> 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/promotions-and-presales.md). # Presale & Promotions ### Overview - Presale A Club can sell Memberships before its doors open, with the help of a PodPlay CSM. The CSM turns off Reservation booking for Customers and turns on Memberships for the Presale window you choose, so Customers can create a Profile and buy a Membership but can't yet browse or book a private Reservation. All you need to start selling Memberships is: * Membership types and perks defined * A decided start date (how far in advance of the Club's opening the Presale begins) #### Steps **1. Create the Memberships** Send your Membership types and perks to your PodPlay CSM, who creates them in your Environment. Memberships can be hidden from Customers or public-facing. * Create Memberships * Send your Membership types and perks to your PodPlay CSM, they will create the Memberships in your Environment * Memberships can be hidden from Customers or public-facing * Identify the pre-sale strategy you intend to use * Do you intend to contact a preset list of people that previously expressed interest? * Will you open it up to Friends and Family first? * Do you intend to set a Cap for the number of new signups before raising the price? * What will the price raising cadence and structure look like? * Send out marketing blasts to your Customers * Here are some things you will need to decide to run this Marketing blast * Is this a preselected group? * What is the content of this marketing blast? * Include a link to your Membership page in the Account tab of your App so Customers can create a Profile and buy a Membership * Notify your Customers about what they will be charged at signup and when their next charge will occur (see **Presale Deposits** below if you use a deposit) * Keep in close communication with your PodPlay CSM for when the Club will open so they can update the next charge date of the Memberships sold during the Presale * This will be based on one month or one year after your Club’s doors open, depending on the Membership purchased by the Customer ### Presale Deposits (Optional) Requires the `membership_presale_deposit` feature flag. PodPlay Admins with **PODPLAY\_ADMIN** access can configure optional presale deposits on a Membership from the Membership drawer **Presale** section. | Setting | Description | | --------------------------------- | ------------------------------------------------------------------------------------------------------ | | **Presale Deposit (Monthly)** | One-time amount charged at signup for monthly subscribers during presale. Leave at `0` for no deposit. | | **Presale Deposit (Yearly)** | One-time amount charged at signup for yearly subscribers during presale. Leave at `0` for no deposit. | | **Grant Days Before Presale End** | How many days before the presale end date the first monthly package/credits are granted. | **When deposit is `0` (default):** Presale signup behaves as before — the Customer is charged the full membership rate at signup, recurring capture is deferred until after presale ends, and monthly benefits are granted on the normal schedule after presale ends. **When deposit is greater than `0`:** * **At signup:** Customer pays the one-time deposit (plus any initiation fee), not the full membership rate. * **First regular charge:** At presale end, Customer is charged the full membership rate minus the deposit already paid. * **Ongoing:** Full membership rate each billing period thereafter. Example (monthly membership at $100/mo with a $25 deposit): 1. Signup during presale → $25 deposit charged today 2. Presale end → $75 charged ($100 minus $25 deposit credit) 3. Each month after → $100 charged Example (yearly membership at $1,000/yr with a $200 deposit): 1. Signup during presale → $200 deposit charged today 2. Presale end → $800 charged ($1,000 minus $200 deposit credit) 3. One year later → $1,000 charged **Early benefit grants:** If **Grant Days Before Presale End** is set (e.g. 7), monthly subscribers receive their first package/credits that many days before the presale end date — not only after the club opens. Configure the **Package Template** on the Membership Benefits panel so the first grant uses the correct package. For step-by-step staff instructions, see [Configure Presale Deposits for Memberships](/memberships/presale-deposits-for-memberships.md). *** ### Adjust Charge Dates When Presale End Date Changes **3. Send marketing blasts to your Customers** Decide whether this goes to a preselected group and what the content covers. Include a link to your Membership page in the Account tab of the App so Customers can create a Profile and buy a Membership. Tell Customers upfront that they're charged for their Membership on purchase, and their second charge lands 1 month after the Club opens for a Monthly Membership, or 1 year after for an Annual Membership. **4. Coordinate the Club's opening date with your CSM** Stay in close communication with your PodPlay CSM about when the Club will open, so they can update the next charge date on Memberships sold during the Presale — 1 month or 1 year out, depending on the Membership type purchased. ### Adjusting Charge Dates When a Presale End Date Changes When an Admin updates a Membership's Presale End Date from the Dashboard, PodPlay can automatically recalculate the next charge date for every Customer already subscribed, so existing subscribers stay aligned with the new Presale timeline without updating each Customer individually. #### How it works When editing a Membership that has active subscribers and you change the Presale End Date, clicking Update triggers a confirmation dialog titled "Presales End Date Changed." You're given two options: * **Adjust Subscriptions** — recalculates the next charge date for all active subscribers based on the new Presale End Date * **No Change** — updates the Presale End Date on the Membership but leaves all existing subscriber charge dates as they are ![Presales End Date Change Dialog](/files/eZ8seNKmsM3DrSxcqYV8) #### Adjust grant dates for monthly subscribers The confirmation dialog also includes a checkbox, "Also adjust grant dates for monthly subscriptions," enabled by default. When checked, the system also updates the next grant date (when Membership benefits renew) for monthly subscribers. Uncheck it if you only want to update charge dates without changing when benefits are granted. This option only applies to monthly subscriptions — yearly and other subscription types aren't affected. #### When to use each option Use Adjust Subscriptions (recommended) when you're moving the Club's opening date or changing when the Presale period ends — it keeps all existing subscribers' billing in sync with the new timeline. Use No Change if you're making a minor correction to the Presale End Date and don't want to disrupt existing subscribers' billing schedules. {% hint style="info" %} This confirmation only appears when the Membership has active subscribers — if no one has subscribed yet, the Presale End Date updates without a prompt. If you're also changing the Membership price at the same time, a separate confirmation for the price change appears after you handle the Presale End Date change. Keep in close communication with your PodPlay CSM when adjusting Presale dates, especially close to your Club's opening. Grant dates respect the Membership's **Grant Days Before Presale End** setting when configured — subscribers with an early first grant will have their grant dates recalculated accordingly. {% endhint %} ### Overview - Promotion A Club Admin has several options for running a Membership promotion. Reach out to your PodPlay CSM with questions on any of them. #### Hidden Membership links A Hidden Membership can be shared with a small group of Customers using a unique link. When a Customer clicks the link, they land on the Membership Page of the App and can view the Hidden Membership, then decide whether to purchase it. #### Promo Codes for Memberships A PodPlay CSM can help you create a Promo Code Customers apply on the final step of the Membership checkout flow. Sharing a Promo Code with a select group reduces the cost of the Membership — depending on how the code is set up, the Customer either pays the discounted rate going forward, or only for the first month of Membership dues. #### Offer Credits with a Membership With the help of your PodPlay CSM, Credits can be connected to a Membership as either Welcome Credits (a one-time bundle granted on purchase) or Monthly Credits (a bundle granted with every Membership renewal). Customers can use Credits at checkout to lower the cost of Reservation bookings, Event signups, and Coaching lessons — this checkout usage is currently in development and not yet live. #### Lower the Membership cost Contact your PodPlay CSM to temporarily lower the price on a chosen Membership, and coordinate with them on when to raise the price back to the original cost. #### Limit the number of Memberships available Capping the number of possible Membership purchases marks the Membership "Sold Out" once the limit is reached. #### Create Member-only Events with the FOMO feature The FOMO feature lets Non-members see an Event but blocks them from signing up early — only Members can sign up during the early window. Showcasing the Event to Members first, before opening it to Non-members, makes it more likely to fill with your existing Members. --- # Agent Instructions This documentation is published with GitBook. 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