How to create a discount - pay nothing until next year – PerfectGym

Introduction

This article will guide you through the steps of creating a contract discount where the club member will pay nothing (or a small amount) until the start of next year.

Before you start

The following scenarios will be covered:

Creating a contract discount that will cover the cost elements
How to apply this to a payment plan
- Automatically applied
- Using a voucher

Instruction - Creating a contract discount

Go to PGM->Sale->Contract Discounts to create a contract discount.

Press Add new contract discount.

Name - Enter in a unique name for the contract discount, this will be visible in PGM, POSWeb and Client Portal.

Membership fee - Select the option Free month after.

Number of free months - Enter in how many months the member will have their membership fee reduced to $0.00.

If you are running this contract discount over multiple months, you will need to have two different contract discounts set up. For example if you are running this promotion in November for a 'Pay nothing until 2022', you will enter in 2 in Number of free months, while in December a new contract discount will be used where 1 will be entered into Number of free months.

For payment plans with pro-rata, if you are running this promotion over a number of months, please be mindful when the change over of contract discounts start and finish. After the last direct debit run of the month, the period between the day after that direct debit to the first debit run on the next month is considered as a pro-rated payment. If you do not change the free months after, this may give the club member an additional month free.

After how many months - Enter in 0 here, this will use the first month as the starting point.

Membership fee during pro rata - If you are modifying the first initial payment to $0.00, then the setting here will need to be set as 'Lower by percent', and Percent value - this setting needs to be 100%.

This can be applied to admin fee and joining fee on the same contract discount.

Payment Plans - Select which payment plans can be used with this offer. All Payment Plans are selected by default.

Valid for periods - Press Add new record to create a new date range, Enter in dates in From and To fields then press the tick icon to the left of the date range to save the dates.

This is the date the contract discount can be used when creating a new contract for the club member.

All current and future clubs – Select which clubs can use this offer, or leave checked to include all clubs.

Is combined with all discounts - By default, all available discounts are selected. If you do not want another contract discount to be used in conjunction with this one, select the relevant contract discount from the drop-down.

If using voucher codes, a voucher type and code can only reflect one contract discount.

All employee roles - If you want to restrict who can apply the discount, select from the list of employee roles here. By default this will allow the contract discount to be used for any employee role.

All display sources - Select which system can use the contract discount. The ones mentioned below will also display how they work on the system.

Web - PerfectGym (this website) - This will allow the contract discount to be chosen during the contract creation phase on PGM. This will not automatically apply the discount.
POSWeb - This will allow the contract discount to be chosen during the contract creation phase on POSWeb. This will not automatically apply the discount.
ClientPortal - This will automatically add the contract discount during the contract creation phase on client portal. Please select this and ClientPortal2. If you wish to use voucher codes, please ensure this is not selected.
ClientPortal2 - This will automatically add the contract discount during the contract creation phase on client portal. Please select this and ClientPortal. If you wish to use voucher codes, please ensure this is not selected.
Reception Tablet - This will automatically add the contract discount during the contract creation phase on the reception tablet mode of client portal. If you wish to use voucher codes, please ensure this is not selected.
Kiosk - This will automatically add the contract discount during the contract creation phase on the kiosk mode of client portal. If you wish to use voucher codes, please ensure this is not selected.

Vouchers

If you wish for the club member to enter in a code to get the discount, please follow the steps here.

Go to PGM->Marketing->Voucher Types. This will link a contract discount to a voucher code.

Press Add new type to create a new voucher type.

Type - Select Standard voucher.

Name - Create a name for the voucher. This name will be displayed on PGM.

Description - Create a full description of the voucher, this will be displayed on Client Portal. It is recommended to provide a full description of what is involved in the contract discount.

Voucher sell type - Select Not for sale.

Period of sale voucher - Leave blank, vouchers can be controlled using date filters in contract discounts and the voucher code can be deleted if its no longer in use.

Can be used in clubs - If ticked, this will be available in all clubs. If unticked you can select which club this voucher type can be used in.

Can be used by - Select which type of member can use this voucher.

Multiple use of code - Selecting this option will allow the same code to be used multiple times. If you wish to restrict how many times it can be used, enter in a quantity in Use quantity.

Assign contract discount - Select the contract discount you wish to assign the voucher type to. Only 1 contract discount can be assigned per voucher type.