Introduction
This article shows how to set up the Registration Summary page in the Client Portal. You will see, which information can be displayed on this page to the Club Members and which can be disclosed.
The Summary screen is displayed just before the Payment Gateway step, if such a step has been previously configured. On this screen, your customer will make the final confirmation and their account will be created in the PGM system.
Before you start
Make sure you have the access to the System Settings tab.
Instruction
How to edit the Summary Page?
- Go to the PGM -> System Settings -> Client Portal.
- Select the Registration tab from the menu on the left.
- Go to the Fields visible on registration summary screen tab.
- By ticking the checkbox, decide which information you want to display and which you want to disclose.
- Contract validity period - decide if you want to display the Contract end date.
- Cost - decide if you want to display the amount which the customer has to pay today.
- Next payment - decide if you want to display the amount of the next payment, which is how much the customer is going to pay in the next Payment interval.
- Club address - you can provide those details during the Club configuration in the PGM.