Class Credit Pack Launch Checklist
A step-by-step checklist for designing, pricing, documenting and launching a class credit pack so the terms, the tracking and the front desk are all ready before the first pack is sold.
Reviewed for 2026, updated September 8, 2026.
Most of the trouble a studio has with class credit packs is decided before the first one is sold. A pack priced without checking the cost of an attended class, an expiry rule that lives only in the owner's head, or a tracking setup that stores an editable balance instead of a history will all surface months later as thin margins, disputes and reconciliation hours. This checklist walks through the decisions in the order they need to be made, from pricing and terms through tracking, staff briefing and the post-launch review.
Work through it once per pack lineup rather than per pack, since most of the rules should be shared across sizes. Where a step involves numbers, the Class Pack Pricing and Margin Calculator and the Class Pack vs Membership Breakeven Calculator on the tools page will do the arithmetic from your own figures. Where a step involves legal terms, treat the checklist as a prompt to ask a professional, not as advice. Tick each line only when the decision is written down somewhere a staff member could find it.
- Write down your current drop-in price and the variable cost of delivering one attended class, including instructor share, supplies and card fees.
- Choose at most two or three pack sizes, each with a clearly stated per-class price, and drop any size that does not serve a real group of members.
- Run each pack through the pricing calculator and check the contribution margin per attended class, not just the margin per pack.
- Confirm that the largest pack's per-class price does not undercut your monthly membership for a member who attends often.
- Set an expiry window that is proportionate to the pack size, and decide whether the window starts at purchase or at first use.
- Decide whether you will offer a paid extension, a freeze for injury or travel, or neither, and write the rule down in plain words.
- Check your state's rules on prepaid credits, expiry and health club contracts with an accountant or attorney before publishing terms.
- State the cancellation cutoff in hours, and write what happens to the credit on a late cancel and on a no-show.
- Decide whether the first no-show in a given period is forgiven automatically and whether a late cancel carries a lighter consequence than a no-show.
- Decide whether credits can be shared with a family member, whether a pack is refundable after first use, and how a refund is calculated.
- Write a one-page terms sheet in plain language covering price, credit count, expiry, cancellation, refunds and transfers, and date it.
- Set up each pack as a product in your tracking system with its expiry rule attached, so the rule is applied automatically rather than by hand.
- Confirm that every balance change will be stored as a dated event with a reason and a name, not as an edited running total.
- Require a written reason for every manual credit adjustment and decide which staff members are allowed to make one.
- Test a full cycle with a staff account: purchase, booking, check-in, late cancel, no-show, refund and expiry, and confirm the balance is right at every step.
- Check that members can see their own balance, the expiry date of each pack and their full history without asking the front desk.
- Set up a purchase confirmation that states the credit count, the expiry date and where the member can read the terms.
- Schedule expiry reminders at points that suit your window, for example a few weeks and then a few days before credits lapse.
- Brief every front desk staff member and instructor on the rules and on how to check a member in correctly, and keep the terms sheet at the desk.
- Decide how you will report total outstanding credits each month, who reviews the figure, and where it is filed for your accountant.
- Pick a launch date, announce the packs to existing members first, and note the date so redemption can be compared later.
- Put a review date on the calendar roughly three months after launch to look at breakage, disputes, adjustments and margin, and adjust the terms if needed.
https://creditloopr.com/templates/class-credit-pack-launch-checklist/Use it in your business, share it with your team, or link to it from your own site.
Also from CreditLoopr
- Class Credit Event Ledger and Adjustment Log: A printable ledger for recording every change to a member's class credit balance as a dated event with a reason and a name, so any balance can be rebuilt from the record and any dispute settled by reading it.
- Free calculators