Introduction
For your members, the Client Portal is a convenient way to log in, register, or access necessary information anytime. It gives them access to exclusive online offers, as well as makes the registration flow more transparent.
Thanks to Client Portal, the club’s offer can be active for 24 hours, sales can be tracked, and a larger target group can be accessed, all that with a decreased operational cost. It also unifies the registration process between different club locations and eliminates a lot of long queues.
- In this article, the registration process to the Client Portal will be presented. You will also learn about the different registration types available in the Client Portal. You will see the registration process of a new member with offer selection, the new joiner flow, and the process of adding a contract to the already existing account.
To decide on branding and embedding options, go to this article. Go through the Client Portal registration flow types to match them with your club strategy, business goals and preferences to the fullest.
Feature description
Main page
- This is the main page of the client portal, where club members can log in or register.
- For more information on the setup and functions of this page, go here.
- Colours, logo and a background image can be modified using the client portal branding tool.
For more information go here.
Club selection
- After selecting Join now, the club member can select which club they want to join.
Starting from R.92 system version, in Kiosk stations, you can skip the club and state selection, allowing your members to start directly with choosing the offer. To enable this feature, please contact our Technical Support Team to update your configuration.
For more information on the setup and technical details, refer to this guide.
Main payment plan page
- The next step of the registration process is selecting the main payment plan.
- If payment plan categories are set up, this will display the categories first prior to displaying the payment plans.
- If payment plan is set as pre-selected in CP2/kiosk, the first payment plan will be selected automatically.
For more information on the configuration of pre-selecting payment plans, please refer to the 'Settings' section this guide.
Training packages
- A club member may wish to purchase a product instead of a membership.
- Products include visit passes and class passes.
Additional payment plans
- Directly after selecting the main payment plan, additional payment plans can be chosen.
- If no additional payment plans is on offer, this screen will be skipped.
- If additional payment plan is set as pre-selected in CP2/kiosk, the first additional payment plan will be selected automatically.
Contract start dates
- You may wish to allow the club member to select which date they wish to start.
- Settings on the system can restrict how far in advance the contract start date is.
- If the club does not allow the club member to choose a start date (where the sign up date is the start date) this screen will be missed.
Contract due dates
- This screen is only available for clients who are using the monthly recurring billing option where the billing is generated daily.
- A pro-rata charge may be applied between the contract start date to the first date of billing. This all depends on the settings within the payment plan.
- This screen will be missed if not used.
Start packages
- Start packages allow a product to be purchased during the sign up stage.
- This is set up in PGM -> Sale -> Products.
Personal data
- This screen allows the club member to enter in their personal details.
- Validation and visibility of data such as duplicate emails can be configured in system settings.
Contract summary page
- This will display the contract summary page if a club member is signing up for a contract.
- It will display pricing, contract values, next payment summary and agreements. These are all configured in system settings.
Choose payment method
- After agreeing to the contract, it is now time to enter in the payment details for the club member.
- Payment method is configured on the payment plan and system settings.
Registration payment step
- Depending on the payment method used, will display a new screen which will allow club members to enter in their payment details.
- Selected payment providers may use their hosted page instead of the client portal.
Registration completion page
After registration, you can decide whether a member will be directed to the Thank You page or the Last Viewed screen. Below, you can find more information about these possibilities:
1. Thank you page:
Once signup is complete and payment details are in, the following screen appears letting the club member know they have completed their registration.
Text can be customizable to suit your branding, this is done within custom translations. Learn more.
2. Last viewed page
After completing the registration process and entering payment details, members will automatically be redirected to the last page they were viewing before initiating the signup process.
If you wish to use this option, please contact our Technical Support Team and ask them to set the ClientPortal.AfterRegistrationUrl.AutoLogin setting to true.
This feature is available from the R.92 system version onwards.
If you want to configure an additional button to redirect to an alternative location within the system, please contact our Technical Support Team and request to set the ClientPortal.AfterRegistrationStateAlternative.Member/Guest setting to the desired location in the system. (Available since R93 version)
Hints
If you have more questions about when exactly a Member or Guest Profile is created in PGM during the Client Portal registration process, go to this article.