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!
You have the option of whether you’d like for a client’s membership to cancel at the end of the period. Our memberships are auto-renewing by default. By setting a commitment length, you are locking your clients into their membership for at least that set time. If you don’t want to auto-cancel them at the end of this period, the membership will renew at the given rate. This gives you flexibility for your clients to continue their membership and locks in that revenue for your business.
This depends on which day in the client’s billing cycle their suspension begins. By navigating to the client’s Profile Page, you’re able to see an overview of their membership, including the date of suspension and date of reactivation.
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.
Note: If you are editing a discount, these changes will be reflected immediately.
Clients are allowed to do this because Pay Later functionality is currently on for the entire instance. To update which offerings you’d like to allow clients to “Pay Later,” you can update this in your Account Preferences inside your settings tab.
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:
If you’d like to export the results, you can click the blue export button in the top right.
Upper Hand gives you the option to create separate membership offerings, or house different benefit options within a single membership name. Here’s how to add a tier to a membership offering:
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.
With our headquarters in Indianapolis, May is always an exciting month for our city. Last month was also busy and exciting for Upper Hand. We welcomed new faces to our team, and have continued to make updates to our product to improve you and your clients’ experiences. Here’s an inside look at what’s new to our sports scheduling app, and a sneak peak at what’s coming soon!
With Upper Hand’s Balances Report you can manage client balances with ease. At first glance, the default filter on the Balances report will reveal any balances greater than zero (i.e. any outstanding balances that you need to collect) on that given day. Here, you can pay down or waive these balances. But, removing the default filter opens a host of additional ways to utilize this report and we’re here to show you how to do just that.