Introduction
Payment methods offer you a way of managing payments in your club. You can decide if you want to use the traditional payments only, i.e. cash, or provide online payments to your club members. You can select either one or several payment methods. Some of the payment methods are dependent on the legal or tax regulations available in a given country. They may also depend on the culture and habits in a given country.
This article briefly describes four key methods of payments that can be introduced in your club during the registration process in the Client Portal.
This article will help you understand payment methods available in the Client Portal:
- If you don't have any payment provider connected with your Client Portal - Scenario 1.
- If you have a payment provider connected with your Client Portal - Scenario 2.
Before you start
As you already know, there are several methods of payment you can use. To check how many of them are available in your country, go to the list of Payment Providers.
If you are adding a new club to the PGM system, you have to inform the Perfect Gym Support Team of the Payment Provider's configuration key.
Instruction
Scenario 1
If you don't have any payment provider connected with your Client Portal
If you don't have any Payment Provider connected, during the registration process in the Client Portal, your club members will be able to use only one method: CASH.
During the Registration process, the members will choose Payment plan and, after three steps, they will go to the Summary Page.
Under the Summary Page, they will be shown the amount to be paid together with their next payment.
This scenario also relates to the case when the Services or Products are purchased.
1 - This is an information on how much a member should pay during the registration process.
2 - Having clicked Next, the member will receive the below information. The system will not redirect the member to the Payment provider's getaway, because no such integration exists.
This means that the member has an outstanding debt on their account. The Contract is unpaid, and the member should pay the arrears directly at the club's reception desk.
Scenario 2
If you have Payment provider connected with your Client Portal
Depending on your business model, you are able to collect payments via: Online gateway, Direct Debit or in form of Recurring payments. Go here to find more about these payment methods.
Remember that available payments methods during registration strictly depends on specific payment plan configuration.
Below, you will find four different payment process flows, depending on which payment methods you have connected with your system.
- Direct Debit and Online gateway payments connected with your Client Portal
During the Registration process, the members will choose Payment plan and, after three steps, they will go to the Summary Page.
Under the Summary Page.
Having clicked Next in the Summary Page, they will be shown an option to choose Bank account.
It means that the member needs to include their Bank Account details for the next occurrence payments in case of recurring payments.
Having added Bank Account details and clicked Next, the system will redirect you to the Online gateway to make an initial payment, i.e. joining fee or prorata, if these have been set up in the Payment plan configuration. Here, you will find more information on the Payment plan configuration.
2. Direct Debit, Online gateway or Credit Card recurring payment connected with you Client Portal
During the Registration process, the members will choose Payment plan and, after three steps, they will go to the Summary Page.
Under the Summary Page.
Having clicked Next in the Summary Page, they will be shown two options to choose from:
- Bank Account
- Debit/Credit Card
1- In this option, members need to provide their Bank Account details.
2- In this option, members need to provide their Debit/Credit Card details.
These two options will be SAVED and used for the next occurrence payments, in case of recurring payments.
Having added Bank Account details or Debit/Credit Card details, and clicked Next, the system will redirect you to the Online gateway to make an initial payment, i.e. joining fee or prorata, if this has been set up in the Payment plan configuration. Here, you will find more information on the Payment plan configuration.
3. Online gateway (one-time payment) connected with your Client Portal
During the Registration process, the members will choose Payment plan and, after three steps, they will go to the Summary Page.
Under the Summary Page.
Having clicked Next in the Summary Page, they will be shown the Online Gateway view. This is an one-time payment and the card details will NOT be saved for the next occurrence of payment.
4. Online gateway (one-time payments) and Recurring payments (Debit/Credit Cards) connected with your Client Portal
During the Registration process, the members will choose Payment plan and, after three steps, they will go to the Summary Page.
Under the Summary Page.
Having clicked Next in the Summary Page, they will be shown two options:
- Tokenized Debit/Credit Cards
- Online gateway
1 - Tokenized Debit/Credit Cards means that this card detail will be SAVED for the next occurrence payments.
2 - Online gateway (in the case below it is the HyperPay Payment provider), it means that it is only an one-time payment WHITOUT SAVING the card details.