Introduction
In the following article will be presented description of the section of fields that appear on the Client Portal on the step with a sales offer.
Membership options
The membership options is divided into three areas, depending on the set up of your site.
- Payment Plan Categories.
- Payment Plan selection.
- Product selection.
Payment plan categories
If you are using Payment Plan Categories, this screen will display first if there is more then one payment plan or product within multiple categories is available to sell on the application.
To set up Payment Plan Categories, this is done in PGM -> Sale -> Payment Plan Categories.
More information can be found here.
The title and the Payment Plan Categories set up is located in PGM -> Sale -> Payment Plan Categories. These fields can be translated into different languages by using the translation button in this screen.
Listed below are the translations.
| ResourceObject | ResourceName | Example in screenshot | Maximum number of characters (including spaces) | Comments |
|---|---|---|---|---|
| /cp/areas/registration/views/steps/paymentplancategorystepview.cshtml | Which option do you prefer? | Which option do you prefer? | 80 | This is the only component translated in PGM->Settings->Custom Translations |
| Title | Membership Option | 45 | This is translated in PGM->Sale->Payment plan categories. This is the main category. The field is 'Title' | |
| Name | Direct Debit | 35 | This is translated in PGM->Sale->Payment plan categories. These are the sub categories The field is 'Name' |
Payment plan selection.
The following configured options are taken from the Payment Plan in the PGM.
Payment Plan Name
Membership Fee / Commitment Period
PGM -> Edit payment plan -> name and description for clients -> Short Description Field.
Additional Fees / Commitment Period
Feature / Benefits
Description of the Payment Plan
PGM -> Edit payment plan -> Name and Description for Clients -> Displayed Name and Description.
Tags from the Payment Plan
Guest registration
Membership and class pack switch
Product selection
Configured Name
The price of the product
Description of the Product
The Product Category
Valid period of the Product