How to Create Online Membership Offerings

Migration Agent Default

March 15, 2026 19:00

Online Membership Offerings allow customers to purchase memberships or punch passes on your website or at a kiosk in your facility.

Once configured, customers can:

Purchase memberships online
Enter billing information for EFT memberships
Accept terms and conditions
Receive an automated confirmation email

After creating an offering, you can place it on your website using an online widget.

Tip: Many gyms start by creating one offering for each membership type, such as Individual Monthly Membership or Family Membership. Additional promotions or specials can be created later by duplicating an existing offering.

Before You Start

Before creating an online membership offering, confirm the following:

Your membership products already exist in Rock Gym Pro.
These products will be used when setting up pricing.
Payment processing is configured.
Online memberships require integrated credit card or ACH processing.
An online waiver or form has been published to turn on your online capabilities
Your Calendar/Membership Offering settings have been configured to establish time zone, currency, etc.
You know which memberships you want to sell online.

Common examples include:

Individual Monthly Membership
Couple Membership
Family Membership
Prepaid Membership
Punch Pass

Basic Overview

Creating an online membership offering involves the following steps:

Create the membership offering.
Define who the membership is for.
Set the membership pricing.
Customize what customers see online.
Add terms, agreements, and confirmation emails.
Preview the purchase experience.
Add the membership to your website.

Step 1 – Create Participant Types

Go to:
Data Entry → Manage → Online Membership Offerings – Configuration
Click Settings.
Navigate to the Participant Types tab
Participant Types determine the different types of people you can sell Memberships to, each with their own different pricing rules.
Click on the Add button
Enter the name of the Participant Type/Membership - both singular name and plural name.
Example:
Adult/Adults
Child age 17 or younger/Children age 17 or younger
Active Military or Student/Active Military or Students
Enter the Minimum and Maximum number of each type that can be sold.
Once you have your Participant Types defined, Click OK to close the window.

Step 2 – Create a New Online Membership Offering

Go to:
Data Entry → Manage → Online Membership Offerings – Configuration
Click Add Offering.
Enter a name for the offering. Examples: Individual Monthly Membership, Family Autopay Membership, 10-Visit Punch Pass
Select the Offering Type
Simple Quantity Pricing = Used for set priced items like a punch card or day pass, but can also be used for simply priced memberships. The unit price is the same no matter how many items are purchased.

Membership Matrix Pricing = Used for prepaid or EFT/monthly billed memberships, or any other offering that includes different pricing depending on the number of items purchased.
Select the Participant Types that are able to purchase your Offering.
Click OK to create the offering.

Once created, you can begin configuring the membership details.

Step 3 – Offering Properties

Define who the Membership is for, what questions to ask, and more

Open the Properties tab.

Participant Types

Here you will configure the participant rules for the membership.

Important settings include:

Participant Types
Select which participant types are allowed to purchase this offering.
Minimum Participants
The minimum number of people required for the membership.
Maximum Participants
The maximum number of people allowed on the membership.

Example:

These settings determine the options that will appear when customers select the membership online.

Custom Questions

There are two types of custom questions you can configure:

Order Level Questions - Questions that appear only ONCE for the entire purchase (E.g. Does everyone on this transaction live at the same address?)
Participant Level Questions - Questions that will appear for EACH participant listed on the purchase.

Kiosk Payment Mode

You have the option of selling memberships on your website AND at your facility from Waiver Kiosk stations. The Kiosk Payment Mode section defines how payment should be captured if you’re selling memberships from a Kiosk station.

Availability

You can limit the availability of when a membership is sold, for example when you have a membership sale.

Step 4 – Customize What Customers See Online

Open the Online Display tab.

This section controls how the membership offering appears to customers on your website.

You can configure:

The offering title
A description of the membership
Images or display text

Use this section to clearly explain what the membership includes and any important details customers should know.

Step 5 – Configure Membership Billing Settings

Open the Membership Settings tab.

Choose the settings that apply to the type of membership you are selling.

Monthly (Recurring) Memberships

If you are selling recurring monthly memberships, enable the option to: Prompt for billing information during checkout

This allows the customer to enter their credit card or bank account information during the online purchase process.

Prepaid Memberships

If you are selling prepaid memberships, you may want to enable: Require membership start date

This allows customers to purchase the membership now but select when it should begin.

Step 6 – Set Membership Pricing

Open the Pricing: Membership Matrix tab.

The contents of the Membership Matrix shown here is determined by the Participant Types and the Min/Max number of participants you defined in the Properties tab. You will need to define pricing rules for each possible combination of participants allowed for a sale.

Each row represents a possible membership configuration. If your membership includes additional charges such as enrollment fees or startup fees, those products can also be added to the pricing matrix.

This brief, five-minute video tutorial shows how to set up the Membership Matrix for EFT/Monthly Dues.

Step 7 – Add Terms and Conditions

Open the Terms and Conditions tab.

Here you can add your membership agreement and policies. The text you choose to display is completely customizable.

Common items included in this section are:

Billing policies
Cancellation policies
Membership rules

You can add initials, checkboxes, signatures as well as billing dates and dues amounts.

Customers will be required to review and accept these terms before completing their purchase.

An example of how this section appears online:

Step 8 – Configure Confirmation Emails

Open the Email Settings tab.

This allows you to customize the email sent when a membership is purchased.

You can configure:

Confirmation email text
Notification emails to staff
Additional purchase details

Customers will automatically receive this email after completing their purchase.

Step 9 – Post-Purchase Actions

This is where you can specify the settings for what happens AFTER a customer purchases an online membership.

Options on this tab include:

Generate a PDF contract document from the Terms and Conditions

When the document is signed, you will be able to see the document under ‘Find Documents’ in RGP which your staff can then attach to the new member.

When you select this option, you will see additional settings below that allows you to define the type of document being created (E.g. EFT Terms and Conditions, Waiver, etc.)

Generate RGP Membership Change Request with the purchase details.

After a customer makes a purchase, the transaction would come into RGP as a pending Member Change Request in Data Entry.

Your staff can then configure the new member as an EFT or prepaid member based on what the customer purchased and their desired start date.

Create Additional Steps for Staff to Complete

Additional instructions can be generated in the member change request form for staff to complete set up.

Step 10 – Preview the Online Purchase Experience

Before making the offering live, click: Preview Online Presentation

This allows you to review exactly how the membership purchase page will appear to customers.

Check that:

Pricing is correct
Descriptions are clear
Terms and agreements appear properly

Step 9 – Add the Membership Offering to Your Website

Once your offering is complete, you can display it on your website using an Online Widget.

Go to Online Widgets
Copy the widget code you desire
Add the code to your website

You can read more about website widgets here: Webmaster Guide to RGP Web Widgets

Customers will now be able to purchase memberships online.

Why Isn't My Offering Showing Online?

If your membership offering does not appear on your website, check the following:

The offering has been published
The correct widget code is on your website
The offering availability dates allow it to be sold

You can also use Preview Online Presentation to confirm how the offering will appear to customers.