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How to add Additional Contract without main Contract to Member Profile?

Updated

Introduction

By default, every member has to have a Main Contract added to their Profile. Under that main Contract, they are able to add any other Additional Contracts. In some cases however, such as the courses module, the member will not have a Main Contract and therefore only have Additional Contracts. In order to use this however there is a setting that must be enabled that allows you to add Additional Contracts without the need for a Main Contract.

  • The process has two steps: first, you need to turn on the "Contract without main Contract" feature, and then, add the given additional contract the a given Member Profile. The second step is a variation of the standard Contract creation process explained in here.
  • If you are interested on how to create an Additional Contract, go to this article. 

This feature is available from R.85 system version upwards only!

  • From this article, you will learn how to create a new, additional Contract, when you do not want to define/create the main Contract initially. 
  • This article will be helpful to PG Champion, Administrator, Club Manager, Sales Manager and Club Owner. 

Instruction 

How to add Additional Contract without the main Contract to Member Profile?

STEP 1

You would need to use the following setting to turn this feature on: Contract.AdditionalContractWithoutHavingMainContract.IsEnabled

  1. Go to the PGM -> Settings.
  2. Select Membership from the left-side menu. 
  3. Click on Contracts.
  4. Check the Additional contract can be added without having main contract option as TRUE.

Remember that by default this option is set to FALSE.

 

STEP2

This step is a variation of the standard Contract creation process explained in here.

1. Go to the PGM -> Clients -> Clients -> Club members.

2. Select a member from the list and open their Profile.

3. Click on the Contracts tab. 

4. Click Add new contract.

5. If needed, fill in the personal data and select required agreements.

6. Click on Additional contract. 

  Otherwise, the process will fail!  

7. Select Payment plan - It has to be Additional Contract Payment Plan

 Otherwise, the process will fail! 

8. Select Contract Payment method.

9. Click on the Add button. 

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