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Choosing your services and plans

3 min read·Updated July 2026

Two decisions shape everything you do afterwards: what you schedule, and what you sell. They are separate on purpose, and keeping them separate is what lets one Spin class be paid for by four different memberships.

What you schedule

A service is the thing itself: Spin, Martial Arts, Nutrition Consult. Name it for what a client would call it. The only real question is whether it books out a person or a room, which is what makes it a 1:1 appointment rather than a class with seats.

What you sell

A plan wraps services in a price: a monthly membership, a ten-session pack, a drop-in. Start with the two or three you actually sell today, not the price list you might want next year; plans are quick to add and archiving an old one never disturbs the people already on it. The shapes are laid out in Memberships, packs and drop-ins.

What the starter templates give you

Starting points
SEEDED EXAMPLES
Gyma class, monthly plans, a coach and a room
Clinica consultation and a 10-session package
Blanknothing at all

A template is a head start, nothing more. Everything it creates is an ordinary record you can rename, reprice or delete, and choosing gym never stops you selling packages or running appointments. Picking blank is a perfectly good answer if you know what you sell.

Fastest way to get this right: seed a template, open the example plan, and edit it into one of yours. Reading a working example beats a blank form.

What you can defer

Grouping services into bundles, capping visits per month and writing the terms members sign are all worth doing, and none of them need to happen today. Add them when the question comes up; existing members are never disturbed by a plan edit.

Good to know
Once your services and plans look right, the rest of the first day is in Your setup checklist.
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OverviewWhat you scheduleWhat you sellWhat the starter templates give youWhat you can defer