Introduction
This is an overview of the Edit contract function in the Member profile.
Before you start
Selected functions here are restricted based on the system permissions set in the PGM->Clubs->Employee permissions.
These settings are within Users->User details, Users->Payment methods and Users->Edit.
Editing Contracts
You can choose to edit the contract, this will allow you to change the consultant, add a contract discount or change payment source of the contract.
Select contract type
For editing main contracts. The icon main contract is automatically selected.
- Consultant - You have the option to change the consultant to another employee.
Editing secondary contracts, the icon for secondary contract is automatically selected.
- Consultant - You have the option to change the consultant to another employee.
- Synchronize with contract - This will allow you to have the rules apply on the main contract also apply to the secondary contract, this include freezes and cancellations.
It is recommended for the secondary contracts to be on the same billing cycle as the main contract.
Select membership
This will allow you to change details about the contract.
Any changes here may affect previous and future transactions. If you are planning to change the contract it is recommended to cancel the contract and create a new contract.
Dates - Changing the dates of the contract
- Sign date - Sign date of the contract.
- Start date - The start date of the contract, this is when the billing starts.
- End of commitment period - Manually override when the commitment date of the contract is. This will affect rules such as early termination fee and statistics in reporting.
Contract - This will give you the current contract name and the price per interval.
The price listed here is before any discount.
Press change will allow you to change the contract into a new contract.
Any changes here may affect previous and future transactions. If you are planning to change the contract it is recommended to cancel the contract and create a new contract.
Contract discounts - To add a contract discount press + Add promo discount.
This will bring up a new option to add a discount in using a drop box.
Depending on the discount selected may give you additional options to provide a data range where the discount can be used.
Selected contract discounts may affect all past and future transactions. Please be careful when editing contracts.
Choose starter package - Select if you wish to add a starter pack to the club member.
Starter packs will appear in POS transactions, and as cashless debit. The club member will have a POS debt until this is paid for.
Starter packs already added will be greyed out.
Select payment method
This will allow you to change the payment source of the contract.
Available payment plans - Any options in blue can have a payment source connected to this payment plan. Any options greyed out cannot have this payment source connected.
Currently selected payment sources will be highlighted in blue and will have a green tick on the top left hand corner.
Other payment sources which is not used on this contract are in white.
You can delete a payment source if not in use by selecting the bin button.
You can add a new payment source by pressing Add new bank account / Add new bank card
Child accounts - If a parent/primary payer is connected to the child account, you can select the parent and use/add a payment source on the parent account.
The parent account is always listed to the right of the child.
Select Done to complete the edit.