Introduction
By selling Payment Plans on the Client Portal you make the registration process easy and simple for your clients.
- This article shows how to present payment plans on the Client Portal
- This article will be useful to Club Manager, System Administrator, Club Owners.
Feature description
Whenever a potential client visits your Client Portal they will be able to create their member account from scratch. To do that they'll need to choose a payment plan.
You can categorize payment plans using payment plan categories. In the video example we used them to group payment plans by age. To learn more visit this article. You can have multiple payment plans in each category.
All payment plans can be presented in an attractive way on the Client Portal. Here are the functionalities to use:
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Custom description - each payment plan can have their own, individual description with the most crucial information about it. The name and description can vary between what is displayed in reports and what clients see in the Client Portal. Learn more.
- Details - in-depth description about a payment plan. Here you can include more specific information, you can add it in the Descritpion for clients section. Learn more.
- Tags - you can assign tags to payment plans. They will be displayed on the Client Portal, making the screen more informative and transparent. Learn more.
- Checkmarks - can be used to point out most important features of a particular payment plan. To learn more check this article.
- Discounts - if any of the payment plan's fees are discounted, information about it will be displayed on the Client Portal, as the old price will be crossed out, with the new price appearing as active. Learn more.
Hints
To learn more about payment plans check out this articles: