A walkthrough of the switch plan set up process
Switch plans are built into your Customer Portal or Member Management Form. With Switch Plans, you can give your customers the option to change their membership to a different plan tier, and have this change automated seamlessly in your Point of Sale.
Before you begin
- Make sure your plans have been exposed to the API. For DRB customers, you will need to ensure you have $0 seller versions of your standard plans, as well as a Terminate No Refund item.
- Decide if you would like your plan switches to occur on the date that the customer submits the request, OR on the recharge date.
- For DRB only: Work with your CSM to ensure the Terminate No Refund item is set in your Replication Group.
How many Switch Plans do I need?
You'll need to create one Switch Plan for each option you would like to present to customers to switch into.
For example, if your wash offers 3 types of standard memberships, you'll need to create 3 switch plans. If you offer 3 types of memberships and have two different price points for each based on location, you'll need to create 6 switch plans.
How to Create Switch Plans
1. Create new Switch Plan
To create a Switch Plan, go to Customer Management > Switch Plans > Actions > New Switch Plan
2. Set a name, price, and Plan Type.
Give the Switch Plan a customer-facing name and price. Then, select the Plan Type that matches the Plan the customer would be switching into.
For example, if you are creating the Ultimate Monthly Unlimited switch plan, the Plan Type would be Ultimate.
3. Select a Replication Group – this is your POS server.
If you only have one POS server connected to Rinsed, that will be pre-selected.
Then, select a Plan - this is the plan that members will move into when they select this option.
For DRB Customers: If you are doing non-prorated switches (recommended), you'll want to select a $0 seller version of your plan here. If you want to prorate all upgrades and downgrades, you'll use the full price seller ARM plan.
For all other POS: Simply select a standard monthly membership plan.
Example selection for a DRB non-prorated switch using a $0 seller:
Example selection for a DRB prorated switch using a full price ARM plan:
4. Add a text description and/or image to describe your plan.
Either the Description or an attached Image should explain what services are included with this membership.
If using images, we recommend a horizontal banner.
Here is an example of what a customer would see in the Customer Portal if images are added to Switch Plans:
5. Set eligibility restrictions
When a customer goes to change their membership plan through your Member Management form or Customer Portal, they will only see the options for which they are eligible. There are a number of ways that you can restrict Switch Plan eligibility:
- Locations - Make this Switch Plan visible only to members associated with a certain location. This can be helpful for washes that offer different pricing per location. For example, if your Ultimate Plan costs $20 at Location A and $25 at Location B, you'll need to create two separate Switch Plans and restrict each one to the appropriate locations. Leave blank to default to all locations.
- Min visits per month - Restrict plan switches to members who wash a minimum of X times per month. Leave toggle off for no minimum.
- Max visits per month - Restrict plan switches to members who wash a maximum of X times per month. Leave toggle off for no maximum.
- Min membership age in months - Restrict plan switches to members who have been active for X months. For example, you could set this to 1 if you want to prevent switches within the first month. Leave toggle off for no minimum membership age.
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Min days since last switch plan - Restrict plan switches to members who have not initiated a plan switch through Rinsed in the last X days. This can help prevent "gaming the system". Leave blank for no minimum days since last switch.
- Eligible Plan Types - Only members within this plan category ("Plan Type") will be eligible. We recommend leaving this blank (defaults to all plan types eligible), and then designating ineligible plan types in the following field.
- Ineligible Plan Types - Members in this plan category will not see this Switch Plan option. The entry here should match the plan type set on this Switch Plan.
- For example, if you are setting up a switch plan for the Ultimate Unlimited, which falls under the Ultimate plan type, you should make Ultimate ineligible. This is because someone who is already on the Ultimate plan should not see the option to switch into the Ultimate plan.
- You may also want to exclude other special plan types, such as family plans or fleet plans, depending on your plan setup. Work with your CSM if you have questions about which plan types to set as eligible/ineligible!
6. Plan Scheduled Switch (OPTIONAL - leave blank if not in use)
This section allows you to optionally plan a second switch for members who select this Switch Plan. For example, members might first switch into the Ultimate Plan for a discounted rate of 19.99, and then go back to full price at 24.99 after 2 months.
To configure the second switch, set:
- Days to wait - number of days the member should stay on the initial plan before the second switch
- Replication group - your POS server
- Plan - the plan you would like the member to switch to after the Days to wait
For most standard switches, these fields can be left blank.
7. Delay switches until next recharge date (OPTIONAL)
If you would prefer for all plan switches to occur on the member's recharge date, you can use the following toggles to enable this setting:
- Delay downgrades until next recharge - The plan downgrade will not occur until the member's recharge date. This setting will apply to ALL plan switches through Rinsed wherein the old plan has a higher price than the new plan.
- Delay upgrades until next recharge - The plan upgrade will not occur until the member's recharge date. This setting will apply to ALL plan switches through Rinsed wherein the old plan has a lower price than the new plan.
We recommend choosing these settings to create consistency on your current onsite policy. You may also want to consider proration behavior with your POS. For example, if you would like to avoid prorated charges, you may want to delay upgrades/downgrades.
8. Activate your Switch Plan
Toggle on Is active to make this switch plan visible to eligible members.
9. Make Switch Plans visible on Member Management form or Customer Portal.
If you're currently using Member Management Forms (Ticket Forms) for membership changes, you'll want to ensure that Change membership is added as a request type.
If you're using Customer Portal for membership management, navigate to Customer Management > Customer Portal, and ensure that Switch membership is checked under Portal Capabilities.
How do Switch Plans look for customers?
On a Member Management form, with no images:
In Customer Portal, with images: