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How do I create a contract?

Create contracts/subscriptions/memberships

Vlad avatar
Written by Vlad
Updated over a week ago

One of the most commonly used product types is the contract. A contract is a membership with your studio for a limited period of time whereby a membership fee is paid at regular intervals.

Create a contract:

  1. Click on Products in the menu.

  2. Click on the "New Product" button on the right.

  3. Select CONTRACT by clicking on the + symbol

Basic settings:

  • Chose a suitable name for your contract

  • What should the description be for the online shop?
    If the product is available online, you can add a description that your customers will see when they buy the product. For example, you can enter information about the validity or the number of credits.
    If you have international customers, we advise that you select the British or French flag and translate the description accordingly.

  • Price
    Here you specify the gross price which should be paid according to the frequency you set (e.g. €39 per month). You can also select the VAT rate that applies to you.

  • Registration fee
    Indicate whether there is a one-time registration fee for this contract. If so, enter how much it is.

Contract details

  • Frequency
    Here you select whether the contract should be monthly, weekly, quarterly or yearly. This option then applies to the “minimum term”, thetermination period”, the price” (+ payment frequency) and the “automatic renewal”.

  • Term
    Specify the default length of the contract. The minimum term can be adjusted in the customer’s product later on.

  • Renewal
    Here you specify whether the contract is to be temporary or not.
    If it is temporary, the options for the termination period and automatic renewal are no longer available.

  • Automatic renewal
    In this field you should enter the time period by which the contract will be extended if it is not terminated.

  • Notice Period
    The notice period is the time to the end of the contract period by which the contract must be terminated. This is so that the contract is not automatically extended by the time period entered in the “Automatic renewal” field.

Payment settings

  • Text on recurring invoices
    Adapt the text that appears on the invoice for the recurring fees. The default text here is “Membership fee”.

  • Text on invoice for registration fee
    In this field you can enter the name that this item should have on the invoice. For example, if the customer also pays for equipment at the beginning, you could change it to “Registration fee + equipment”.

  • Payment cycle
    Here you define the Cycle in which the payment for the Contract is due. You have the possibility to choose between two Options. Either "Purchase date" or on the 1st of the respective month.

  • Payment methods
    If standard payment methods are selected, then the product can be paid for by the payment methods that you activated under Settings > Accounting > Payment methods.
    Choosing Individual payment methods you can select the payment methods for the respective product individually.
    The On site payments only - option is useful for free products as customers don't have to select a payment method then.

Booking Details

  • Available online?
    Specify whether the product can also be booked online by your customers.

  • Purchase restricted to one per customer?
    Decide whether the product can only be purchased once per customer.

  • Booking rules:
    Here you select the booking group that can be booked with the product. For example, if the trial visit only applies to yoga classes or 60-minute classes, then select the appropriate booking group. Find out more about booking rules here.

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