How to upgrade Contract in Client Portal?

Introduction

Upgrade is a change of the member's Contract from a lower to higher option, i.e. if a member has a 3-month membership, they can upgrade only to a higher 6-month, or 12-month contract, instead of a lower option, i.e. 1-month contract. Contract upgrades can be done by employees in the PGM system, as well as in the Client Portal which is a web-based application dedicated to club members.

• This article will show you how to upgrade a member's contract in the Client Portal. 
• This article will be helpful to PG Champion, Club Manager, Sales Manager and Club Owner, as well as to every Client Portal user. 

Before you start 

To allow members to upgrade contracts in the Client Portal make sure that in the PGM -> Setting -> System Settings -> Client Portal -> Contracts, you have the Upgrade contract option by the Client Portal enabled. 

There are two options to upgrade members' contracts. You can allow them to upgrade their memberships during the commitment period, or extend this option, so members whose contract commitment period ended can still perform this action. By default system makes it possible to upgrade contracts during members' commitment period. If you want to use the second option go to PGM -> Settings -> System Settings -> Client Portal -> Contracts to enable the Client Portal Upgrade After Commitment setting.

Instruction 

1. Go to the Client Portal ->Account -> Contract Details.

2. Click on the Upgrade contract button. 

By default, the button will not be visible after the contract commitment period ends. If you want to change this setting check Before you start to see available options.

3. Choose the Contract you want to upgrade. 

4. Click Next.

5. On the summary page, you will see all payments to be made.

6. The system will redirect you to the payment provider page. 

It will happen only if you have Online payments available in the Client Portal. 

Racja, "Before you start" powinno zawierać tylko warunki wstępne. Oto poprawiona wersja — wzmianka przeniesiona wyłącznie do kroku 6:

Introduction

Upgrade is a change of the member's Contract from a lower to higher option, i.e. if a member has a 3-month membership, they can upgrade only to a higher 6-month, or 12-month contract, instead of a lower option, i.e. 1-month contract. Contract upgrades can be done by employees in the PGM system, as well as in the Client Portal which is a web-based application dedicated to club members.

• This article will show you how to upgrade a member's contract in the Client Portal.
• This article will be helpful to PG Champion, Club Manager, Sales Manager and Club Owner, as well as to every Client Portal user.

Before you start

To allow members to upgrade contracts in the Client Portal make sure that in the PGM -> Settings -> System Settings -> Client Portal -> Contracts, you have the Upgrade contract option by the Client Portal enabled.

There are two options to upgrade members' contracts. You can allow them to upgrade their memberships during the commitment period, or extend this option, so members whose contract commitment period ended can still perform this action. By default, the system makes it possible to upgrade contracts during members' commitment period. If you want to use the second option go to PGM -> Settings -> System Settings -> Client Portal -> Contracts to enable the Client Portal Upgrade After Commitment setting.

Instruction

1. Go to the Client Portal -> Account -> Contract Details.

2. Click on the Upgrade contract button.

   By default, the button will not be visible after the contract commitment period ends. If you want to change this setting, check Before you start to see available options.

3. Choose the Contract you want to upgrade.
4. Click Next.
5. On the summary page, you will see all payments to be made.

6. The system will redirect you to the payment provider page.

   This will happen only if you have Online payments available in the Client Portal.

   If the member has a valid payment source already on file, the payment selection screen may be skipped automatically and the existing payment method is applied to the upgraded contract. This behavior is controlled by the ClientPortal.Contract.UseCurrentPaymentSourceOnUpgrade setting. For more details, see Adding Existing Payment Method When Upgrading the Contract via Client Portal.

Hints

• If a member with an active Contract wants to upgrade it, i.e. from 6-month to 12-month contract, the system will recalculate the amount that they need to pay extra for the higher contract. There is a possibility to pay this amount in installments, instead of a one-time, full payment.
• If a user does not have an active contract, the system will display the option to add a new contract and upgrade the user to an active member.
• If a member's current contract has an end date, you can specify the number of days before the contract ends for the system to allow the member to add a new contract via Client Portal. To configure this setting, please contact our Technical Support Team.

Krok 7 opisuje nową funkcjonalność jako naturalną kontynuację flow — po przekierowaniu do płatności, z wyjaśnieniem że ten krok może być pominięty i linkiem do szczegółowego artykułu.

Hints

• If a member with an active Contract wants to upgrade it, i.e. from 6-month to 12-month contract, the system will recalculate the amount that they need to pay extra for the higher contract. There is a possibility to pay this amount in installments, instead of a one-time, full payment. 
• If a user does not have an active contract, the system will display the option to add a new contract and upgrade the user to an active member.
• If a member’s current contract has an end date, you can specify the number of days before the contract ends for the system to allow the member to add a new contract via Client Portal. To configure this setting, please contact our Technical Support Team.