Introduction
Upfront Payment Plans are paid in full for the whole Commitment period. You can create different types of Freezes for the Upfront Payment Plans, which would vary i.e. in price or minimum and maximum freeze period. However, the set up of the basic system settings must stay the same for all types of Freezes.
Based on this article, you will be able to set up your own Freeze type for Upfront Payment Plans. This article will explain how to create a free of charge Freeze type. Club member will be able to use it only once during the whole Contract Period. There will be also a limitation added in the in Freeze period set up to minimum 1 day and maximum 30 days. Club member will be also able to add the Freeze via ClientPortal. There will be no possibility to freeze the Contract during the prorata period.
- This article will help you understand the logic of Free of charge Freeze for Upfront Payment Plans.
- This article will be helpful to PG Champion, Club Manager, Sales Manager, Administrator and Club Owner.
Before you start
Read the following article and familiarize with the logic of Payment Plans and the description of all fields that are available to be selected during Payment Plan configuration. You can also check what the Upfront Payment Plan is.
Instruction
How to create Free of Charge Freeze for Upfront Payment Plans?
1. Go to PGM -> Sale -> Memberships -> Freeze Types.
2. Click on the Add freeze type button.
3. In the Add freeze type window, fill in the following fields:
- Name - enter the name of the Freeze.
- Active - toggle this on if you want this Freeze to be active.
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Fees
- Fee Mode - select Free of charge from the dropdown list. This allows club members to use this Freeze type at no cost.
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Limits
- Usage limit per contract - enter 1.
- Scope - select Day. This way, the Freeze period would be counted in days.
- Minimal length (day(s)) - enter 1. This way, the Freeze period would last from 1 to 30 days.
- Maximum length (day(s)) - enter 30. This way, the Freeze period would last from 1 to 30 days.
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Availability
- Payment Plans - select all Upfront Payment plans from the predefined list.
- Clubs - select in which club the Freeze should be available.
- Always available - toggle this on to make the Freeze available for purchase at all times, or toggle it off and select a from and until date to limit the period when it can be purchased.
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Visibility
- Only for chosen roles - (optional) tick this checkbox if you want to limit the visibility of this Freeze type to selected roles in your club, i.e. System administrator.
- Select the roles from the predefined list.
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Only for chosen sources - tick this checkbox to set up the visibility of this Freeze type to specific modules.
- Select the following modules: Web - PerfectGym (this website), Client Portal 2, POSWeb.
- Combined freeze types - select Freeze types from the predefined multi-select list if the member should have a possibility to use different Freeze types under the same Contract.
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Settings
When you create Freeze type for Upfront Payment Plans, you have to tick 2 checkboxes in the Settings field:
- Move contract end date and commitment date
- Move contract recurring payment date
4. Click on the Save button.