February may be the shortest month of the year, (even with the leap day!), but there was no shortage of updates to the Upper Hand app. Here’s the highlights.
Upper Hand’s membership software offers an easier way for your clients to enroll in auto-renewal memberships they’ll love and provides data-backed insights that help you keep them coming back.
In this edition of The Huddle, we are answering all of your questions around memberships. Let’s dive in!
This not only gives Staff Admins the ability to lock in business for a certain amount of time, but it also gives the client the flexibility to continue their membership at a given rate. This is another way to keep steady revenue flowing into the business.
This depends on which day in the client’s billing cycle their suspension begins. For example, if a membership is suspended 10 days before the charge date, when a membership is reactivated, the client will be charged in 10 days.
Tip: For more information on suspending and reactivating memberships, visit our help article.
To show accurate membership history.
Changing the benefits of a membership will update those benefits on the next billing cycle, to all of those individuals enrolled in that membership. So, let’s say you were originally giving 7 credits to members in a Gold Membership and you change the benefits to give 10 credits…on their next billing cycle, they will receive the new 10 credit amount. The same goes for any type of benefit.
Clients are allowed to do this because Pay Later functionality is currently on for the entire instance. Currently, you cannot pick and choose what Pay Later is on/ off for (at this time). If you’d like to turn off Pay Later for your entire instance, follow the steps below:
If you are downloading the Payment Allocations Report, this will only show paid memberships. So, for those individuals who have not yet paid, this could show and imbalance.
Price changes are not grandfathered in, meaning as soon as you change the price of your membership, it changes for everyone in that membership, no matter when they signed up.
Tip: The best way to do “grandfathered” memberships would be to make the old membership “Invite-Only” and “Hidden in Client Checkout” and create a new membership at a new price. This is the easiest way to keep your old clients at a certain price and charge more for new clients.
To make a membership “Invite-Only,” follow the steps below:
Right now, the best way to do this would be to download the Payment Allocations Report and filter by “Membership”. To do this:
The other option would be to download the Balances Report and filter by “Membership Renewal”. This will show you all membership renewals that occur for a specific timeframe. To do this:
Tip: For more information on building coupons, visit our help article.
One person cannot be enrolled in more than one membership at a time. However, if you are looking to enroll children in memberships under one managed account, you can go through POS > Select Child > Select Membership > Checkout
You can create sibling add-on memberships to imitate a family discount. For example, if one child is in a full price membership, you can put the other two children in a “Sibling Add-On” Membership, which has the same benefits, but is priced at a different rate. To do so, you would just create a new membership and add the other children under the managed account to that discounted membership. We recommend you list this membership as “Invite-Only” and issue out the link to those you’d like to enroll.
If you upgrade or downgrade a client, you must cancel them out of the membership they are currently enrolled in first. To do so:
From there, you will be able to complete the transaction through POS for either upgrading or downgrading their membership.
Tip: For more information, visit our help article.
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I’d just use the headings that are in the text editor to keep it easy and all in one box vs separate elements! The only time you’ll need to use multiple boxes could be if you have images/ screenshots/ etc. to add in, then it might be easier to work in sections!
At the end of the post, I’d add a relevant blog banner – either to download a piece of content or potentially a banner taking you to the Tours!
February may be the shortest month of the year, (even with the leap day!), but there was no shortage of updates to the Upper Hand app. Here’s the highlights.
At Upper Hand, we’ve been hard at work not only enhancing current features, but releasing entirely new products to empower you in every aspect of running a growing sports training business. As we strategize for a valuable second half of the year, our team continues to prioritize new innovations that make running and growing your business even easier.