Quick Start - Membership Templates


The Key Steps

  1. Click the Settings icon
  2. Select Membership Templates under Global
  3. On the Membership Templates page:
  • select Create Group - this will be your payment options for a specific program i.e. "Kids BJJ" or "Adult Martial Arts" 
  • Add the Group information and Agreement
  • Click Create Membership Group
  1. Back on the Membership Templates page:
  • select Create Pricing Option - each membership will be a payment option i.e. paid in full or monthly
  • Complete all 4 pages of information for the option
  • On the final, page click the Save button

👇 For more detailed steps refer to the article below

Creating Membership Groups

The way membership options are sorted into Membership Groups in Pulse is intentionally flexible to meet the needs of your business. 

A Membership Group contains all of the different pricing options for a particular type of membership. 

In order to create your first membership group you will need to navigate to the Membership Templates page by clicking the Settings icon on the left side panel and then clicking on Membership Templates under the Global section.

The Membership Template page is where all your membership groups and pricing options will be listed. 

To create a membership group, click on the Create Group button near the top right corner of the page. 

Once on the Create Group page, you will give the group a name. This name will appear on the pricing page when prospective students are looking at your pricing options. 

You then have the option to specify the maximum number of classes students can attend per week in the Attendance Limit field. If a membership group has unlimited weekly class access, you will leave this field blank. 

You also have the option in the Class Credits field to specify how many class credits come with these memberships. This option typically would only apply if you were selling a class package. 

Next, you have to select which agreement you will associate with the membership options in this group. 

You also have the ability to pick which tags you want to give members who sign up for any of the membership options in this group. 

The final option in building your membership group is adding a cover image for the group by uploading a photo from your files. This image will show up on the Membership page of your customer portal.  

When you are done setting up the membership group, click on the Create Membership Group at the bottom of the page.  

Adding Pricing Options

Within each Membership group you can add multiple pricing options based on what options your business offers. 

To create a pricing option, navigate back to the Membership Template page and then click on the Create Pricing Option button in the top right corner of the screen. 

Once you are on the Create Pricing Option page there are 4 pages you need to fill out to create the new option:

Page 1: Basic Information 

On this page you will give your pricing option a name and select which membership group you want it to go under. 

TIP: If you want to put this option under a membership group you have not built yet you can click on the New Group button to create a new group. 

The next option you have selects whether you want this option to appear on your public signup page

If you have a special legacy membership you may want to uncheck this option so it is not publicly posted. 

The next option indicates whether you want your new member to be able to choose when the membership starts. If you do not have this option selected the membership will start immediately.

The text you add in the description box will be included on the Membership group page and the page for the individual pricing option. 

The text in the staff notes will only be able to be seen by your staff when they are signing people up. 

Your last option on this page is to add a thumbnail for this option. The Thumbnail lets you upload an image from your files to be used on the Membership Group page for this option. 

Once you finish adding the Basic Information on this page, click the Continue button at the bottom of the screen.

Page 2: After Sign-Up

This page determines what settings are applied to a student’s account after they sign up for this membership option. 

You first select which rosters you want the student to be added to which will determine what classes they can sign up for. If you choose multiple rosters, the user will be prompted to choose which roster they'll join when they sign up for their membership.

Next you have the ability to assign multiple tags to the member’s account. To select more than one roster or tag hold the control button while you select the options you want. 

The redirect URL field is where you can add a website page you want the member to be sent to after they finish signing up. 

Once you are done on this page, click the blue Continue button at the bottom of the page.

Page 3: Add-ons

This page is for adding products to be purchased with the membership. You can select any of the products you offer and then click the Add Selected button to add it to the cart.

Once you have added a product here you can check the box next to the product in the required column. This will make it a required add-on that the customer needs to purchase when signing up for the membership. 

Once you are done, click the blue Continue button to go to the next page.

Page 4: Billing Cycles

The first option on this page is to select what type of membership you're creating. The default options are trial membership or full membership, but you are able to add more in the "membership type" section in your settings. 

Next, you have the option to select a different agreement than the one you already selected for the membership group or you can leave it set to the original agreement. 

Next, you will select the Payment Frequency for this specific pricing option. 

You can set it to Paid in Full so the customer pays for the entire membership upfront or you can set payments to be taken out weekly, biweekly or monthly. 

If you select the monthly frequency you will be able to set a fixed bill date so the member will be charged on a specific day of the month every time. 

In the Membership Length field you will specify how long you want the membership to last. The Number of Payments field should only be used if you want payments to be taken at irregular intervals(i.e you need 8 payments taken over 12 months).

The next option you have is to select whether or not you want the first month’s fee to be included in your down payment. If you do not select this option the member will be charged their first membership payment on top of the down payment. 

The following option lets you select whether you want the membership to renew automatically when the member reaches the end of the membership period.

In the Price field, you will put how much the member will be charged each billing cycle. This means if you selected weekly as your billing frequency you will need to enter how much to charge the member each week. 

You also can manually select here whether you would like the processing fees to be passed to the member when they sign up.

The Down Payment field is where you will enter the cost of your down payment if you charge one. 

Once you are done with everything you will click the Save button in the bottom right corner of the screen.