New Feature Alert! As of September 2024, you can choose to carry over unused credits to the next membership pass in the membership settings. If you're updating an existing membership offer please review this guide on editing a membership.
Memberships in Punchpass offer an efficient solution to sell access to your programming and on-demand content library with recurring payments. By creating membership offers, you can enhance customer experience and streamline your business operations.
Key Features of Punchpass Memberships:
Online Purchases and Recurring Payments: Customers can easily purchase memberships online, and Punchpass will manage recurring charges seamlessly through Stripe.
Flexible Payment Periods: Select payment periods that best suit your business needs.
Custom Attendance Options: Offer unlimited attendance or set a specific number of visits per period.
Ongoing or Time-Limited Memberships: Create memberships with no end date or for a limited duration.
Requirements
If you plan on selling your memberships online, please connect to Stripe to accept online payments (Manage > Settings > Online Payments).
Memberships and family accounts are features of Banyan and Redwood Punchpass plans.
Who can use this feature?
Access to defining memberships requires admin-level access in Punchpass.
A Step-by-Step Guide to Creating a Membership
You'll set up your memberships in the same spot where you define your passes.
1. Navigate to the Passes & Memberships page
From Manage > Passes, press the + New Membership button.
2. Create a New Offer
Note: When you create a new membership in Punchpass, it won't be immediately available for sale on your Purchase a Pass page until you adjust the online sales settings (see below).
Fill in the required details:
Membership Name: Give your membership a name; this will appear on the public side of Punchpass.
Membership Description: Provide the details for your membership. You're welcome to embed photos and videos within the description. This will appear on the public side of Punchpass.
Pass Assignment*: Who can use this membership? An individual or a family.
A family is considered a customer and any children on their account.
Membership Details: Tell us how much to charge and how often someone should pay. If your membership is credit-based.
Rollover Credits: Elect to allow unused credit to rollover the next membership pass. The system will rollover any unused credits to the next membership pass and we add a note on the new pass explaining that X credits were rolled over from the previous cycle. Rollover credits do not apply to trial membership passes.
*Pass assignment is a feature of Family Accounts.
3. Define the Online Sales Settings
Before you're ready to go live with the membership, you'll also want to review the Online Sales Settings. Press Next when you're ready to save your pass.
Sell online in Punchpass. With this setting turned on, your membership will be visible on the Purchase a Pass page.
Who can view the membership: Choose from all customers or logged-in customers only. Logged-in customers are those who have created an account.
Who can purchase the membership: Choose from all customers or logged-in customers only.
4. Select the Eligible Classes
When creating a new membership, you'll need to select which classes are eligible for a class. These can be changed at any time. To change the eligible classes after a membership has been created, please see this guide.
Select the eligible classes and press Save.
5. Save your Membership
Once the classes are selected, press Save.
Review Your Online Offers on the Purchase a Pass Page
After you've created your memberships, all offers set for sale online can be viewed on the public Purchase a Pass page.
Note: Not seeing the Purchase a pass page? Please review your Online Payment settings (Manage > Settings > Online Payments). Learn more about selling online in Punchpass.
You'll find your Purchase a Pass page at:
https://[yourstudio].punchpass.com
How Customers Buy a Membership
With Punchpass your customers can purchase memberships online using the Stripe integration.
If you prefer to accept payments in person, via cash, bank transfer, or another method, we have you covered. You can also accept payments in person with Stripe.
Where to direct your customers to purchase a pass
Send them to the Purchase a Pass page,
Share and send direct links to a specific offer,
Admins can also manually assign customers a membership.
Here's an example of what a membership checkout page might look like:
Share Links to Unlisted Memberships
From the admin-side of Punchpass, when you have Stripe connected, each membership has a direct payment link you can share.
From Manage > Passes, select the offer, and you'll see the purchase link.
Manually Assign a Membership
You can also manually assign a membership to a customer and collect payment using another source. Learn more about tracking memberships paid outside of Stripe.
From a customer account, select the Assign Membership button.
How Customers Can Manage Their Membership
Each membership in Punchpass has an option to allow customers to self-cancel their membership.
With this setting turned on, this type of membership can view and manage their membership from their customer account by clicking on the My Memberships button.
Memberships that allow customers to cancel on their own appear like this example:
Navigating Failed Membership Payments
When a customer’s payment fails, you both get an email notification. The customer's email includes a link to update their payment method.
When payments fail, passes are automatically marked as payment failed and the membership is suspended for non-payment.
Customers can update their billing information in their accounts and Stripe will attempt to retry the charge. Successful payments will change the membership status to active and the membership pass as paid.
Additionally, account administrators can email customers links to update their payment information from their accounts by clicking on the membership details page.
Discontinuing a Membership Offer
After you have used Punchpass for a while, you start to have memberships that you no longer offer. You can archive those offers to remove them from the Purchase a Pass page, while still retaining all the historical reporting data.
For example, let's say we offered a special deal last February. You don't want to mistakenly assign that membership to any more customers!
Archiving a Membership
Click on Manage > Passes, then click on the membership name to open the details page.
From the Actions menu, select the option to Archive the membership.
Archived passes and memberships appear on the Archived Passes and Memberships page. From Manage > Passes, click on the Archived Passes & Memberships button.
When a membership is archived, any active customers memberships will continue to renew until the membership is canceled or expires.
Reviewing Your Memberships
The Memberships report allows you to review all of your memberships and their payment status.
From the navigation, click Reports > Memberships Report.
The Memberships report is organized by membership status, clicking each tab allows you to see:
Active memberships,
Future start memberships,
Canceled memberships,
Finished memberships,
and Paused memberships.
To view the details of a given customer's membership, click the membership name to open the details page.
You can also go to a customer's membership by clicking on the membership from their customer account page.
