Booking Access Controls

Overview:

Control whether clients need an active service plan (membership, pack, or pass) to book sessions. These toggles are found in the Booking & Scheduling section of the Membership Plans tab.

What These Settings Do:

• Require Active Plan for PT Bookings — When enabled (default), clients must have an assigned membership or pack to book personal training sessions. When disabled, any client can book PT sessions freely. • Require Active Plan for Group Classes — When enabled (default), clients must have an assigned membership or pass to book group classes. When disabled, any client can book classes freely.

How to Configure:

1. Navigate to Business in the main navigation menu 2. Select the Membership Plans tab 3. Open the Booking & Scheduling section 4. Toggle the switches under Booking Access 5. Settings save automatically when toggled 6. A confirmation dialog appears when disabling a requirement

These toggles control booking access, not billing mode. Whether you use Stripe or manual billing, these settings determine if clients need an assigned service plan to book. With both enabled, only clients with active services can book sessions — this works the same regardless of how you collect payment.

Mixed Mode:

You can set different requirements for different booking types: • Example: Require an active plan for PT sessions but allow open booking for group classes • Example: Open booking for PT but require a plan for classes • Each toggle works independently

Understanding the Credit System:

All service types use credits to control booking access:

• Memberships: "Sessions per Week/Month (Credits)" — credits replenished each billing period (0 = unlimited) • Packs: "Number of Sessions (Credits)" — total credits granted once when assigned • Passes: "Number of Bookings (Credits)" — credits available during the pass window (0 = unlimited)

How Credits Work:

1. Memberships: Credits reset each billing period. If set to 8 credits/month, the client gets 8 credits every month. 2. Packs: Credits granted once at assignment. "10 Sessions" = 10 credits total. 3. Passes: Credits available during the time window. "7 Bookings" = 7 bookings during the pass period.

Important Notes:

• Default is ON (plan required) — existing businesses are unaffected • When disabled, the booking system still works perfectly — clients can book freely • All other features (calendar, availability, notifications) work normally • You can switch anytime • Credit tracking works regardless of whether booking access is required