Sell Packages and Memberships

Packages and memberships both live in Billing > Catalog.

• A package is a prepaid block of hours, such as 10 hours of aircraft time and 10 hours of instruction. Hours come off automatically as matching flights are completed.
• A membership charges dues on a schedule (or is free) and gives members discounted rates on their flight invoices.

Create a package

1. Open Billing > Catalog and click Add Package.
2. Enter the Package name and Description.
3. Under Price and expiry, choose Paid package or Complimentary, set the Package price, and optionally set when the hours expire.
4. Click Next. Add hour buckets: pick the type (Flight hours, Airtime, Flight instruction, Ground instruction, or Custom), the hours, and which aircraft they apply to. Click Add bucket for each one.
5. Click Save and close.

Create a membership

1. In Catalog, click Add Membership.
2. Enter the Membership name and Description.
3. Set Renews every (Day, Week, or Month) and an End period if it should stop after a set time.
4. Choose a Billing type: Paid dues or Free. For paid dues, enter the amount.
5. Under Discounts, set dollar or percent discounts for aircraft rental, flight instruction, and ground instruction, and choose which aircraft and instructors they apply to.
6. Click Save and close.

Dues can't be changed after you save. To offer a new price, add a new membership.

Enroll a customer

1. On the package or membership row, click Enroll people.
2. Search for the customer under People.
3. Pick their card under Card on file, or send the plan for payment instead.
4. For memberships, set the Start date.
5. Check the Enrollment summary, then click the button that fits: Enroll and charge card, Schedule enrollment (future start date), Send package, Send membership invoice, or Enroll for free plans.

Track usage

The enrollments table in Catalog shows progress for packages and the next billing date for memberships. Click a row to see hours left, which flights used them, payments, and upcoming reservations. The customer's profile also has Packages and Memberships sections.

Cancel a membership

Open the enrollment, click Cancel, then choose End at next bill or End now. Keep enrollment closes the dialog without changes.

Troubleshooting

• "No card on file. Ask them to add a card before enrolling." Click Request card right in the dialog, or send the plan for payment.
• "Email required." Add an email to the customer's profile before sending an invoice.
• A membership charge failed. Open the invoice. Payment failed shows options to try the card again or add a new card.
• Custom buckets don't burn down on their own. Completed flights only take hours from the flight, airtime, and instruction buckets.