How to: create a recurring 12 month subscription

Quinten Van de Moere
28 steps
3 minutes

Clubplanner

Click "Settings"

Click "Memberships"

Click "Subscriptions"

Click here to add a new membership.

Give your new membership a name.

Click this text field to give your membership a duration. **Note: If you choose f.e. "12 months", the membership will end after 12 months.** **If you choose "Unlimited", the subscription will continue tacitly until you manually set an end date.**

Click "Financial" to add "Price" and "Payment perdiod".

Click this field so give the subscription a price and VAT%. **Note: the price you set here is "per period". This means if you select a payment period of 1 month, the user will pay this price every month**

**Note: you can make a price breakdown for split VAT. For example: 60,00 EUR at 21% VAT and 10,00 EUR at 6% VAT. The total price is then 70,00 EUR**.

Click this checkbox to select the "Payment period". **Note: this is very important:** - If you leave this **empty**: subscription will be paid at once (**Prepaid**) - if you select f.e. "**1 Month**": subscription will be paid **per 1 month** - if you select "**-4 Months**": subscription will be paid **per 4 weeks**. - If you select "**-1 Months**": subscription will be paid **per 1 week**.

When you have selected a "Payment period", we advise you to also select a "**Payment plan**". The payment plan allows you to add an "expected payment method". **Note: we strongly advise you to select "Domiciliation/Direct debit" for recurring memberships. This way, all future membership lines will be automatically paid through SEPA (unless you configured your settings differently).**

Now, you can select if this membership is "Prorated" or not. "**Prorate**" will automatically calculate the remaining days of this month, and re-calculate the exact price the member needs to pay for his first month. *Example: a member buys this membership on September 20th 2024. There are 30 days in September, so the client will only pay the remaining 10 days for this month when buying this subscription. As from October 1st, the member will be paying through SEPA automatically.* *The first membership-line will look like this:* ***Start date: 20/09/2024*\ *End date: 30/09/2024*\ *Price: € 23,33*** *The price-calculation is like this:* ***€ 70*** (full price for 1 month) **/ 30 days** (of Sept) **x 10 days** (remaining in Sept) **= € 23,33**\*

Click this dropdown to add a 'Contract' to this membership. **Note: When selling this membership, the member will need to sign a contract (SEPA-mandate) to be able to buy it. The contract allows you to have a legally signed document that gives you as a club the legal right to take a monthly payment from the account of the member.**

On the contract, you can add a "Contract duration". This is the minimum time of the contract. **Note: even if you have a tacitly prolonged (Unlimited) subscription, you can still put a minimum of 12 months on the contract. This means that the members has to pay a minimum of 12 months, and after these 12 months the subscription will continue to be paid, but the member will have the legal right to stop his membership (at any time or based on the provisions in the club's contract and general conditions).**

All done with the General and Financal settings of this subscription: now you ca select the "**Access points**" where this subscription has access to.

Select 1 or more access points. **Note: if you leave this empty, this membership type will access to all access points.**

Click "Discount" to add a "Status discount"

Click "Add or edit reductions" to add a reduction/discount to this membership.

You can select a Status like "60+" and put a percentual discount (f.e. 10%) on this membership. **Note: every member with the status "60+", will get an utomatic reduction of 10% when buying this subscription. You can add a "Status" to a member in his profile.**

Click "Obligations" to add an obligatory cost to the membership, like "Administrative fee"

**Note: this is usually a one-time cost that members have to pay when becomeing a member to your club. This cost is obligatory and will be automatically added when the member buys this membership in the webshop.** **Note: if the member already has paid this cost, and the cost is still valid on his member profile, the webshop will not add it again.**

Click "**Webshop**" to add this membership in your webshop.

Click this checkbox to activate the membership in the webshop.

Click this dropdown to add a "Tag". **Note: tags are used for simple marketing purposes.**

Click here to add an image to your membership. This image will be shown in the webshop on this membership.

Select an image or upload your own.

Click "Save"

You're all set. **Note: you can also set some specific settings for "Suspensions" or add fixed start and end dates in the "Other"-tab, but these settings are less common.**