Members
How to create "Guest Passes"
You may wish to allow your members to bring guests. This article reviews the how you may apply guest passes. Members are restricted to a number of guest passes This is useful if you restrict the number of passes to a certain number for each member. ...
How to see my "Active - Membership" Numbers
There are several ways to view "Active Members". This article reviews two options. View by Subscription Count To view your active members by subscription count use the steps below: Login to your Plan2Play Account Select "Manage->Payments" Select ...
How to view waivers for customers
To check if a customer has signed a waiver or not do the following: Login to your Plan2Play Account Search for the customer using the top search bar and view the details Select the Waiver menu item on their record
How to create a membership plan that is restricted to a group of members
Sometimes you want to create a pricing plan that is visible only to a select group of members. The steps below outline the process to create a restricted pricing plan. Create A Private Group Login to your Plan2Play Account Select Settings->Groups ...
How to create a Membership Subscription
To add a one-time or recurring membership subscription to a member account follow the steps below. Locate the member Login to your Plan2Play Account and select the "Members" link from the left hand menu Search for the member you wish to add a ...
How to link Member Accounts for Billing purposes
The steps below will create separate accounts for each member to login to. If you wish to add a child account under the same email as the parent follow the steps in this article: How to add a Child to a Parent account Step-By-Step Login to your ...
How to add a Child to a Parent account
Adding a child to a parent account will NOT create an account for the child to login to. The steps below outline how to create a child account from the backend system. If you wish to link accounts together for billing, that each have separate logins ...
How to get a payment link to send to a client directly
If you create an invoice for a client our system will automatically email them a request for payment. However, sometimes you may wish to send them the link for payment directly. There are several ways to get the link for payment. From the Invoices ...
How to manage a subscription
To edit, pause or cancel cancel a subscription follow the steps below: Login to your Plan2Play Account Select "Members" Find the member you wish to manage the subscription for and click on their name Select "Membership Subscriptions" Member Record On ...
How to issue a refund or partial refund to an invoice
If you need to issue a full or partial refund follow the steps below. Login to your Plan2Play Account Select Members Find the Member you wish to make an adjustment for Click on the Member Name Select Invoices from the left menu Select Refunds ...
How to send an invite to a member to download the Plan2Play App
If you have setup Plan2Play Marketing invites will be sent automatically during onboarding. Sometimes, a member will require you to resend them an invite. Use the steps below to resend an invite with a code so they are joined to your organization: ...