Introduction
This feature allows you to give a custom label (a tag) to any Payment plan displayed in the Client Portal and Kiosk applications. The tags are visible when browsing Payment plans in the Client Portal and Kiosk applications, in the upper-left corner of the tile representing the plan. You will find a tool for this action in the Tags section when creating or editing a Payment Pan.
- This article will help you diversify your offer to make it more attractive and eye-catchy visible in the Client Portal and Kiosk.
- This article will be helpful to PG Champion, Club Manager, Sales Manager, Administrator and Club Owner.
Instruction
How to add a tag to the Payment plan?
STEP 1
- Go to the PGM-> Settings -> Payment plan tags.
- You’ll see the list of available tags. Click on the Add tag button.
- Name of your tag. You can also click on the Tag preview button to see, how your tag looks like.
- If you are happy with your tag, click on the Save button.
These definitions may be useful for you while adding Tags:
- Name - this is the name of your tag, and also the tag itself - the name will be visible on the label on the tagged items.
- Type - this feature will be set up automatically by the system. You do not have to set it up by yourself.
- CSS class - the system will automatically adjust the color with your Client Portal branding. You do not have to set it up by yourself.
STEP 2
1. Go to the PGM -> Sale -> Payment Plans
2. Select a Payment Plan from the list and click on the blue pencil icon to edit it.
3. Scroll down until you see the Tag you want to add. Now, select it.
4. Click on the Update button to save changes.
5. Open the Client Portal to check the Tag configuration.
That is how your Tag may look like in the Client Portal.