Introduction
There are many Voucher types you can configure to attract your club members and guests. This type of Voucher can be sold on POSweb only, as a member card.
In this article, a Member Card sell type Voucher will be created. This Voucher will create a new contract - Free of charge one month contract. That is why, before creating this Voucher type, you need to create a Payment plan (STEP 1), and then connect this Payment plan to this Voucher (STEP 2).
- This article will help you understand the logic of Voucher with Member card sell type.
- This article will be helpful to PG Champion, Club Manager, Sales Manager, Administrator and Club Owner.
Before you start
Read this article to understand the definition of the Voucher and Voucher type.
Instruction
STEP 1
How to create a free of charge one month Payment Plan that can be connected to a Voucher?
1. Go to this article for more detailed information on how to create Payment plans.
2. Make sure you set up the following options when creating a new Payment plan that will be connected to a Voucher:
- Membership Fee - set it up to zero.
- Commitment period and Interval - set it up to one month.
- In Settings - tick Automatically end contract after commitment period reached (1 month)
- In Available for - tick Web - it means PGM only.
This Payment plan will be selected in STEP 2, point 3 in Benefits part.
STEP 2
How to Create a Member Card Voucher type?
1. Go to the PGM ->Marketing -> Client acquisition -> Voucher types
2. Click on the Add new type button.
3. Fill in the following information:
Add new type
- Name - enter the Voucher name.
- Description - enter the description of the Voucher.
- Description translation - (optional) click on the orange arrow and add the correct translation. You can use this option if you want to have the Voucher description in more than one language.
Restrictions
- Voucher sell type - enter Member card
Period of sale vouchers
- Start date / End date - enter the dates from the calendar.
It means that the Voucher can be sold on POSweb only during the selected period. Beyond this period the POSweb button becomes grey, like in case of out of stock Products.
Note: Voucher ends at End date 00:00 (exclusive end of the range). End date should be added as "Last day of the sale period" + 1 day.
E.g. if the last date of voucher period of sale should be 13.03, End date should be 14.03.
The period of activation voucher
- Activation start date / Activation end date - choose the dates from the calendar.
It means that the Voucher can be activated only during the selected period.
Can be used in club
- Available in all clubs - by default, this checkbox is ticked. If you want to change the availability, untick this checkbox and tick a club of your choice.
Can be used by - we recommend ticking these options:
- New members - choose this option if you want to create a Voucher for the people who want to join your club. They will be able to receive or purchase the Voucher while joining the club.
- Reactivated members - choose this option if you want to create a Voucher for members whose contract ended and who want to rejoin the club, or for members with an active contract which date is about to expire soon.
- Guests - choose this option if you want to create a Voucher for Guests.
Number of days that Voucher expires after sale
- You can enter the number of days after which the Voucher will expire.
Benefits
- Voucher creates contract - tick this checkbox.
- Select the given Payment plan name (STEP 1).
4. Click on the Save button.
Hints
If you want to know how to sell the Member card Voucher on POSweb, go to this article.