Updating your membership offers in Punchpass is easy. Whether you need to change the pricing, update the terms, or make other adjustments, this guide will walk you through the steps to edit an existing membership offer.
Requirements
Memberships and family accounts are features of the Banyan and Redwood Punchpass plans.
Who can use this feature?
Access to defining passes requires admin-level access to Punchpass.
Making Changes to an Existing Membership Offer
When making changes to the settings of a membership offer, the changes will take effect the next time an active membership renews. For new memberships, the changes will be applied at the time of purchase.
When a membership is canceled, the membership and the class credits will no longer be available after the final membership date. If the membership is paid via Stripe, this also cancels future recurring payments.
Navigate to your Memberships
From Manage > Passess, click on the existing membership from your list of offers.
Access the Membership Settings
From the membership overview page, press the Actions dropdown and select Edit.
Edit the Membership Settings
Here are the settings you can change to modify an existing membership.
Note: When making changes to the membership name, price, or pass length, this will apply to all future purchases AND adjust the existing members' memberships upon their next renewal date. If you do not want to impact existing members, you will want to archive the existing membership and create a new one!
Change the Membership Name or Description
First, you have the option to change the membership name.
In the text box below the name, you can add or update the description that customers will see on the membership purchase page:
Change the Membership Pass Assignment (Family Accounts Only)
Note: Family accounts are supported with Banyan and Redwood Punchpass plans. This setting is only available if you have family accounts active (Manage > Settings > Online Reservations).
You can change a membership from a family membership to one that is designated for individual people and vice versa.
A family is everyone on a customer account (customer + children). Individuals refer to one person; this can be a child or the primary person on a customer account.
Activate and Customize the Membership Self-Cancel Settings
Allow students to cancel their own memberships, as well as decide when the self-cancel feature becomes active. You can allow students to cancel their memberships at any time or set this option to become available after a specified number of renewals. Click here to learn more about self-canceling memberships!
Adjust the Free Trial Length
You can use the dropdown here to change the number of days you wish to allow for a free trial on the membership, or set it to 0 days to turn off the free trial. Click here to learn more about the free trial feature!
Allow Unused Membership Credits to Rollover
You can elect to allow unused membership pass credits to rollover to the next pass.
When editing an existing offer, these changes will take place on active membership when the next membership pass is created.
Please note: If your membership offers a trial period, unused credits will not rollover from the trial.
How Rollover Credits Appear
When membership credits rollover, a note is added on the customer's pass explaining that X credits were rolled over from the previous cycle.
Setting Limitations for Rollover Credits
By request, our support team can enable a feature that limits how many cycles of unused credits can rollover for a membership. Once activated, you can choose whether rollover credits never expire or expire after 1, 2, or 3 cycles.
Changing Membership Prices and Taxes
You can edit the pricing for the membership which will change the price per membership period.
Pricing Update Strategies
Maintaining Legacy Membership Rates: Archive the current membership and create a new membership offer with adjusted pricing for future customers. Renaming the archived membership for clarity (e.g., "Legacy Silver Membership") is recommended for reporting purposes.
Updating Active Membership Prices Automatically: Adjust the price in an active membership setting to instantly apply the updated rate to all renewals starting with the next billing cycle.
Introducing New Membership Offers: To launch a membership with adjusted pricing for new customers, create a new membership offer configured for the desired start date while leaving current settings unchanged.
Change the Membership Length
If you set the membership to a particular length and realize you want to change it, you can adjust that here!
For instance, you may have selected 4 weeks and now wish to change it to recur monthly. Select the new membership length and click save!
Note: The membership length change will apply to all future membership purchases AND adjust the existing members' memberships upon their next renewal date. If you do not want to impact existing members, you will want to archive the existing membership and create a new one!
Save your Changes
After making any changes, remember to press Save.
Key Points:
Changes to active membership offers automatically apply during the next renewal.
Archiving a membership offer preserves existing members’ rates and settings while preventing new sign-ups.
Creating a new membership allows you to offer updated pricing and settings to new customers.
Changing the Eligible Classes for the Membership
Frequently Asked Questions About Updating Memberships
Question: I currently allow rollover credits for my memberships. If I turn this feature off, what happens?
If you update a membership to stop allowing rollover credits, any rollover credits already on the customer’s current pass will still carry over when the next pass is created.
For example:
A customer has a 5-class pass with 7 credits (5 standard + 2 rollover).
You update the membership to remove rollover credits.
When the membership renews, the new pass will start with 7 carried-over credits + 5 new credits.
After that point, unused credits will no longer roll over, since the feature has been turned off for the new pass.