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    Package Setup: Member Services

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    1. Intro to Package Setup
    2. Step 1: Member Services
    3. Step 2: Packages
    4. Step 3: Terms
    5. Step 4: Taxes
    6. Step 5: Member Service Commission
    7. Step 6: Sales Commission
    8. Step 7: Pay Period Admin

    Topic: To explain and explore the Member Services section of Club OS’ Package Setup.

    Purpose:
    Member Services are services offered by a club beyond basic membership. (Example: yoga, zumba, PT 60). These services are then sold as ‘packages’ -comprised of either one solitary service or several grouped together. From here, the services book onto a calendar on behalf of a client. ‘Member Services’ is the first step of Package Setup. Not only does it allow staff to see each service already in existence, but it allows them to build new ones as well. Note: Each package must contain a member service in order to, both, activate and appear within the Package Sales Summary Report.

    Procedure:
    Begin by clicking the Member Services tab of Package Setup.

                                 

    In instances where a single owner oversees several locations, Club OS allows its users to filter by location.

                                   

    To add a new service to the list, click the ‘Add Member Service’ link.

                                                 

    This will take you to the ‘New Member Service’ page, as seen below.
             
                          

    The Member Service setup page is comprised of two parts:

    1. New Member Service
    2. Member Service Commission

    Here, the page has been broken down for easier notation. Fill out the fields as needed. (Red boxes are mandatory.)

    A. New Member Service

                           

    1. Regions: When a club’s location exists within a specified region, this box lets staff specify which location(s) will be carrying this new service.
      Note: If a service is to be assigned to all locations, this can be done by selecting all locations simultaneously.
    1. Name:  The name of the new service. (Ex. ‘PT 30’)

    2. Description: Explains the service briefly.

                           

             a) Private Training: A service for a single attendee.
             b) Semi-Private Training: A service set up for 2-3 attendees.
             c) Group Training: Any service intended for 4+ attendees.
             d) Fitness Consultation: A service set up for an individual to attend prior to 
                 purchasing PT.
                 Note: Typically a free session; still, trainers can be paid via commission.
             e) Assessment: A service designed to measure the results of an individual’s 
                 personal training.

    1.  Event Type: Categorizes the event.

                                           

    1.  Unit Price:  The cost of a single service (event).
    1.  Unit Price Min: The minimum cost for a single service (event).
       Note: This exists in the event that a club practices either negotiation or  
       promotion.
       Negotiation Example: In using this, staff can ‘seem’ to be discounting Members,  
       say, 
      five to ten dollars off the service’s regular price. By installing a Unit Price  
       Min, then, staff is informed of exactly how ‘low they can go’. If disinterested in
       negotiation, simply re-enter the new service’s stationary Unit Price here.
       Promotion Example: By selling differently priced sessions within a single
       package, 
      staff can appear to promote variations on a session’s cost. For
       example, whereas a package purchased week-to-week might cost $40, with Unit
       Price Min, staff can push an alternative $35 package purchased at, say, twice a
       week.

                             

    1.  Duration: Decides the duration of a session.

                      
    1.  Expiration Duration: Decides the duration of a Member's access to purchased  
       sessions.
       Example: In the instance of a six-month expiration window, for sessions  
       purchased by a Member on 3/27/16, those sessions will expire 9/27/16.
       Meanwhile, if the same Member pays their next expected bill on 4/27/16, those  
       newly paid sessions will expire as of 10/27/16. (Note: Overlapping durations is
       a common occurrence.) 
                     
    1.  Tags: Currently not in use. Eventually, it will be used as a tool for grouping  
       packages 
      for presentational purposes.
    1.  Taxes: Allows the addition of any tax (ex. Sales Tax) to a service.
       Note: Tax options will only appear if they have been previously arranged in  
       Package 
      Setup’s Taxes section.

    B. Member Service Commission

    Here, staff can design the default commission for trainers who will later lead this session. While it is possible to override this value for specific trainers, that is a task one would complete in Member Services Commission.

                                   

    1. Effective Date: The date in which the commission first takes effect.
      Note: In the event that a Member Service Condition is changed in the middle of a current payroll, that change will not be effective until the following payroll.

    In terms of ‘how much’ and ‘upon what merit’ a trainer gets paid, there are three options:

    1. Per Event & Per Attendee
      This opens staff to four options:    

             12a) Payment Per Event: Here, the trainer is paid a flat rate -unaffected by the
                    amount of Members who may either show up for or skip a session.
                    Note: The flat rate is not determined by a session’s price.
                    Example: Flat Rate is useful in the event that a club offers free services
                    led by a
    trainer still needing pay.

                                  

             12b) Payment Per Attendee: In this, the trainer is paid per arrived attendee.

                                  

                    Note: As this option is defined by less dependability, an Admin must now  
                    also 
    opt between one of two sub-theories in terms of awarding payment: via  
                    flat rate
    or percentage. In both cases, fields appear for you to populate.

                                                  Example #1: Flat Rate

                                 

                                                  Example #2: Percentage

                                 

             12c) Payment Per Event AND Attendee: In this, a Club Admin can arrange for
                    trainers to be paid for both A) managing the event; and B) every attendee  
                    they
    were responsible for leading. This is accomplished by filling out both  
                    sections.

                               

    Upon completion, if a service is ready to be used, click ‘Save and Activate’. If not, click ‘Save as Draft’. Note: A package can not be activated unless a member service attached. (However, a service-less package can still be saved to 'Draft'.)

                               

    Both options will post the service into a section of the Member Services homepage. Activated services will list under ‘Member Services’ whereas drafts can be found under ‘Draft Member Services’.

                                

    Step 2: Packages >

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