Introduction
The PGM system allows you to send the Payment link directly to the member's e-mail or via SMS, so that they could settle their payments. This process allows as well to send the link in two ways, by e-mail or SMS. You can also send Payment links to multiple members.
- This article shows how to send Payment link to a single and multiple members.
- This article is dedicated to PG Champion, Administrator, Club Manager, Club Owner, and in some cases, to Accounting & Finance Staff responsible for Payments and Debt collection.
Before you start
You need to ensure the following conditions met to make this feature work properly:
1. Integration with Payment Provider in matter of one-time online payments - if you haven't got this in place, contact the Perfect Gym Support Team.
2. Enabled SMS Api - if you haven't got this in place, contact the Perfect Gym Support Team.
If you want to send the Payment link to members on debt to remind them about the payment due, you may also find this article useful.
3. If you want to send the payment link to multiple members, make sure you have the right system permissions Administrator -> Generating links to payment gate
Instruction
How to send payment link to a single user?
- Go to the PGM -> Clients -> Club Members.
- Select the member from the list and open their Profile.
- Go to Transactions tab and select E-Payments.
- Click on Create online payment request.
Creating payment requests is only available for users who have active contracts.
5. Select provider to handle payments.
Only configured online gateway payment providers are available.
6. Select method of delivery - SMS or email.
If there is no contact data, you need to fill in these data in Member Profile in the Data tab.
7. Select Associated Contract.
- Firstly, you will see the contracts displayed in following : Current, then Freezed, Not Started and Ended,
- Secondly, the main contract will display as a default one, when additional contract are also added. They will be marked with the same icon as main/secondary contract for easier differentiating,
- If the member is a payer for some other contract, you may also choose the related contracts. Such contracts will be marked with a 'relation' tag.
8. Select Contract transaction to be settled.
- The due dates of payments will display from the oldest to the newest. If the contract transactions are generated for the future dates, they will be also shown on the list.
9. Enter the Amount.
- If you choose associated to contract transaction, this field will be automatically filled in.
10. Enter the Expiration time in hours to indicate how long the payment link will be available.
If no value provided, the payment link will not expire until the first usage
11. Enter in the Description.
- From the default, title of the transaction will be displayed, together with an email subject if the email channel was chosen.
12. Select either Send payment links by e-mail or Send payment links by SMS.
- If you choose email channel, you must provide the template for the message.
In order to send email notifications, first you need to have defined template for message in Automation Center. You can read in this article how to do that. It is important to have defined templates dedicated only for gate payment orders. Payment link will be pasted in the content HTML tag in the template. Therefore, the message for the member should be defined outside the content tag. Manual payment link generation does not require any Automation Rules from STEP 2.
- If you choose SMS channel, for SMS content, there is a predefined message, but you can modify it to fit your needs. Remember to add Link in the content to include payment link for customer.
Be aware that SMS messages are additionally paid.
13. Click Send. A new notification with generated link will be added to the queue and send to members within couple of minutes.
You should see the newly created request in Member Profile in the E-Payments tab with status In Progress.
How to send Payment link to multiple members?
1. Go to the PGM -> Finances -> GatePayments.
2. User numbers - enter user numbers of members whom you want to send the link to.
You can send the link to one person only or to multiple members. In the last case, separate the numbers by comma, space, new line or semicolon.
3. Expiration time in hours - you can select the time after which the link should expire.
5. Click on the Send payment links by e-mail or Send payment links by SMS- depending on your preferences,
6. Each user will receive the separate e-mail with redirection to unique URL with link to payment and will be marked with 'Payment in Progress' Status
You can check if links were sent in Automation Center - Notifications, in Communication Tab on Member's Profile and in Transactions - E-Payments Tab.
How to send the Payment link by e-mail?
1. Go to the PGM -> Automation Center ->Notifications -> E-mail notification templates
If you need any help on how to configure e-mail template in Automation Center, go to this article.
2. Compose the email message by selecting the proper Language, Subject and adding e-mail content.
3. Add the Payment link by clicking on the Payment_URL tag.
4. Click on the Submit button.
When the club member receives the e-mail they will see link as on the screen below.
Having clicked on it, the member will be forwarded to the Payment Provider gateway. From where, they can settle the debt.