Customizing an individual Purchase Option

After a client buys a Purchase Option, such as a membership or session pass, you can customize the owned Purchase Option. Customizations that you make to an owned Purchase Option will apply only to that client’s Purchase Option. Other Purchase Options of the same type will not be affected.

We recommend using this functionality sparingly for two reasons:

  • Clients with customized Purchase Options may speak to others about their experience, leading other clients to ask for customizations to get a better deal.
  • After a Purchase Option has been customized, it will no longer be affected by modifications made to the original Purchase Option. Modifications, other than modifications to the name of the Purchase Option, will need to be applied to customized Purchase Options manually. For this reason, we recommend that you keep records of any customizations you make for individual clients. To learn more about the rules governing Purchase Option modifications, see Modifying a Purchase Option.

If customizations are made in error, or need to removed, you can reset the client’s Purchase Option to remove all customizations.

Note Modifying a membership can affect the payment schedule of already purchased memberships of that type. For example, if you change the auto-payment schedule of a membership to occur on the 15th of each month when the auto-payments were initially set to occur on the 1st of each month, and that membership has been sold to clients, the payment schedule of those clients will shift accordingly. Be sure that clients are aware when they will be charged earlier or later than usual for a membership.
Note To ensure that your accounting is always correct, the expiration rules for session passes become uneditable after a client has purchased the pass. If you want to change the expiration rules, you must create a new session pass.

To customize an individual Purchase Option:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side menu, click Account.
  4. On the Account menu, click Passes & Memberships.
  5. In the list, click the Purchase Option you want to modify. You may have to browse the list, use the Search option, or filter the list to find the Purchase Option.
  6. To the right of the Purchase Option, click the Options button  and click Edit Purchase Option.
  7. Make the desired changes to the Purchase Option. For details, see the following articles:
  8. Click SAVE FOR [CLIENT NAME]. The client’s Purchase Option is modified.
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