Introduction
Perfect Gym's Client Portal allows members to easily manage their accounts, including paying for unsettled transactions. This article explains how a club member can use their credit card to settle outstanding payments directly through their profile. This feature simplifies the payment process, allowing members to manage their accounts independently.
- In this article, you will learn how members can find and pay for their unsettled and future transactions in the Client Portal.
- This article will be helpful for the Front Desk Team, Sales Team, and Club Owner
Before you start
Please ensure you are aware of the following:
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Your Client Portal must be connected to a payment provider that supports one-time payments.
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You should be familiar with how the Client Portal handles different payment methods. Read more.
- If you use recurring payments and billing runs, make sure you understand how e-payment contract transactions and contract statuses are represented in PGM.
Fast lane
This is a brief overview. The following sections contain more detailed information.
1. Go to Client Portal > Profile > Account > Payments Tab
2. Select the transaction(s) you want to pay
2. Click Pay
Feature description
A list of a member's unsettled and future transactions is shown in their profile under the Payments tab. From here, a member can select the transactions they wish to settle with a credit card and process the payment.
The payment view includes four columns:
- Payment: A description of the payment. The member can choose one or more transactions to pay. They can select them individually or choose multiple transactions by clicking the 'arrow' sign, which will mark all transactions above it. The total amount for all marked transactions will be calculated automatically.
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Member: Shows who the contract is assigned to. This is useful for linked accounts to identify which contract the payment is for.
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Due date: The date the payment is due.
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Amount: The full amount of the payment.
Warning Messages for Ongoing Payments
Please be aware that this list includes all transactions that have not yet received a response from the payment providers. This also includes transactions currently being processed via a Billing Run, for which the member's contract status is marked as 'in progress'.
If a member has a transaction 'in progress', a warning will be displayed stating that the member already has some transactions in the payment collection process. Proceeding with the payment may lead to an overpayment if the billing run ends successfully. It is not possible to mark which individual transaction is currently being processed.
There are three possible warning scenarios:
1. Payment in progress for the member's own contract:
The following message is displayed:
'You have a recurring payment in progress. Please make sure you want to proceed with the other payment.'
This message can be customized in PGM/Settings/Custom Translations under the Resource name: /cp/Areas/Profile/Views/Payments/ChoosePaymentsStepView.cshtm
2. Payment in progress for a linked child's account:
The following message is displayed:
'Some of your family members have a recurring payment in progress. Please make sure you want to proceed with the other payment'
This message can be customized in Custom Translations under the Resource name: RecurringPaymentInProgressForOtherFamilyMembersInfo
3. Payments in progress for both the member's and a child's account:
In this case, both of the warning messages listed above will be displayed on the screen at the same time.
How to make the payment
Once the member has selected the transactions to be paid, they should click the Pay button. They will be redirected to pay either through an online payment gateway (Online) or by using a saved credit card (Debit/Credit Card). You can also configure additional agreements to display remarks for credit card payments.
Hints
- If a member wants to pay for future transactions, they can use the Charge next month option. This will add the next upcoming transaction to their recurring payments.