How to Add Payment Plans

How to Add Payment Plans

ARC offers the ability to collect payment for all of the following:
  1. Recurring Memberships of all types
  2. One time payments for Classes or Class Packs(Punch Cards)
  3. Products like T-Shirts, Drinks etc
  4. Free Class Passes for Prospects
Before you begin you will need to setup your revenue categories and tax rates.  In addition, make sure you have added your organization location under settings.

Revenue Categories

All payments will be associated to a revenue category. This will help in analyzing your reports as well as importing into your accounting software.  It is best to match up the Revenue categories with the same ones you use in your accounting software.

Step-by-Step

  1. Login to your Plan2Play Account
  2. Select Manage->Pricing
  3. Select the Revenue Categories button

  5. Select Add Revenue Category and enter the category name i.e. "Classes"

Tax Rates

If you will be selling products to your members or if you are required to collect tax on your services you will need to add your local tax rates. 

  1. Login to your Plan2Play Account
  2. Select Manage->Pricing
  3. Select the Taxes button
  4. Select Add Tax Rate and enter the following
    1. Name - Give this tax rate a name you will recognize
    2. Provide a brief description
    3. Indicate whether this rate is Inclusive or Exclusive (see below for more information)
    4. Enter the Percentage

Inclusive vs. exclusive tax 

Tax rates can either be exclusive or inclusive. An exclusive tax is not included in the invoice subtotal, whereas an inclusive tax is.

The following table illustrates a 25% tax rate modifying the total amount due, depending on whether it’s exclusive or inclusive.

TAX SUBTOTAL TAX DUE TOTAL
25% Exclusive $5.00 $1.25 $6.25 ($5.00 + $1.25)
25% Inclusive $5.00 $1.00 (already included in the total) $5.00 ($4.00 + $1.00)

Adding a Plan

Now you are ready to add a Plan!  

Step-by-Step

  1. Login to your Plan2Play Account
  2. Select Manage->Pricing
  3. Select Add Plan
    1. Give your Plan a name - This name will be visible to your members during purchase
    2. Enter a Plan Description - This description will be visible to your members during purchase
    3. Enter the locations which the plan can be used at
    4. Restrict Plan (optional).  Here you can restrict the visibility of this plan to certain groups of people
    5. Only offer to customers without an active subscription - Check this box if you want only new members to see this plan.  This is great for Free Class Passes. 

    7. Select the revenue category you want to apply this plan to
    8. Enter the amount you will charge
    9. Enter any purchase limits - this is if you only want this available to purchase one time per member
    10. Enter your tax rate - you must enter a 0% tax rate if you are not charging tax
    11. Enter the number of sessions the member can attend with this plan.
      1. Unlimited - Attend as many sessions as they want
      2. Limited - Attend a certain number of sessions in a given time frame (Month, Week, Year)
      3. Specified  - Used for one-time or multi pack passes
    12. Auto-renewal - check this box if you wish to have this plan auto-renew.  Renewal periods can be Days, Weeks, Months, Years.
      1. Enter any introductory offer discount you want for the first month
      2. Enter any intial commitment the member is agreeing to with this plan
      3. Enter whether any unused session can be carried over on renewal
    13. Indicate whether this plan is an add-on to another plan
    14. Enter the activation date
    15. Enter the cancelation period (optional) for this plan - For example one month from last billing period
    16. Enter the expiration date (optional)
    17. Select any waivers or policies for this plan.  The user will be prompted to agree to your policies when purchasing
    18. Indicate whether this plan should be "Active" and visible to your members.



    • Related Articles

    • Understanding Pricing Plans

      This article outlines the pricing structure categorized into monthly plans, drop-in rates, and per-class prices. Monthly Pricing Private Lessons: A single pricing plan for private lesson. The cost varies based on the coach's category, not on the ...

    • How to add Services

      The Plan2Play platform provides the ability for your members and you staff to create bookings and manage payments for your services.  For example if you offer Personal Training or Nutrition coaching or Tennis Lessons our system is designed to make ...

    • How to Add Holidays to a Multi-Session Event

      This article outlines the steps for adding a holiday to a multi-session event using an Admin Login. Log in to your Plan2Play Account. Select the class to which you want to add a holiday From the left menu bar, go to 'Services' then 'Classes' Locate ...

    • How to add a plan to bill member for services and resource bookings

      This article the steps to add a pricing plan to bill members for services like personal training, nutrition counseling, private lessons, and resource bookings. Adding a Resource Payment Plan Login to your Plan2Play Account Select Manage->Pricing ...

    • Associating Plans with Segments and Types

      The ARC system automatically updates the segments and types for your members based on their plan purchases.  Below is a summary of how to best utilize this feature so you can easily view your members by different categories for Marketing or tracking ...