Managing Group Memberships (In Beta)

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This article will take you through;

  1. What are Group Memberships?
  2. Managing Group Memberships
  3. Next steps and additional support

What are Group Memberships?

Glofox customers can now offer group memberships to their clients. Group Memberships help you improve conversion rates by allowing you to close sales on multiple prospects at once.

Group Memberships enable you to attract and convert more leads which boosts overall revenue. Potential clients that may not have signed up to your gym or studio as an individual member in the past are often a lot more incentivized to sign up as part of a group. 

Group Memberships also help keep members engaged for longer, resulting in increased retention in the longterm. Clients who join together on a group membership are a lot more engaged due to the motivation that working out with peers provides to one another. 

Unlike other Membership types, Group Memberships can be used for couples, families, friends, personal trainer groups, sports teams, and companies.

Please note;

Group Memberships is only available in Beta for Platinum customers using Glofox Payments at present. To get access, please reach out to customersuccess@glofox.com.

Managing Group Memberships

How to set up a Group Membership

To get started with Group Memberships, you should first make sure that Group Memberships are part of your Glofox package. At present, this feature is only available for Platinum customers using Glofox Payments. You can contact customersuccess@glofox.com to get started if you’re interested in using Group Memberships.

Once you have confirmed that you have access to group memberships, you can follow the steps below to set up a new group membership for your clients.

  1. From the Glofox dashboard homepage, click ‘Manage’
  2. Click the ‘Memberships’ tab at the top of the page
  3. Click the ‘+ Add a Membership’ button
  4. Under the ‘Details’ tab, fill in a ‘Name’ and ‘Description’ for the membership that you wish to create
  5. Enter the name of the membership into the ‘Name’ field
  6. Enter a description of the membership into the ‘Description’ fieldNewGM2Part1.gif
  7. Click the ‘Plans’ tab
  8. Click the ‘+’ button beside ‘Create a Plan’ 
  9. Enter a ‘Plan Name’
  10. For the plan ‘Type’ select 'Multiple Clients', enter the max number of clients that will be allowed to join this group membership, and ensure that the ‘Membership’ option is selected. Service credit packs cannot be shared as part of a Group Membership.
  11. Select a ‘Payment Frequency’, the date the payment ‘Starts on’ and ‘Price’ according to the specific requirements of the membership that you wish to create.
  12. Set the ‘Services provided with Plan’ to ‘Unlimited Services’ as Group Memberships are not available for ‘Restricted Services’ memberships
  13. Click ‘Save’ and your new group membership will be ready to use.NewGM2Part2.gif

Once you have a Group Membership set up, you can then assign it to the client who will be the primary member of the Group Membership going forward. You can check out our guide on How to Assign a Membership to a Client from the Dashboard if you’d like to learn more about assigning memberships to your clients.

Please note;

  • For payment purposes, the Group Membership price cannot be split across members in the group. The primary member must pay for the entirety of the membership and any debt incurred on the Group Membership will be assigned to that one member.
  • Members cannot manage their own group. Your gym staff can manage the Group Membership at any time if your client wants a member added or removed, or if the membership needs updating.
  • A Group Membership cannot be purchased as a consecutive membership. We are working to make this an available feature but it is not available at present.
  • You can only add as many clients to the Group Membership as you have chosen during the setup of that membership.

How to add additional clients to a Group Membership

  1. From the Glofox dashboard homepage, click ‘Manage’
  2. Click the ‘Clients’ tab at the top of the page
  3. Search for a client in the search field under the Clients tab or scroll through your clients list to locate the primary member of the Group Membership
  4. Click on the client's name
  5. From the client's profile, click 'Membership'
  6. Beside the Group Membership, click the 'Actions' button
  7. Click 'Manage Group'
  8. Use the search field to search for the client you would like to add to the membership
  9. Click the client's name when it appears under the search field
  10. Click 'Update Group' and the client will be added to the Group Membership

AddingAMember.gif

How to view a list of clients on a Group Membership

  1. From the Glofox dashboard homepage, click ‘Manage’
  2. Click the ‘Clients’ tab at the top of the page
  3. Search for a client in the search field under the Clients tab or scroll through your clients list to locate the primary member of the Group Membership
  4. Click on the client's name
  5. From the client's profile, click 'Membership'
  6. Beside the Group Membership, click the 'Actions' button
  7. Click 'Manage Group'
  8. From here you can view a list of all of the clients that are attached to that Group Membership including the primary client

ViewListOfMembers.gif

How to remove clients from a Group Membership

  1. From the Glofox dashboard homepage, click ‘Manage’
  2. Click the ‘Clients’ tab at the top of the page
  3. Search for a client in the search field under the Clients tab or scroll through your clients list to locate the primary member of the Group Membership
  4. Click on the client's name
  5. From the client's profile, click 'Membership'
  6. Beside the Group Membership, click the 'Actions' button
  7. Click 'Manage Group'
  8. To remove a client from the Group Membership click the 'x' beside their name
  9. Click 'Update Group' and the client will be removed from the Group Membership

RemovingAMember.gif

How to pause a Group Membership

To set up a pause, follow these steps;

  1. Go to the 'Clients' tab in the 'MANAGE' section or use the 'Search' tab at the top right of the Glofox Dashboard and search for the client that you want to pause a membership for
  2. Click on the client's name
  3. Click on the 'Membership' tab
  4. Scroll to the client's active membership
  5. Click 'Actions' on the top right corner of the membership and a dropdown menu will appear
  6. Select 'Pause'
  7. Select a 'Pause Duration'  
  8. Click 'Pause Membership' and the membership will now be paused

1._PausingAMembershipNEW.gif

You will know the membership has been successfully paused when you see the 'Paused' icon beside their membership. You can click the drop-down arrow beside their membership to confirm this. 

2.MembershipIsPausedNEW.gif

How to cancel a Group Membership

In the event that you need to cancel a member’s membership, follow these steps;

  1. From the Glofox dashboard, click 'MANAGE'
  2. Then, click 'Clients'
  3. Locate your member's profile from the 'Clients' list or use 'Global Search' to search for the individual member
  4. Once you've located the member, click on their name
  5. From their member profile, click on the 'Membership' tab
  6. On the active membership, click the 'Actions' button
  7. From the 'Actions' button drop-down menu, click the 'Cancel Membership' button
  8. Select either 'Cancel now' or choose a date for the membership to be canceled
  9. Click 'Confirm membership cancellation'
  10. If your member is on a Recurring Membership, you will be prompted to cancel their 'Membership' or their 'Membership and Subscription'. If your member is on a Single Membership, you will only be prompted to cancel their 'Membership' 

CancellingMembership.gif

Next steps and additional support

Group Memberships are a great way to incentivize new members to try out your services and they’ve been shown to increase the likelihood of longer-term retention when compared to individual memberships. We’ve found that promoting Group Memberships is even more effective for conversion when combined with SMS or our lead capture form. We’ve included some helpful material below to help you get the most out of both. 

Below you’ll find some more resources for getting the most out of other membership types with Glofox. 

If you’re interested in learning more on how to get set up with Group Memberships using Glofox, reach out to customersuccess@glofox.com.

For additional support on Group Memberships reach out to support@glofox.com and we will be happy to assist you.

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