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# Creating and Sending Membership Packages to Clubs

> ${youtube}[](smXICgloTpM)n this document, we will explore how to create and send packages to clubs from a franchisor's perspective. By following these steps, you will learn how to manage various configurations for different clubs within a franchise, ensuring each club receives the appropriate package tailored to their specific needs.


## Step 1

To begin, as a franchisor, log in with your credentials. Once logged in, you will be able to view a list of centers within the franchise that you have access to.

![Screenshot 1](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image1_1oafvqp.jpg)

## Step 2

After logging in, select a specific club, for example, West 92nd. Navigate to the 'Admin' section and access 'Settings'. Here, you will configure the ability to create and send a package for this particular club.

![Screenshot 2](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image2_1iv2bhd.jpg)

## Step 3

Proceed to create a plan within the admin section. If no plans exist for this club, you will need to create a new one. This is where you can define various types of plans.

![Screenshot 3](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image3_19gkgoc.jpg)

## Step 4

Choose the type of plan, such as a pay-as-you-go, contract, or pay-in-full plan. For instance, you might create a 12-month contract membership. Set the billing frequency and any applicable sign-up charges.

![Screenshot 4](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image4_1r4f91z.jpg)

## Step 5

Currently, no sign-up charges are configured, but if they were, you could select them. Decide if the billing day should coincide with the anniversary of the sign-up or occur every Monday. These options are visible to clubs during sign-up.

![Screenshot 5](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image5_1mhv51y.jpg)

## Step 6

For a 12-month contract, enter '12' as the contract duration. Decide the course of action upon contract expiration: allow it to expire, auto-renew, or convert to pay-as-you-go.

![Screenshot 6](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image6_1t7q1aw.jpg)

## Step 7

Determine whether to auto-renew the contract with the same terms or convert it. Add services such as 'Membership' to the package. If not configured, you will need to set it up.

![Screenshot 7](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image7_1i0w41k.jpg)

## Step 8

In this setup, dual languages (English and French) are supported, with English as the primary language and French as secondary.

![Screenshot 8](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image8_1o9pag4.jpg)

## Step 9

Include any descriptions, terms, or agreement conditions associated with the service. If services were configured, you could select them here.

![Screenshot 9](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image9_dof33y.jpg)

## Step 10

Once the service category is created, set a base price, such as $25 or $30 every other week. Assign a name like 'Membership' to the service.

![Screenshot 10](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image10_93g5ns.jpg)

## Step 11

Configure any applicable taxes. In this example, no tax is configured, so select one of the available options.

![Screenshot 11](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image11_1ggotru.jpg)

## Step 12

Specify the service's applicability: convert purchasers to members, make it exclusive to existing members, or offer it as a non-member service.

![Screenshot 12](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image12_2f3d9a.jpg)

## Step 13

Ensure that purchasing the membership converts the individual into a member. Add this service to the plan.

![Screenshot 13](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image13_1ypok8z.jpg)

## Step 14

For a personal training (PT) plan, include PT services or a combination package. Otherwise, a single membership suffices. If setting up a PT plan, omit the membership and add an appropriate category.

![Screenshot 14](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image14_1ylhqol.jpg)

## Step 15

Label it 'personal training' or 'coaching' for appointment-based services. Determine the price for these services.

![Screenshot 15](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image15_zwfyqf.jpg)

## Step 16

Set the price, for example, $150. Note that no tax is currently configured.

![Screenshot 16](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image16_t6wq8i.jpg)

## Step 17

Define the number of sessions offered every two weeks, such as six sessions. Specify that this is a member-only service.

![Screenshot 17](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image17_3gb539.jpg)

## Step 18

Understand that there are additional configurations for setting up plans. Options like products, deposits, advance rentals, and advanced settings for freeze, access, upgrades, and auto-pay are available.

![Screenshot 18](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image18_1df1mmp.jpg)

## Step 19

These advanced options are detailed in plan-specific videos. Conclude by clicking 'Save' to create the plan for the club.

![Screenshot 19](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image19_1as6tdl.jpg)

## Step 20

That's the complete process. Thank you for following along.

![Screenshot 20](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image20_d3n0om.jpg)