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Payment plan - Custom attribute set up - Benefits on client portal

Updated

Introduction

This guide is for the set up of custom attributes for the client portal module to display additional features on the payment plan.

Before you start 

You will need to have access to view and edit custom attributes, this is found in System Permissions, more information can be found here.

Instruction

 

Go to PGM->Settings->Custom attributes to add in the new attribute and connect the list to it.

custom attributes

Adding category

Press Add category if you wish to create a new category for this item.  This will group multiple custom attributes together.

add category

Ensure you follow these details correctly.

Code - Must be set as ClientPortal

Category Type - Set to Payment plan.

Translation - In the language you use on your site, enter in the category name, this will be displayed as a category header in PGM->Sale->Payment plans.

Press Save to add the category.

Code and Category type must match to these instructions.

Add custom attribute to category

To add a new custom attribute in the category, press the three dots next to the category and press Add type.

Data Type - True-False.

Is required - Leave unticked.

Default value - Set as False.

Is visible on - Listed below is are the options available.

  • MembershipPortal - This is the external client portal site. This will display the feature when viewing on the client portal.
  • KIOSK - This is the internal client portal sites, both KIOSK and reception table mode is covered in this setting. This will display the feature when viewing on the client portal.
  • POSWeb - Point of sale site. This feature will not affect POSWeb.

Code - Benefit name. 

Please note Code and Translation cannot be the same text.

Translations - Enter in the name of the feature in the language you use on your site.

Press Save to continue.

 

Repeat this process for all of the features you wish to upload.

Payment Plan

To add to a payment plan, you will need to edit an existing payment plan and tick the features you wish to display on your client portal. These features are located at the bottom of the payment plan, under the heading you created in category.

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