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Offer recurring memberships by creating a membership plan

Memberships are recurring subscriptions to services from your studio. They’re the ideal product for most studios to sell, depending on your business model, because they ensure a continuous revenue stream in addition to helping to build a community of familiar faces in your studio.

The alternative to memberships are credit packs, where users buy a one-off pack of credits which don’t automatically renew at expiry.

In this article we’ll get real geeky about memberships and the seemingly unlimited ways they can be configured in Clovo to allow you to offer the exact product offering your business needs.

Creating a Membership Plan

While logged into Clovo as an owner or admin:

  1. Go to Products > Plans:
  2. Click Add Plan
  3. Configure your plan:
    • Choose the duration of the billing period (e.g., fortnightly, monthly, quarterly, yearly).
    • Define the number of classes or sessions included in the membership.
  4. Customise Plan Details:
    • Add a description that highlights the features and benefits of the membership.
  5. Create

Benefits of offering Membership Plans

  • Retain Clients: Encourage clients to commit to your studio long-term with membership plans.
  • Increase Revenue: Offer discounts and incentives to attract more clients and boost revenue.
  • Build Community: Create a sense of belonging and community among your members.

How Membership Booking Windows and Allowances Work

If your membership includes a set number of classes, those classes are counted within booking windows. A class uses the allowance for the window it takes place in, not the day you booked it. This means you can book ahead, but each week or fortnight still has its own limit.

How booking windows work

  • Weekly memberships use Monday to Sunday windows.
  • Fortnightly memberships use 2-week windows that run Monday to Sunday across both weeks.
  • And so on for longer membership billing cycles.
  • You can book ahead into future windows.
  • Each class counts toward the window its class date falls in.
  • Unused classes do not move into the next window.

Your first membership period

If you join on a Monday, your membership is already aligned to the normal weekly or fortnightly pattern.

If you join part-way through the week, we do not expect you to use a full allowance in only a few days. Your first allowance is measured from the day you join until your first renewal date. After that, your membership follows the normal Monday-based booking windows.

This is designed to avoid the unfair situation where someone joins mid-week and only gets a few days to use a full allowance.

Example: Weekly membership

You have a weekly membership with 3 classes per week.

You join on Thursday 6 August.

Your first allowance covers the period from Thursday 6 August until your first renewal date. During that first joining period, you can use up to 3 classes. You are not limited to only the remaining few days of that calendar week.

Once your membership moves onto its regular cycle, classes are counted in Monday to Sunday windows.

For example:

  • If you already have 3 classes scheduled in one Monday to Sunday week, you cannot add a 4th class in that same week.
  • If you book a class today for next Tuesday, it uses next week’s allowance, not this week’s.
  • If you have used all 3 classes this week, you can still book classes that fall in the following week, as long as that next week still has allowance available.

Example: Fortnightly membership

You have a fortnightly membership with 6 classes every 2 weeks.

Once your membership is on its regular cycle, one booking window might run from Monday 4 May to Sunday 17 May. The next window would run from Monday 18 May to Sunday 31 May.

How Future Bookings Work on Memberships

If you book classes in a future booking window, those bookings are treated as credit bookings. This means they are held on the assumption that your membership will still be active when that future window arrives.

A credit booking does not mean an extra payment is taken at the time of booking. It simply means the booking is being reserved against a future membership allowance.

What a credit booking means

  • If you book a class in a future week or fortnight, it uses the allowance for the window the class takes place in.
  • That future booking is held in advance based on the expectation that your membership will renew as normal.
  • If your membership remains active, the booking stays in place and counts toward that future window’s allowance.

Example

You have a weekly membership with 3 classes per week.

If you already have classes booked for this week, you can still book a class for next Monday if next week still has allowance available. That booking is treated as a credit booking until that next membership window is reached.

What happens if you cancel your membership

If you cancel your membership, any credit bookings for classes that take place after your membership ends will be cancelled.

This is because those bookings were being held on the assumption that your membership would renew, and once you cancel, that is no longer the case.

What stays booked

Any bookings for classes that take place on or before your paid-through end date will remain booked.

Example

If you cancel on the 15th, but your membership stays active until the 18th because that is the date you have already paid up to:

  • A booking on the 17th stays booked
  • A booking on the 18th stays booked
  • A booking on the 19th or later will be cancelled if it was a credit booking

Why credit bookings are cancelled when a membership is cancelled

Studios often have limited spaces in class. When a membership has been cancelled, any future bookings that rely on a renewal are removed so those places can be made available to other clients.

If you want, I can also turn this into:

  • a shorter in-app help version
  • an FAQ version
  • a combined article that explains both booking windows and credit bookings together

This means:

  • You can book up to 6 classes between 4 May and 17 May.
  • If you already have 6 classes scheduled in that 2-week window, you cannot add a 7th class in the same window.
  • You can still book classes that fall between 18 May and 31 May, because those use the next fortnight’s allowance.

What you can and can’t book

You can:

  • Book ahead into future weeks or fortnights
  • Use the full allowance available in each booking window
  • Book across multiple windows, as long as each window stays within its own allowance

You can’t:

  • Book more classes than your membership includes in a single week or fortnight
  • Use next week’s or next fortnight’s allowance to add extra classes to the current window
  • Carry unused classes into another window unless your studio offers a separate rollover policy

Why a booking may be blocked

The most common reason is that the class falls in a week or fortnight where you have already used the full allowance, even if you made the booking weeks in advance.

How Future Bookings Work on Memberships

If you book classes in a future booking window, those bookings are treated as credit bookings. This means they are held on the assumption that your membership will still be active when that future window arrives.

A credit booking does not mean an extra payment is taken at the time of booking. It simply means the booking is being reserved against a future membership allowance.

What a credit booking means

  • If you book a class in a future week or fortnight, it uses the allowance for the window the class takes place in.
  • That future booking is held in advance based on the expectation that your membership will renew as normal.
  • If your membership remains active, the booking stays in place and counts toward that future window’s allowance.

Example

You have a weekly membership with 3 classes per week.

If you already have classes booked for this week, you can still book a class for next Monday if next week still has allowance available. That booking is treated as a credit booking until that next membership window is reached.

What happens if you cancel your membership

If you cancel your membership, any credit bookings for classes that take place after your membership ends will be cancelled.

This is because those bookings were being held on the assumption that your membership would renew, and once you cancel, that is no longer the case.

What stays booked

Any bookings for classes that take place on or before your paid-through end date will remain booked.

Example

If you cancel on the 15th, but your membership stays active until the 18th because that is the date you have already paid up to:

  • A booking on the 17th stays booked
  • A booking on the 18th stays booked
  • A booking on the 19th or later will be cancelled if it was a credit booking

Why credit bookings are cancelled when a membership is cancelled

Studios often have limited spaces in class. When a membership has been cancelled, any future bookings that rely on a renewal are removed so those places can be made available to other clients.

Showcase your studio’s talent with trainer profiles

Showcase your talented training staff with trainer profiles in Clovo Studio. These profiles not only give clients a glimpse into your team but also enhance their experience by highlighting the professionals behind the classes. Follow these steps to create engaging trainer profiles.

Step-by-Step Guide to Creating a Trainer Profile

  1. Navigate to Trainer Profiles:
    • In the dashboard, expend the ‘Setup’ menu and find ‘Profiles’.
  2. Add a New Trainer Profile:
    • Click on ‘Add Profile’ and enter the trainer’s name, professional title, and upload a profile photo.
  3. Write a Biography:
    • Include a short but informative biography that highlights the trainer’s expertise and personality.
  4. Save the Profile:
    • Once all details are added, click on ‘Save’ to create the trainer profile. The profile will now be published and visible in client apps.

Importance of Trainer Profiles

Trainer profiles serve as a powerful tool to:

  • Showcase talent: Highlight the expertise and skills of your training staff.
  • Build trust: Clients feel more connected and confident when they know the professionals behind the classes.
  • Personalise experience: Match clients with trainers based on their preferences and goals.

Flexibility of Trainer Profiles

It’s important to note that trainer profiles are not connected to user accounts. This allows studios to:

  • Decouple admin staff: Keep trainer profiles separate from admin roles if needed.
  • Maintain flexibility: Easily update and manage trainer profiles without affecting other aspects of the studio management.

By creating engaging trainer profiles, you enhance the overall experience for clients and create a stronger connection between them and your studio.

Offer popup classes for one-off unscheduled offerings for your clients

Sometimes you want to offer a one-off class that is outside of your normal weekly schedule. Clovo has built-in support for these occasions with pop-up classes, allowing you to use your usual booking system to run special events, workshops, or substitute classes.

What is a pop-up class?

A pop-up class is a single class opening that occurs only once. Unlike scheduled classes that repeat weekly, a pop-up is tied to a specific date. Pop-ups are ideal for workshops, guest instructor sessions, holiday specials, or any class that doesn’t fit your regular timetable.

Creating a pop-up class

  1. In Clovo Studio, go to the Openings page.
  2. Click the + Add Pop-up button in the top right.
  3. Select a specific date for the class (this replaces the day-of-week selector used for scheduled classes).
  4. Set the time the class starts.
  5. Choose the class type from your existing class list.
  6. Select the location.
  7. Assign one or more instructors.
  8. Click Create.

The pop-up class will immediately appear in your Openings list and be available for clients to book in the app.

Pop-up vs. scheduled classes

The key difference is that scheduled classes repeat every week on a set day and time, while pop-up classes happen once on a specific date. If you find yourself creating the same pop-up class regularly, it’s probably time to add it to your schedule instead.

How to offer secret deals on your plans and packs

Want to offer exclusive credit packs or memberships to specific clients? Some deals are just too good to make public or are super tailored to a specific client’s needs. Clovo Studio makes it easy to create and manage private plans tailored to individual needs. Follow these steps to get started.

Step 1: Creating the Private Plan/Pack

  1. Log In to Clovo Studio:
    • Use your admin credentials to log in to Clovo Studio.
  2. Navigate to Membership/Plans:
    • In the dashboard, go to the Membership or Plans section.
  3. Create a New Membership/Credit Pack:
    • Click on ‘Create New’ and fill in details like name, pricing, and benefits.
  4. Toggle the ‘Secret deal’ Switch On:
    • In the plan settings, turn on the ‘Secret deal’ switch to make it exclusive.

Step 2: Giving Access

  1. Find the Client(s):
    • Navigate to the Clients or Users section.
  2. Add the Plan to Their ‘Secret deals’ Tab:
    • In the client’s details, go to the ‘Private Plans’ tab and add the plan.
    • Your client will now be able to see the private plan when they tap on their ‘You’ tab in app.
    • Clients will be notified that they have been given private access.

Step 3: For Clients, View and Purchase Private Plans

  1. Access the Private Plan in Clovo Client Apps:
    • Clients can view and purchase private plans under the ‘You’ tab in their Clovo client apps.
    • Only the clients you gave access to in Section 2 can view or purchase the plan in this way.
    • The clients with access can purchase as per any other plan or pack in Clovo.

Quick Tips

  • Personalise Your Offerings: Tailor private plans to specific client preferences for a personalised experience.
  • Communicate Clearly: Inform selected clients about their access to private plans and how to purchase them. Clients will be notified automatically when given private access.
  • Review and Update: Regularly review and update private plans to keep them relevant and ensure the right clients have access.

Change the branding of your client’s Clovo apps

Whether it’s your client app running on your client’s iOS or Android device, landing pages, transactional emails, or invoices — you want every touch point to reflect your studio’s brand. Clovo lets you customise the look and feel of your client-facing apps so they feel like your own.

What you can customise

  • Studio logo — displayed in the app, landing page, and emails
  • Brand colours — primary and accent colours that style buttons, headers, and UI elements
  • Studio description — a short bio that appears on your landing page and app profile
  • App icon — customise the icon that appears on your clients’ home screens

How to update your branding

  1. In Clovo Studio, go to Setup > Apps (or click Setup Branding from the dashboard).
  2. Upload your studio logo. For best results, use a square image with a transparent background (PNG format recommended).
  3. Set your brand colours using the colour picker or by entering hex codes.
  4. Add or update your studio description.
  5. Save your changes. Updates will be reflected across all platforms — the Clovo app, your landing page, and transactional emails.

Branding tips

  • Use your actual brand colours — consistency across your website, social media, and Clovo builds recognition
  • Keep your logo simple — it needs to look good at small sizes on mobile screens
  • Write a compelling description — this is often the first thing a new client reads about your studio
  • Check both platforms — preview how your branding looks on both iOS and Android, and on your landing page

Change the date and time of existing openings

As a busy studio owner, keeping your class schedule flexible is key. Sometimes, you need to tweak the date or time of an existing class opening to accommodate everyone’s needs. With Clovo Studio, making these changes is a breeze. Here’s how to do it in just a few simple steps.

Step-by-Step Guide to Changing Class Dates and Times

  1. Log In to Your Clovo Studio Dashboard:
    • Grab your device and log in to your Clovo Studio account. Enter your credentials to access the dashboard where the magic happens.
  2. Find the Class Opening:
    • Once logged in, navigate to the “Classes” or “Schedule” section of your dashboard. Here, you’ll see a list of all your upcoming class openings.
  3. Select the Class to Change:
    • Browse through the list and find the class opening you need to adjust. Click on the class to open its details.
  4. Click the ‘Change Time’ Button:
    • Within the class details, look for the ‘Change Time’ button. This is your gateway to updating the date and time. Click it to proceed.
  5. Set the New Date and/or Time:
    • A new window or form will appear where you can set the new date and/or time for the class. Use the calendar and time picker to select the new schedule.
  6. Confirm the Change:
    • Once you’ve set the new date and time, click the ‘Confirm Change’ button to save your updates. Your class schedule is now updated!

Quick Tips

  • Double-Check Your Changes: Before confirming, make sure the new date and time don’t clash with other classes or events.
  • Notify Your Clients: Once the change is confirmed, notify your clients about the new schedule. Use Clovo Studio’s communication tools to send out updates.
  • Stay Organized: Regularly review your class schedule to ensure everything is up-to-date and avoid any last-minute changes.

By following these steps, you can easily adjust your class schedule to fit your needs and keep your studio running smoothly. If you need any more help, feel free to reach out to our support team. We’re here to make your life easier.

Add a liability waiver for your studio

Running a tight ship at your gym or studio means keeping everything in order, including your waiver agreements. Ensuring every member signs a waiver not only protects your business but also sets clear expectations. Here’s how you can easily add a Gym/Studio Waiver agreement to your studio in the Clovo Studio dashboard.

Step-by-Step Guide to Adding a Waiver Agreement

  1. Log In to Your Clovo Studio Dashboard:
    • Fire up your computer or mobile device and log in to your Clovo Studio account. If you’re not already logged in, enter your credentials to access the dashboard.
  2. Navigate to the Settings Menu:
    • Once you’re in, find the settings icon (the gear icon) in the main menu. Click it to open your studio’s settings.
  3. Go to the Waiver Agreements Section:
    • In the settings menu, look for the “Waiver” tab. Click on it to access the waiver management section.
  4. Input Waiver Details:
    • In the available space, paste the text of your waiver agreement. Make sure it includes all necessary legal and safety information.
  5. Save and Publish:
    • Once you’ve entered all the details, click the “Save” button to make the waiver active.
    • The waiver will now be available for new members to view when signing up to your studio.
  6. Communicate with Your Members:
    • Notify your members about the new waiver agreement. You can do this via email, in-app notifications, or during their next visit.

Quick Tips

  • Review Regularly: Periodically review your waiver agreements to ensure they are up-to-date with the latest legal and safety standards.
  • Clear Communication: Make sure the language in your waiver is clear and easy to understand. Avoid legal jargon that might confuse your members.
  • Stay Organized: Keep track of who has signed the waiver and follow up with members who haven’t completed it yet.

By following these steps, you’ll ensure that your waiver agreements are properly set up and that your studio is protected. If you need any more help, feel free to reach out to our support team. We’re here to keep your business running smoothly.

Changing what notifications you receive as a studio admin

We know your day is packed with sessions, client check-ins, and all things health and wellness. Staying on top of notifications is crucial, but sometimes, you need a little peace and quiet. Here’s how you can easily toggle your notifications on and off to keep your workflow smooth and your sanity intact.

Step-by-Step Guide to Toggle Notifications

  1. Log In to Your Studio Account:
    • Grab your favorite device and log in to your studio account. It’s the first step to notification bliss.
  2. Go to your admin profile:
    • Once you’re in, navigate to your own user profile under the ‘Admins’ section of the Clovo Studio navigation sidebar.
  3. Navigate to Notifications:
    • At the bottom of your profile, look for the “Notifications” card. This is your control centre for all things alert-related.
  4. Toggle Notifications On/Off:
    • You’ll see a list of different types of notifications you can receive. Each type has a toggle switch next to it. Want to turn off new booking alerts but keep cancellation notices? Simply switch them on or off according to your preference.
  5. Save Your Preferences:
    • Don’t forget to hit “Save” after making your changes. This ensures your new settings are locked in.
  6. You’re All Set!:
    • That’s it! You’ve now customized your notifications to fit your busy lifestyle. Enjoy the perfect balance of staying informed without being overwhelmed.

Quick Tips

  • Test It Out: Toggle a notification off and on to make sure it’s working as you expect.
  • Stay Flexible: Adjust your settings as your needs change. You can always come back and tweak things.
  • Stay Informed: Critical alerts like cancellations or payment failures might be best kept on, just so you’re always in the know.

By following these steps, you can make sure you’re getting the right information at the right time. Now, go forth and conquer your day with the perfect notification setup!

If you need any more help, feel free to reach out to our support team. We’re here to keep you moving forward.

Send a client a password reset

If your clients are having trouble accessing their accounts, you can help them reset their passwords directly from Clovo Studio. This is quicker than asking the client to navigate the password reset process on their own.

How to send a password reset

  1. Log in to Clovo Studio.
  2. Navigate to Clients and find the client who needs a password reset.
  3. Open their client profile.
  4. Click the option to send a password reset.
  5. The client will receive an email with a link to create a new password.

Things to know

  • The reset link is sent to the email address on file for that client — make sure their email is correct before sending
  • Reset links expire after a set period for security — if the client doesn’t use it in time, you can send another one
  • Clients can also initiate a password reset themselves from the login screen of the Clovo app
  • If a client repeatedly has trouble logging in, check that they’re using the correct email address — sometimes clients create multiple accounts with different emails

Create introductory offers for new clients

Clovo makes it possible to offer introductory deals to new clients. Introductory offers are a great way to bring new clients through the door — either as a free short-term trial or a discounted first purchase that lets them experience your studio before committing to a full membership or credit pack.

What is an introductory offer?

An introductory offer is a special product that is only available to clients who haven’t purchased from your studio before. Once a client has made any purchase, introductory offers are no longer visible to them. This ensures the deal is genuinely reserved for newcomers.

Creating an introductory offer

  1. In Clovo Studio, go to Products.
  2. Create a new credit pack or membership plan as you normally would.
  3. Enable the Introductory offer option. This marks the product as available only to new clients.
  4. Set your pricing — you might offer a discounted rate, a limited number of credits, or even a free trial period.
  5. Save the product.

Tips for effective introductory offers

  • Keep the barrier low — a free or heavily discounted first visit removes the risk for new clients
  • Set a short expiry — encourage new clients to try your classes quickly rather than sitting on the offer
  • Limit the credits — 1-3 classes is usually enough for a new client to decide if your studio is right for them
  • Have a follow-up plan — make sure you’re ready to convert trial clients into paying members