7 views Updated 11 days ago

Configure Plan Eligibility

Learn how to configure Plan Eligibility in Topo, including first-time-only plans.

When to use this

Use this article when you need to configure Plan Eligibility in Topo. The main staff surface is plan form. It is written for Owners, Managers.

Use a staff role that can view and edit membership products.
Create needed locations, categories, tax rates, and payment setup before publishing a sellable plan.
Decide whether this workflow affects member signup, POS, staff-only sales, existing members, or billing rules.
Review the plan summary and test with a realistic member before making the product broadly available.
When changing sold terms, use the guided version, migration, switch, freeze, cancel, or refund workflow instead of assuming old access records update automatically.

Open the plan form.
Set first-time-only rules if the plan is for new members only.
Set minimum and maximum ages where appropriate.
Choose whether the plan is suitable for dependents.
Review location availability and signup visibility.
Test with a member profile that should be eligible and one that should be hidden.

Topo saves the record in your gym account and updates the related staff screens.
Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.
Review the affected profile, checkout, signup page, report, or audience before considering the task complete.

A visible plan does not appear to a member: review active status, signup visibility, age rules, dependent suitability, and location scope.
Editing a sold plan opens a guided change flow: existing members keep their current terms unless you migrate or switch them.
Stripe sync fails: save did not fully complete for billing checkout. Retry after payment setup is ready or ask an owner to review Stripe readiness.