Introduction
This guide is for the set up of custom attributes for the ability to override max hours to book in advance for any club member with a contract with a value set on the payment plan.
The contract can be active, not started, or ended for this custom value to override system settings.
Before you start
You will need to have access to view and edit custom attributes. This is found in System Permissions, more information can be found here.
Instruction - Custom Attributes
Go to PGM->Settings->Custom attributes to add in the new attribute and connect the list to it.
Press Add category if you wish to create a new category for this item. This will group multiple custom attributes together.
Ensure you follow these details correctly.
Code - Enter any value, for example, "Time Table Settings".
Category Type - Set to Payment Plan.
Translations - In the language you use on your site, enter the category name. This will be displayed only in PGM->Sale->Payment Plans.
Press Save to add the category.
To add a new custom attribute in the category, press the three dots next to the category and press Add type.
Data Type - Integer Number.
Is required - Leave unticked.
Default value - Leave blank.
Min / Max Value - Leave blank.
Is visible on - Listed below are the options available (Recommend to only tick MembershipPortal and KIOSK)
- MembershipPortal - This is the external client portal site. Club members can add/change these settings while logged into client portal.
- KIOSK - This is the internal client portal site, both KIOSK and reception tablet mode are covered in this setting.
- POSWeb - Point of sale site.
Code - ClientPortal.MaxHoursToBookInAdvance
If the code in the custom attribute is blank or is not listed as above, this will result in the reports not showing this value.
Description - Can leave blank
Translations - Enter the custom attribute name into the language field of choice.
Press Save to continue.
Instruction - Payment Plan
Go to PGM->Sale->Payment Plans and search for the payment plan you wish to modify.
Scroll down to the bottom of the payment plan settings page. This is where custom attributes are located when they are attached to payment plans.
Enter the value in hours of how far in advance a member who has this contract (regardless of status) is able to book in.
Press Save to Continue.