Introduction
This article will show you how Family Payment Plans are created. It provides the answers to the following questions:
- How many people can participate in a Family Payment Plan?
- Who the Contract payer is? Does one person pay for all participants, or does each of them has to pay individually?
- How are the maintenance type fees calculated?
- This article will be useful to PG Champion, Club Manager, Sales Manager and Club Owner.
Before you start
Make sure you are familiar with the Payment Plan settings and you know how to manage club members' relations.
Familiarize with the below definition to better understand the Family Payment Plan potential and define its usage possibilities in your club.
In case you do not see check boxes in the Payment Plan configuration, such as Packet and Packet`s element, you can report to Technical Support to run the setting PaymentPlan.ParentChild, which will make the checkboxes visible.
What is a Family Payment Plan?
The idea behind the Family Payment Plans is that one person is the payer of all payment plans included in the Packet. Additionally, it is meant to attract families to join the club as the price should be more attractive than several separate payment plans.
Family Payment Plan consists of two elements:
- Packet - the main Payment Plan that pays for every other contract.
- Packet element - another Payment Plan that can be connected with the main Packet and is attached to children or those family members who are not the contract payers.
By clicking on the Packet element option in the Payment Plan configuration, the system will automatically disable the possibility to enter values for the Membership fee, Admin fee, Joining fee, Freeze, etc.
It is recommended to create the Packet element first, and only then the Packet itself, because when creating the latter, you need to define how many Package Items can be attached to one Packet. Otherwise, you simply would not have anything to attach to that Packet.
If you add a freeze on the account of the person who owns the main Packet, all the accounts connected to that offer as a packet element will also be frozen.
Instruction
STEP 1
Set on setting in PGM
1. Go to the PGM -> System Settings -> Client portal -> Family and Friends -> Use Parent Payment Plan Packet
Create the Packet element
1. Go to the PGM -> Sale - > Payment Plans
2. Add a new Payment plan
3. Configure the new Payment Plan according to your preferences, however:
- make sure to tick the checkbox highlighted in the screenshot below.
- payment plan is visible in the PGM and available in concerned clubs.
- remember that it is NOT possible to add any values in Fees section.
STEP 2
Create the Packet
1. Create another Payment plan by following the sequence from the previous step.
2. The Payment Plan configuration can be the same as any other Payment plan you are using in your club, however:
- make sure you tick the Packet checkbox.
3. Link the Packet with the Packet element.
For example: if the family has 5 children, you can attach five elements to the packet. Scroll down on the configuration page of the payment plan and move to the section displayed below.
4. Click Insert to save the changes.
Hints
- Client Portal: You can only start a contract (element) during an initial Add Family flow on Client Portal, if already linked it's not possible to do so as there is no Add Contract when managing a ''Childs'' profile. Please see our create family relations in client portal article for more information.
- PGM: If family members are already linked, you need to unlink the "Child" and then relink to select the Element from the Payment Plan field. Please see our managing member relations article for more information.
- Linked members: When a family package (contract) ends, the relationship also ends unless there is another contract linked to the child's account with the parent's payment source