01: Pre-sales Process, Overview

⤷ Pre-sales Process Checkpoints

BETA’s pre-sale process consists of a series of steps designed to prepare you for going live with sales. These steps include:

• Integrating your payment provider with BETA to enable you to receive payments

• Setting up your electronic receipt and invoice templates to be sent to customers

• Creating your pre-sale offerings so customers can purchase them (e.g., passes, events etc)

• Generating BETA widgets for your pre-sale offerings to enable seamless online purchases

• Setting up forms and waivers for customers to complete during the purchase process, ensuring they’re ready to climb once you open

• Deciding what happens to these offerings after your gym opens

  • e.g., if you wish a price update of these passes etc

⤷ Pre-sales Process Timeline

02: Set Up For Pre-sales

⤷ What we need to know to get you started

• Your Official Opening Date

• Duration of the Pre-sale offer after official opening

  • When do you wish for visitors to be changed to a different price/offering?

• Billing Style

  • i.e., rolling or pro-rated

    Rolling VS Pro-rated Subscription

    Understand the difference between rolling subscriptions, and pro-rated subscriptions.

⤷ Integrate Your Chosen Payment Provider

• Please confirm which payment provider you will be using. Your gym’s designated contact must contact us and let us know via the BETA support chat in the dashboard

  BETA's Integrated Payment Providers

  Here you can find a list of all payment providers currently integrating with BETA.

• Integrate your payment provider with BETA on the Integrations Page on your dashboard

  • Check out all of our Payment Integrations Guides

⤷ Electronic Receipt & Invoice Templates

• Check the below help article to understand what electronic receipts and invoices are used for

• Read the guide below for what information our team needs from you to complete the set up of these for you. Please provide the information via via the BETA support chat in the dashboard

⤷ Create Your Pre-sale Offerings

› Passes Creation

• Read the article linked below to understand the different types of passes you can create in BETA

• Watch the video in the article linked below for a step-by-step process of creating your passes

› Event Creation

If you also wish to sell events as part of your pre-sales, please refer to the guide below.

• Read the article linked below to understand the different types of events you can create in BETA

• Watch the video in the article linked below for a step-by-step process of creating your event/course templates

› Other Offerings

If there is anything specific that you wish to include in your pre-sales such as physical products, gift cards etc please do get in touch with the onboarding BETA team via the BETA support chat in the dashboard.

⤷ Generate BETA Widgets

If you wish to enable online sales, you must generate your BETA widgets for each of the products/offerings you have created and wish to include in pre-sales.

Please refer to the relevant guidance linked below!

⤷ Set Up Participant Forms/Waivers

If you wish for your visitors to sign a participant waiver during purchase of the pre-sales offering (i.e., their pass), we can get that set up for you!

If you wish this set up, your gym’s designated onboarding contact must contact the BETA tam via the BETA support chat in the dashboard.

Please refer to the relevant guidance linked below if you wish to learn more about forms!

⤷ Additional Considerations

› Keep it simple with your passes

We suggest creating a dedicated “Early Bird” pass price

• This Early Bird rate is applied to the first month(s) of membership

• After your official opening, standard membership pricing can be applied using the Subscription Price Updater, available on BETA’s Club Tier and above

• This setup allows for clear and concise reporting of pre-sale data and insights

Most gyms offering pre-sales choose to charge the “Early Bird” presale value upfront and set the subscription to activate when the gym opens.

BETA suggests using this approach because:

1. Ensures members commit with a valid payment method (as long as the account is charged, even if it’s just a few dollars)
2. Provides some cash flow before opening day

› Want to use a 100% Promotion?

If you want to make your offering free with a 100% promotion, it’s important to note that BETA does not allow payment-method capture on fully discounted signups.

This means that if a 100% promotion is set, no payment will be collected, and therefore no payment details will be saved.

› Gym referrals (via BETA’s Booking Forms)

Business tier & above

Some gyms choose to provide incentives to members for referring other new members.

To facilitate a referral incentive during your gym’s pre-sale, create a booking form, and tie it to your membership sale. New members can select how they heard about the gym (use the multi-select option).

It's important that they provide the email address of the person who told them about your gym. This will help avoid any confusion in BETA for members with the same name, for instance.

Check out our Booking Forms Explainer for setup guidance

03: After Your Gym Opens

⤷ Create the rest of your offerings

By the time you have opened, you’ll need to have created all your offerings i.e., passes, events, products.

Please refer to your checkpoints on your dedicated Notion onboarding timeline.

⤷ Update Pass Prices post open day

If you wish to bulk update prices for visitors who purchased a pre-sale pass, use BETA’s Price Updater.

Available on BETA’s Club Tier and above.

Lost? We’ve got you covered!

Use the search box on the main Help to search the entire list of available help guides, or drop your question in the Support Chat!