Shared Memberships

This will avail an Assign Seat pop up. You can choose members from your household. You can also choose other customers. Other Customers will not be an option if your Shared Membership type you are using is configured for "Household Only". To proceed, choose the person you want for the seat you are assigning. Click "Finish" when done.

Other Management Options

From the hamburger button on each seat, you have multiple other management options.

• Put on Hold- Gives you the options for putting that individual seat on hold. This button switches to "Resume" if the membership is already on hold. 
• Cancel- Gives you the options for cancelling that individual seat. 
• Assign Purchaser- Give you the ability to change who is responsible for paying recurring dues for that individual seat. This give you the flexibility to have a shared membership where the primary purchaser is not responsible for everyone's bill. 
• Details- Takes you to the summary of the overall Membership

Putting Shared Memberships On Hold  

 Towards the top of the Membership page, you will find the option to place all members on hold. The hold fee will apply per seat. If the hold fee is $10, and there are two seats in the shared membership, the $10 fee will apply to each seat resulting in a total charge of $20. 

To place all members or seats associated with a single shared membership on hold, navigate to the Membership Summary screen and click “Place All Memberships On Hold.” This will open the hold dialog box, where you can enter both the Hold Start Date and the Resume Date. Once saved, these dates will be applied to all seats within the membership.

Cancelling Shared Memberships

Just to the right of "Place All Memberships On Hold", you will see "Cancel All Memberships". 

To cancel an entire shared membership, click “Cancel All Memberships.” This will launch the existing cancellation dialog. From there, you’ll be able to choose one of the following options:

• Cancel Renewal – Membership will expire on xx/xx/xxxx

• Cancel Now – Effective immediately

• Custom Date – Specify a custom cancellation date

• Additionally, you can provide a reason for the cancellation.

Once you click Submit, a cancellation date will be applied to all seats. Each seat will either be canceled immediately or scheduled for cancellation based on the selected option.

Reordering Seats

On the Member page of any shared membership, you will see the option to "Reorder" the members.

Why is this useful?
If a user occupying a required seat wishes to cancel, the system does not allow direct cancellation of required seats. In such cases, the user must first be reassigned to a non-required seat before the cancellation can be processed. This ensures that required roles remain consistently filled and helps maintain pricing integrity.

When you click "Reorder”, the member list becomes adjustable.

Use the up and down arrows to rearrange members within the seat order. Required seats are clearly marked with a “Required” tag and outlined with a dotted border for easy identification.

Once you're satisfied with the new arrangement, click “Save Reorder” to apply the changes. If you change your mind or make a mistake, simply click “Cancel” to discard your adjustments.

Buying Shared Memberships on the Portal

A fundamental changed happened with the verbiage of Approach's memberships when Shared Memberships was released. A membership for an individual person, which pre Shared Memberships was called "Memberships", is now called an Individual Membership. You will see this on the sidebar tabs in the main app as well as in the portal. Now in the new era, on the portal Individual Memberships are separated from Shared Memberships. Aside from that, buying a Shared Membership on the portal functions the same as an Individual. A phase 2 of Shared memberships will include more customer control of assignments in the portal. The date of phase 2 is tbd. 

FAQ

Can you show me some examples of desired pricing structures and what the pricing chart would look like for it?

• A Family with two adults, minimum one child, unlimited children, any kid that is 5-8 is free. Up to 4 seniors. Must be in the same household. 
  
  
  
• A group of up to 6 where each seat added makes the overall price go down on average. 
  
  
  
• One adult required. One other required seat of any age. Remaining seats have no restrictions up to a total of 10 members. 
  
  
  

What does "Sequence" refer to?

The Sequence feature provides visibility into the number of members within each classification in the Shared Membership. This is especially important when classifications are limited or when specific seat requirements must be met. For instance, if there are three required seats, then Sequences 1 through 3 must be filled. Similarly, if only five child classifications are allowed, Sequence enables you to monitor and manage these allocations effectively.

Can customers assign members in the portal?

Not yet, though assignments in the portal, along with other upgrades will be part of a phase 2. Assignments will need to be done by staff when a Shared membership is purchased online. This can be done by navigating to the Membership tab, then clicking "Shared", followed by selecting the shared membership you want to configure. 

How do I add a member to a shared membership after it has been purchased?

Just because a Shared Membership was sold to a particular mix of people, this does not mean that group is locked in from additions or subtractions. To add a member, from the members page of the Shared Membership, click "Add Member". This will open up a purchase dialogue box per usual with any asset sale. Once the sale is complete, you can then assign and order the seat as desired. 

What happens when someone who was once eligible for a classification ages out and no longer qualifies?
Currently, the system prevents check-in until a staff member reassigns the individual to a different seat. In practice, this typically looks like: the person arrives and attempts to check in, but the check-in fails. A staff member then purchases a new, eligible seat, assigns the person to that seat, and cancels the old one.

Can I publish past Pricing Chart Versions?
Absolutely! Any pricing chart that has been used in the past can be re-published again. Only one version can be published at a time. This could be helpful should you want to run a sale on a membership type. You would publish the sale version during the time it is on sale. Then, when the sale is over you can go back and publish the original version. 

If I have a Shared Membership, with all of the required seats full and one of the required seats requests to cancel what are my options? 

To begin with, a person in a required seat cannot be cancelled. In order to cancel the membership of someone occupying a required seat, you must first reassign them to a non-required seat for which they are also qualified. If this isn’t possible—such as when no one else in the group qualifies for the required seat—you’ll need to cancel all memberships. From there, you can either resell the remaining members a different shared membership type they qualify for or offer individual memberships to each person. There is also the option to leave a seat empty but still require payment for it.

Why should my gym implement Shared Memberships instead of doing things the way they always have been with Individual Memberships?

Shared memberships provides specific features and workflows to allow for a seamless and simple offering for memberships for families, friends, and groups. Shared Memberships provide pricing structures and control of seat counts for different shared membership options. Operators will have control over the additional price per seat, limitations or requirements on number of seats, and pricing per age classification. Selling a Shared Memberships provides the correct pricing for the number of seats needed for all members. Additional seats can be added at any price that uses the same pricing structure. Managing shared memberships allows cancellations and holds for each seat of a Shared Membership and all of it abides by price structure, reducing the need for your team to do any manual work to control pricing.

What happens if a Shared Membership is sold to a group, then the pricing chart is updated on that shared membership, then a new member is added? What Pricing should they Expect?

We would expect, much like the bahavior of Individual Memberships, that the new member would get the pricing of the pricing chart that was sold at the time the Shared  Membership was purchased. If you would like that customer to have the latest pricing, the entire Shared Membership would need to be cancelled, then resold to that group. 

Is there a way to change from one membership type to the next or do I need to cancel Individual Memberships that are already configured in order to have them on a Shared Membership?

Individual memberships that already have been sold will need to be canceled and resold into a Shared Membership. This will be important to make sure the members have the correct pricing structure and management work flows built into shared memberships. You also have the option to only sell Shared Memberships moving forward, thus not having to undo any previous existing Individual Memberships.

Can Promo Codes be applied to Shared Memberships?

Promo codes will be part of a phase 2 that we will deploy in the near future. At the present time, this is not an option.

What is Phase 2 of Shared Memberships?

Over time we will be rolling out promo codes for Shared Memberships, the ability to use featured memberships, preselected memberships, enhanced guest passes and a handful of other small upgrades. If you are reading this, phase 2 is not yet complete.