Introduction
This process will show you how to create a penalty fee for when a user has failed to turn up to a class.
Before you start
If you don't have the Penalty Fee service type available, contact our PG Support Team.
Please do not attach a penalty fee to an existing class type. Create a new class type and apply the penalty fee to that class, then modify your timetable with this new class.
Instruction
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 - Barcodes are not needed, penalty fees will be triggered
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: Leave this unticked, this is used for products where the club member buys now, and can use later (eg. Booking into classes)
Sell half portion - Not used for services, only for bundles where physical products is used.
Product is a start package - Leave unticked, not used for penalty fees.
Commission - Leave blank for Penalty Fees.
Sell price (Default) - This is the price that will be used when a club member misses their class.
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 - This must be ticked.
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 PenaltyFee product, 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 PenaltyFee for all class related no show fees, this will display the product in PGM->Classes->Class types.
This will display additional options, however none are needed for PenaltyFee.
Product available to - This needs to be set as 'For everyone'
- 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.
Penalty fee (R87)
In blocking process a penalty fee can be charged on a member which have to be settled in order to be automatically unblocked. Penalty fee can only be configured by PG Support Team. Contact them to edit the TimeTableRecurring.EventPenaltyTask.
Blocking a user with penalty fee can't be combined with standalone penalty product feature.
Configuration
- Follow this article to create and set up a penalty fee product
- Go to the PGM -> Settings -> System settings.
- Click on the Bookings tab.
- In the Event Block section check Charge penalty fee for absences
Additional configuration
You can specify whether penalty fee should be charged as user transaction or a product:
- Go to the PGM -> Settings -> System settings.
- Click on the Bookings tab.
- In the Event Penalty section perform an action on Use user transaction for penalty checkbox
- check to charge penalties as user transactions
- uncheck to charge penalties as products