can be booked with your product. Create booking groups in your booking rules and add your courses. You can find more information about the booking rules here. Once you have created a booking group, you can add it to your contract. Your product will then be linked to a booking group and all the dates within it.