Introduction
This is a guide on how to set up freezes for the course module.
Before you start
This freeze type is designed for the course module only. This guide will only mention the settings which can work with courses.
Instruction
To access freeze types, go to PGM->Sale->Freeze Types.
To add a new freeze, press add new freeze on the top right hand corner of the screen, otherwise find the freeze type you wish to edit and press the pencil button to the left of the freeze type.
This will open up the freeze type settings. Listed below is a guide on the settings required for courses.
Name - Name of the freeze, this appears in the client portal.
Active - If ticked, the freeze can be used. If unticked the freeze cannot be used.
Available for period may also affect the availability of freeze. See below for more information.
Interval payment - Setting up costs of the freeze.
- Prepaid - Not used within the course module.
- Fee from payment plan - Not recommended to use if the scope of the freeze (pictured below) is different to the payment interval in the payment plan.
- Fixed Fee - This provides a fixed fee based on the scope.
- Freeze interval - This is the number of intervals per scope, in the picture below the freeze type will be $5.00 per 1 week.
- Interval fee percentage - Cannot be used with the course module.
- Free of charge - Providing the freeze at no cost to the club member
- Administration fee - Apply a one-off fee to the freeze.
Free of charge and administration fee cannot be combined. Select one or the other payment methods listed above for the administration fee to work, even if it's set at $0.00.
Usage limit in a calendar year - How many times in a calendar year the freeze type can be used.
If a club member went on freeze 01/04/2021->01/05/2021 and 30/06/2021->07/07/2021. This will count as 2 usage limits.
Usage limit per contract - How many times within their contract that the club member can go on freeze.
If a club member went on freeze 01/04/2021->01/05/2021 and 30/06/2021->07/07/2021. This will count as 2 usage limits.
Usage limit in last 12 months - How many times in the last 12 months up to today's date the freeze type can be used.
If a club member went on freeze 01/04/2021->01/05/2021 and 30/06/2021->07/07/2021. This will count as 2 usage limits.
Scope - This is the interval used to determine how the freeze will work.
- Day - Freeze can start and end on any date and can be for any number of days.
- Week - Freeze can only be in weekly intervals. No partial weeks allowed.
- Month - Freeze can only be for the whole month. No partial months allowed.
Minimum period / Maximum Period - Using scope, this will count the minimum and maximum length of the freeze for that freeze alone.
First freeze application / Latest date for freeze application - Not used within the course module.
Payment Plans - Select which payment plans can use this freeze type.
Clubs - Select which clubs can use this freeze type. Ticking All current and future clubs will grant all clubs to use it.
Valid for periods - Selecting Available all the time will allow this freeze type to be used at any time.
Pressing Add new record and selecting a from and until time allows you to control when people can apply for the freezes.
Combine with other freeze types - When using multiple Freeze types on one Contract, you can choose which Freeze types can be used together as different Freezes. Select one given Freeze from the predefined list and click on the Assign button. Repeat this process with all Freeze types you want to add.
Only for chosen employee roles - Tick this checkbox if you want to grant access to the Freeze type visibility to a specific role, i.e. Club Manager. In this case, roles other than this specific one will not be able to see this Freeze type configuration option.
Only for chosen sources - Select the modules where the Freeze type should be available to be used. If unticked this will have the freeze type shown on all sites, to control this select from one or more of the following below.
- Web - PerfectGym - PGM.
- Client Portal 2 - External client portal.
- Reception Tablet - Internal client portal.
- Kiosk - Kiosk mode of client portal.
- POSWeb - Point of sale.
- API - external API calls.
Settings - None of these can be used within courses.
Hints:
Have a look at the following guides here and here to troubleshoot freezes.