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How to set up Class Streaming & Pre-recorded Classes in Client Portal?

Updated

Introduction

PerfectGym TV - Live Streaming is a resource that helps clubs distribute their content online directly to members with streaming or pre-recorded video. From this article, you will learn how to set up class streaming and pre-recorded classes in the Client Portal.

Feature description

How to set up Class Streaming & Pre-recorded Classes?

Here is the step-by-step instruction on the class streaming configuration:

  1. Select and configure streaming providers.
  2. Decide, who will be able to access online classes (All viewers or just members with a specific contract or product?).
  3. Configure online classes according to your access policy (this step requires a payment plan and an add-on/product setup)
  4. Add separate online classes and streaming links to the class details. 
  5. The streaming link/button appears in the Client Portal to users, who have successfully booked a class (they will need to have an add-on or a product) OR to all viewers, regardless if they are logged in or not.
  6. After clicking the button/link, the user is moved to the streaming/video embedded in the Client Portal (for YouTube and Vimeo) or streaming provider site (e.g. Zoom).
1. Select and configure streaming providers (skip this step if you have already done it).

You will need to select a video/streaming provider. The feature will work with a variety of providers; however, the embedded videos will work with YouTube and Vimeo (available from the 2nd phase released at the end of April 2020 for individual clients).

Here are some links to the providers listed above and their plans or pricing:

Twitch streaming will be available in version R86. This will include live and pre-recorded streaming.

Here are the streaming directions for each provider:

2. Decide, who will be able to watch online classes

There are 2 options:

  • All viewers (if you offer classes for free)
    • Logged Client Portal users (no active membership required)
    • Website visitors (if the club has embedded the timetable on its website)
  • Members with an add-on or product (if you want to charge for classes)
    • Members with an add-on or a product.
3. Configure online classes according to your access policy

Depending on your choice as to who can view the online content, you should perform the following changes in the configuration.

Option 1: All viewers

If you decide that everybody can view the class, you do not need to add any specific product or add-on to make any change to the existing payment plan/contract. All you need to do is to set the class to “booking not required” on the class details page. 

User is not required to sign up for this type of class.

Booking Required

Important: this setting works differently when applied to offline classes. In the offline classes, the class does not require booking, but the participant’s membership will still be checked at club entry. In the online class case, we do not validate the membership and let all people join the classes when they have a link (i.e. are logged to the mobile app, client portal, or see the timetable embedded in the club’s website.)

 

Option 2: Additional Payment Plan with an Add-on

To sell (or give away for free for active members) online classes in a separate membership, you will need to configure a payment plan that includes an add-on for that specific class type.

1. Create a Class Category

Go to the PGM -> Classes -> Classes -> Class Categories.

Click on add “Category”.

Name it and mark the checkbox “Classes are additionally paid”.

You can receive a Full Refund if a person cancels the booking.

Classes Additionally Paid

2. Create a New Class

 

More on creating classes later in the instruction

3. Configure the Add-on

Add the add-on, incl. in particular:

  1. Clubs (for availability)
  2. Club Service Type (Booking/Event) or (Unlimited/Booking/Event)
  3. Quantity (how many uses the club member will have per payment interval if chosen Booking/Event)
  4. Class Category (created above)

Add-on configuration

4. Configure the Payment Plan

Next, go to the payment plan configuration. Click on the Sale tab and select Payment plans.

Add a new payment plan and mark it as an Additional payment plan. 

Additional Payment Plan

Add the already created add-on to it.

Adding an add-on

You can also create the main contract with that add-on for new clients who don't have a contract in the club yet.

5. Configure Add-on purchase for members

To let customers purchase add-on via CP2 you should have set these 3 settings on TRUE:

  • ClientPortal.Feature.AddAdditionalContract 
  • ClientPortal.Feature.AddContract
  • ClientPortal.Feature.ContractDetails

And these 2 setting on FALSE to be able to sell add-on to each contract:

  • Contract.CheckIfAdditionalPaymentPlanIsAvailable
  • Contract.IncludeAdditionalContractsInCurrentContract

As a result, users should see on their CP2 the contract details option and button Add additional contract under their contract.

Add Additional Contract After the purchase they should see it attached below.

Add-ons CP2

Option 2.1: Product

1. Create a Class Category

Go to the Classes tab and Select Class Categories.

Next, Click on add Category, Name it and mark the checkbox Classes are additionally paid. You can create a rule for a Full Refund if a person cancels the booking.

Classes Additionally Paid

2. Create a new Class

 

More on creating classes in the next section.

3. Assign product required for booking

To do this go to Sale and select Products.

Add a new product and fill in the information. The most important attributes are:

Store state for the user

Store State

Product type = Service

Product Type

Mark Service Type =  BookingEvent and assign Class Category already created.

Service Type

4. Configure Product Purchase for members

In this option, you also need to configure a few settings, like:

  • ClientPortal.Feature.ProductSale
  • ClientPortal.BuyProductDuringBooking

You will need to configure the payment methods to purchase the product

  • ClientPortal.PaymentMethods.RegularUser.CreditCard.IsAvailable
  • ClientPortal.PaymentMethods.RegularUser.DirectDebit.IsAvailable

Then a Buy a product button should appear in My Products section in the Client Portal. 

Buy Product

Also if the user tries to book class without access to it, he/she will see the window to buy the missing product.

Buy Product modal

How to setup Online Classes?

Before: Ensure that the access to content has been configured in the previous section and the Class Category is set up.

Go to the PGM -> Classes -> Classes -> List of Classes, and create a New Class. 

Press Add new classes.

 

Add in the Name, Category (Online Class as per previous steps or use an existing category when class is free or offered within current membership), Available for Clubs, Available for Applications, Class type and press Insert. 

If you want to add more marketing text and an Image, you can do so in this step.

Next, Go to the PGM -> Classes -> Classes -> Class Type to create a new class on the timetable.

Just like a normal class, create a new class on the timetable by clicking anywhere on the timetable, roughly when you like the first class to start.

time table 2

Select the Class, How often it Repeats, start date, and time. 

Duration should be roughly how long the video is. 

Enter which Club will be displaying this video. You can select Zone as anything. 

If you need to make a dedicated zone for video streaming, this can be done in the PGM -> Clubs -> Zones.

The Streaming Link is where you put in the URL for your workout videos.

Streaming Link

 

Twitch Streaming

One thing to keep in mind with the Twitch livestreaming is that if you set the streaming link to livestream and the livestream ends, it will not automatically convert to record of the stream.  You will have to manually replace the link with a new stream.

Both live streams and recordings of previous streams are compatible in PerfectGym.

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