Assign a plan to a member

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Add a member plan

  1. Open Members.
  2. Select the member.
  3. Open the member's plans or packages area.
  4. Select Add session plan.
  5. Choose a session type.
  6. Choose a plan belonging to that session type.
  7. Set the plan to Active when the member can use it.
  8. Select Add.

The member plan tracks included sessions and sessions used. The selected session type controls which sessions can consume the plan.

Optional bonus

Use Apply bonus only when the workspace's trainer compensation rules require it. The option can affect trainer earnings, so confirm the decision before saving.


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