Introduction
In Perfect Gym, you can configure products as "Services" to allow your members to book classes without an active contract. This feature also enables you to create additional paid classes and offer more options for your clients.
- This article will show you how to configure the product that allows users to book classes or enter the club.
- This article will be helpful for PG Champions and System Administrators
Before you start
The following will need to be set up prior to creating a product
- Timetable categories - More information can be found here.
This is used for the following situations within the class and course modules.
- Casual class bookings.
- Trial classes.
- Make up classes.
Instruction for create a single product
To get to the products area in PerfectGym to set up or maintain existing products, go to PGM->Sale->Products.
Press Add new product to add a new product, or press the pencil next to the product to open up an existing product.
This will open up to a new screen layout where you can enter the required details
Tip - Select Product Type first - Select Service. This will bring in fields such as Cost.
Name - Create a name for the product, this field must be unique.
Description - Create a longer description for the product.
Barcode - Add in a unique barcode for the product. This is mainly used for physical products however can be used for services.
Category - You can put the product/service into product categories, to modify/add to a category. Go to PGM->Sale->Product Categories. This is used for selected reporting purposes.
Internal Code - If you have your own codes for products, this can be entered here. This is used for physical products to enter in the supplier code.
Unit of measurement - The values for class booking products need to be set as Piece (Each).
Threshold - For Service based products, this can be left blank. This is used for physical product to produce a report where the stock on hand fall below the value here.
Deleted - If the product is discontinued, you can make it inactive here so it cannot be sold. Any club members who has a product on their profile
Store State for User: For Services (and Bundles), this will give them access to use that product at a later date. Must be ticked.
Sell half portion - Not used for services, only for bundles where physical products is used.
Product is a start package - If this is ticked, then the product can be used as a start package, this will be available to be added on manually during the registration process in PGM.
Auto assign starter package if available - This will automatically add the product to the club member during any new contract creation. If the product is physical, this will only assign if in stock.
Add starter package only to the new member - This will only assign the product where the club member account was also created at the time of the contract creation.
Commission - Leave blank for BookingEvent products, this is used for Personal Training commissions.
Sell price (Default) - This is the default price of the product
If you wish to have different price lists per club, Go to PGM->Clubs->List of clubs press the ●●● and select Club Product Price Lists.
Gross/Net - This drop down box can select if the tax is included or not in the sell price.
- Gross - Tax included in price.
- Net - Tax is NOT included in price and will be added on at the time of sale.
Price cannot be modified by cashier - If this is ticked, then any employee processing the sale on POSWeb cannot manually override the price. If unticked then the employee can override the price.
Installments payment - Not used within this product type.
VAT - Select from the drop down list a fixed tax. This is used for regions where a single tax bracket is applied to a product.
Other taxes - If your region uses multiple tax brackets, select the taxes applicable here.
Cost - This is a cost price of the product, used for reporting purposes only. This will only be visible when product type Service is selected.
Cost price for physical products are maintained in Warehouse Documents.
Clubs - Select the club where this product can be sold/used.
Type - Select the type of product, for all single BookingEvent products, Service must be selected.
Available for - Ticking one of the application will have the product be sold on the application. This is not recommended to be used with a make up product.
If the club member has the product, and they wish to book a class on Client Portal, they can still book even if Client Portal is not ticked.
Service Type - Select BookingEvent for all class related products, this will allow the product to be used within the Timetable.
Another service type option is Booking Event and Club Entrance - This feature allows members and guests to enter the club using a multi-visit pass without a booking, while also allowing them to make bookings and consume the product accordingly.
Booking Event and Club Entrance is available on version R88
This will display additional options, only Limit usage time and Related time table events can be used with BookingEvent.
Limit usage time - Using this option will add an expiry date to the product. This uses the time span field to add days/hours/minutes to create the expiry date.
Start counting from - Select the option where the expiry date will start from.
- Purchase - This will use the purchase date to determine when the product will expire. (Recommended for BookingEvent products)
- First usage - This will use the date/time of the first use of the product to determine when the expiry date will be.
- Current contract start date - If this is a starter product, then it will determine the expiry date from the contract start date.
Time span - Limit to how long the product is available to use. The value used here needs to use the following format - DAYS.HOURS:MINUTES:SECONDS, for example 65.12:30:00 = 65 days, 12 hours and 30 minutes.
| Time span | Value |
| 07.00:00:00 | 7 day expiry |
| 14.00:00:00 | 14 day expiry |
| 31.00:00:00 | 1 month expiry (31 days) |
| 183.00:00:00 | 6 months expiry (183 days) |
| 365.00:00:00 | 1 year expiry (365 days) |
Related timetable events - Select the timetable category this product can be used to book into.
Product for settlement - At the time of using the product, this will add another product (as bonus) on the club members account.
Product available to - Select who can buy the product.
- For everyone - Any club member or guest can buy the product.
- For members with active contract - Only club members with an active contract can buy the product (If member is on freeze or not started, they will not be able to buy the product)
- With specific payment plan - Same as 'For members with active contract', however only for selected payment plans where the club member has an active contract.
- For users without contract - Only guests can buy this product.
- During registration - Product only available during registration process - used with Starter product.
- With Tag - select Client Tags. Go to this article for more information on how to add Tags to members.
Press Save/Insert to continue.
Instruction for creating a bundle
If creating a bundle (eg. 10 pack class booking), you will need to create an individual product first, use the instructions above as you will need to link an individual product to the bundle.
The differences between a product and a bundle are the following fields.
Type - Select Bundle.
Ticking Aggregated bundle will change the way the bundle is applied to the club member profile, this will treat the bundle as individual products. More information can be found here.
Product bundle - Press Add product bundle.
Product - Select the individual product which will be used in this bundle.
Quantity - Enter in the quantity of individual products that will be in the bundle.
Make sure you click on the tick button to the left of each product to save the product into the bundle.
If using Aggregated bundles an additional field is displayed here to override the individual price.
Press Save/Insert to continue.