Membership Pre-Sales

Pre-Sales Memberships allow you to sell memberships and collect upfront deposits before your location officially opens. Clients can sign up and enter payment details early, but full recurring charges are deferred until launch day—helping you secure a client base and generate early revenue. This article guides you through configuring membership pre-sales and managing client purchases.

Things to know:

• In order to be able to sell memberships, you must have a membership subscription. For franchise businesses, please contact your account manager or support@mytime.com
• Permissions & Access Controls

  • Creating Templates: Governed by the Memberships access control setting.

  • Selling in POS: Governed by the Creating Ticket access control setting.

• To configure your account for membership purchases, learn more here
• This feature is controlled by the "Enable membership pre-sales' hidden setting that can only be enabled by the MyTime team. To enable this setting, please contact support@mytime.com.
• Franchise & Start Date Management:

  • Parent Account Setup: Pre-sale memberships configured at the parent level automatically push to all child locations. While individual locations can set custom pricing, the membership template itself applies to all child accounts.

  • Bulk Start Date Adjustments: Updating a pre-sale template's start date automatically shifts the start date for all previously sold pending memberships (including termed, indefinite, and upfront memberships across all child locations).

Contents: 

• Pre-Sale Membership Configuration
• Selling Pre-Sale Membership via POS
• Purchasing Pre-Sale Membership Online
• Client Record & Status

Pre-Sale Membership Configuration 

Once you have added a membership subscription and the hidden setting is enabled, you are now ready to configure your pre-sale membership:

1. Go to Business Setup / Location Setup > Memberships tab
2. Select the location where you want the membership to be sold in the location filter 
3. Click '+Add New Membership' 
4. Enter the membership's name and click 'Save'
5. On the General settings page, locate and configure the following key pre-sale options:
   • Enable Sale at POS: Choose where this membership can be sold.
     • Yes: Available both in POS and online.
     • No: Available online only.
   • Enable Pre-Sale: Set to Yes to activate pre-sale behavior. Enabling this displays two additional required fields: 
     • Membership Pre-Sale Start Date (Required): Set the date this membership officially becomes active or available. 
     • Pre-Sale Deposit: Set the upfront dollar amount collected at checkout to secure the membership. 
6. Configure the rest of your membership settings as follows: 
   • Membership Name: This is the name that will be displayed throughout the software, including in the POS, client profiles, reports, and online.
   • Description: Any details you want to add about the membership. 
   • Contract Period: Indicates whether the membership is indefinite (no expiration date) or it is just for a certain term/period.
     • For termed memberships, learn more here
     • For indefinite memberships, learn more here

Selling Pre-Sale Membership via POS

To sell pre-sale memberships via POS: 

1. Navigate to POS > New Ticket
2. Select the desired location (if you have access to multiple locations)
3. Add a client to the ticket
4. Go to the Products tab and expand the Memberships menu 
5. Select the desired membership

6. When a pre-sale membership is added to a ticket in the POS, the checkout screen will display the following details: 

   • Membership Name & Full Price: The membership name will appear with grey subtext stating "Full membership price: $X" to indicate the standard cost deferred until launch.
   • Line Item Price ($0): The initial line item price reflects $0 because recurring billing is deferred.
   • Pre-Sale Deposit / Fee: If configured, the pre-sale deposit amount appears below the membership line item. This is the only amount charged at checkout.
   • Starting Date: The Starting Date date picker automatically pre-fills with the date configured in the Membership Pre-Sale Start Date setting and cannot be edited.
   • Billing Day: The recurring billing day displays according to your configured Billing Cycle settings
   
7. Take payment for the deposit amount and close the ticket 

Purchasing Pre-Sale Membership Online

Depending on how you configured the widget, your memberships will be a stand-alone item, or your clients will have to:

1. Navigate to your booking widget
2. Select the desired location (if the account has multiple locations) 
3. Click the "Sign In" button at the top of the page
4. Choose their login method:
   • Standard: Enter their registered email address and password, then click 'Sign In'
   • Social Login: Select 'Continue with Google,' 'Continue with Apple,' or 'Continue with Facebook' to use their existing social media credentials
5. Select the Memberships tab 
6. Locate the membership and click the "More" hyperlink to view the credits available with the membership 
7. Click 'Buy'
8. On the checkout page, the following will be displayed: 
   1. The name of the membership along with the $0 for the membership price
   2. If configured, the pre-sale discount will be displayed below with the amount set. This is the only amount that will be charged when taking payment
   3. The 'Billing Frequency' will be displayed based on your configuration 
   4. The 'Starting Date' will be displayed with the date set at the "Membership Pre-Sale Start Date" setting. It cannot be edited
   5. The price will be displayed to show the amount that will be charged based on your billing frequency
   6. Select a credit card or bank account for the deposit payment, then click 'Complete Purchase'

Client Record & Status

Once the pre-sale membership is purchased, whether in-store or online, it will be in a pending state on the client profile. To view this: 

1. Navigate to the Clients tab
2. Search and open the client's profile
3. Scroll to the membership section of the page and click the arrow to the right to expand
4. The membership will display the following:
   • The status will display 'Pending' as the membership start date has not been reached
   • The 'Contract Period' will display the start date of the membership and end date if the membership is a contract membership or just a dash if it is an indefinite membership
   • The 'Last Charge' date will show the date the membership was purchased, and the next charge will show the start date of the membership with the membership price. (Full Monthly Price minus Pre-Sale Deposit). Example: On a $20/month membership with a $10 deposit, Next Charge displays $10.00.
5. Once the membership is charged, the membership will become active and follow the set billing cadency 

For more information, contact us at support@mytime.com or (385) 233-6964.