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Create a Punch Pass

Learn how to create a Punch Pass in Topo, including punch quantity, expiration, visit consumption at check-in, household limitations, refunds, and cancellation considerations.

When to use this

Use this article when you need to create a Punch Pass in Topo. The main staff surface is Staff > Membership > Plans. It is written for Owners, Managers.

What this covers

  • Punch quantity, expiration, visit consumption at check-in, household limitations, refunds, and cancellation considerations

Before you start

  • 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.

Steps

  1. Open Membership > Plans and create a punch-pass access product.

  2. Set punch quantity, price, expiration, taxes, and location access.

  3. Review whether guest use, family use, or transfer-like behavior is allowed by your gym policy.

  4. Save and test the check-in deduction order with other active access.

  5. Use access history to monitor remaining punches and expiration.

What happens after saving or completing this

  • 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.

Common issues and fixes

  • 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.

Related articles

  • Plan and Access Model Overview

  • Sell Access from POS

  • Understand Customer Access

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