> For the complete documentation index, see [llms.txt](https://docs.podplay.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.podplay.app/memberships/presale-deposits-for-memberships.md). # Configure Presale Deposits for Memberships When your Club runs a Membership presale before opening, you can optionally charge a **one-time deposit** at signup instead of the full Membership price. The deposit is credited toward the Customer's first regular charge when the presale ends. You can also schedule the **first package or credits grant** to happen before the presale end date. This gives you flexibility to collect a smaller commitment upfront while keeping recurring billing aligned with your Club opening date. **PLEASE NOTE:** Presale deposit settings require the `membership_presale_deposit` feature flag to be enabled for your tenant, and are configured in the Membership editor by PodPlay staff with advanced admin access. If you want to use presale deposits, contact your PodPlay CSM to enable the flag and set them up on the correct Membership plan. *** ## When to Use Presale Deposits Use presale deposits when you want Customers to: * Pay a smaller amount today to secure their Membership during presale * Pay the remaining balance of their first billing period when the presale ends * Continue at the full monthly or yearly rate after that Leave the deposit at **$0** if you prefer the existing presale behavior — Customers pay the full Membership price at signup, and recurring charges begin after the presale ends. *** ### How Customer Billing Works #### With a deposit configured (deposit greater than $0) **Monthly example** — Membership is $100/month with a $25 deposit: 1. **At signup (during presale):** Customer pays $25 deposit (+ any initiation fee) 2. **At presale end:** Customer pays $75 ($100 minus the $25 deposit credit) 3. **Each month after:** Customer pays $100 **Yearly example** — Membership is $1,000/year with a $200 deposit: 1. **At signup (during presale):** Customer pays $200 deposit (+ any initiation fee) 2. **At presale end:** Customer pays $800 ($1,000 minus the $200 deposit credit) 3. **One year later:** Customer pays $1,000 #### With no deposit (deposit set to $0) * Customer pays the **full Membership price** at signup during presale * The next charge occurs after the presale period ends, on the normal monthly or yearly schedule * No deposit credit is applied *** ### Configure Presale Deposits on a Membership Presale deposit fields appear in the Membership drawer when **Pre-sales** is enabled for that Membership. * Navigate to **Memberships** in the Dashboard * Open the Membership you want to edit * In the Membership drawer, find the **Pre-sales** section * Turn **Pre-sales** on if it is not already enabled * Set the **Pre-sales End Date** to the last day of your presale period \[SCREENSHOT NEEDED: Membership drawer Pre-sales section with Pre-sales toggle ON and Pre-sales End Date visible] Then configure the deposit and grant settings: | Field | What it does | | --------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Presale Deposit (Monthly)** | One-time amount charged at signup when a Customer chooses monthly billing during presale. Set to **0** for no deposit. | | **Presale Deposit (Yearly)** | One-time amount charged at signup when a Customer chooses yearly billing during presale. Set to **0** for no deposit. | | **Grant Days Before Presale End** | How many days **before** the presale end date monthly subscribers receive their first package or credits. Set to **0** to grant benefits on the presale end date. | \[SCREENSHOT NEEDED: Presale Deposit (Monthly), Presale Deposit (Yearly), and Grant Days Before Presale End fields with helper text visible] When you enter a deposit amount greater than $0, helper text below the field shows the deposit charge and the ongoing monthly/yearly rates — for example: **"$25 Deposit Charge, then $100/mo and $1,000/yr"**. * Click **Update** to save the Membership *** ### Schedule Early Package Grants If your Membership includes a **Package Template** for monthly benefits, you can grant the first package before the Club opens: * Set **Grant Days Before Presale End** to the number of days before presale ends (for example, **7**) * In the **Membership Benefits** section, confirm the **Package Template** is assigned When grant days are configured, helper text on the Package Template field reads: **"\[N] days before presale ends, first package is provided"**. Customers who sign up during presale will receive their first package on that earlier date. Recurring monthly grants continue on the normal schedule after that. \[SCREENSHOT NEEDED: Membership Benefits panel showing Package Template field with grant-days helper text] *** ### What Customers See During presale, Customers see deposit pricing on the Membership page when a deposit is configured: * **Primary price:** The deposit amount (for example, "$25 Deposit Charge") * **Secondary text:** The full recurring rate (for example, "$100/mo" or "$1,000/yr") At checkout, the confirmation screen explains: * The deposit due today * That the deposit will be credited toward the first regular charge at presale end * The ongoing recurring amount after that In their account, Customers can see when their first regular charge will occur and the net amount after the deposit credit. \[SCREENSHOT NEEDED: Customer Membership picker showing deposit charge and recurring rate during presale] \[SCREENSHOT NEEDED: Customer checkout confirmation showing presale deposit line item and first regular charge date] *** ### Review a Customer's Presale Deposit Status When viewing a Customer's Membership in the Dashboard: * Open the Customer's profile * Open the **Membership** drawer * If the Membership is in presale and a deposit was configured, an alert explains: * The presale end date * That the Customer paid a one-time deposit at signup * That the deposit will be credited toward the first regular charge on the presale end date If no deposit was configured, the alert states that the Customer will not be charged again until the presale period ends. \[SCREENSHOT NEEDED: Customer Membership drawer presale alert showing deposit and first charge date] *** ### When the Presale End Date Changes If you update a Membership's **Pre-sales End Date** and active subscribers exist, PodPlay prompts you to recalculate charge dates. * Choose **Adjust Subscriptions** to align existing subscribers with the new presale timeline * The **Also adjust grant dates for monthly subscriptions** checkbox (on by default) also updates grant dates * Grant dates respect the **Grant Days Before Presale End** setting — subscribers with an early first grant get recalculated dates accordingly See [Presale & Promotions](/memberships/promotions-and-presales.md) for full details on presale end date changes. *** ### Tips * Deposits must be **less than** the full monthly or yearly Membership price * Deposits apply to **monthly and yearly** presale signups only — not six-month plans * Initiation fees, if configured, are still charged separately at signup * Set both monthly and yearly deposit amounts if your Membership offers both billing options * Communicate the deposit schedule clearly in presale marketing so Customers know what they pay today vs. at opening * Work with your PodPlay CSM when changing presale dates close to your Club opening --- # Agent Instructions This documentation is published with GitBook. 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