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How to configure Personal ID number requirement based on Payment Plans in Perfect Gym

Updated

Introduction

This article explains how to configure and use the feature that enables Personal ID number collection during registration, plan upgrades, or profile edits in Perfect Gym. The functionality ensures that Personal ID data is requested only when necessary, depending on the selected payment plan.

  • In this article, you will learn, how to configure and use the feature that enables Personal ID number collection during registration, plan upgrades, or profile edits.
  • This article will be helpful for PG Champions, System Administrators, and Club Managers.

Before you start 

  • To use this feature, you will need to contact Perfect Gym Support to request the activation of the setting: Contract.RequirePersonalIdForPaymentPlansPaidInArrears.

Fast lane

This is a short description of the steps required for Personal ID collection during user registration, plan upgrades, and profile edits. Detailed instructions are provided further down in the article.

PGM:

  • Registration: PGM / Clients / Add New Member

  • Upgrade: PGM / Clients / Member Profile / Contracts / Upgrade to Member

  • Edit: PGM / Clients / Member Profile / Data / Edit

POSweb:

  • Registration: POSweb / Add Member

  • Upgrade: POSweb / Member profile / Add contract 

Client Portal:

  • Registration: Client Portal / Registration 

Instruction / Feature description

The system will prompt for a Personal ID during registration, upgrades, or profile edits if the membership fee of the selected payment plan is greater than 0 and the payment plan is not upfront.

Perfect Gym Manager:

1. Registration of a New Member

  • Go to Clients -> Add New Member
  • Enter basic personal information and click Next
  • Enter additional details and choose a payment plan
  • If the selected payment plan requires Personal ID, a new step Add Personal ID will appear
  • Enter the Personal ID number and complete the registration

2. Upgrade Guest or Ex-member to Member

  • Navigate to Clients > Member Profile > Contracts > Upgrade to Member
  • Provide the required personal information and click Next
  • Choose a payment plan
  • If Personal ID is required, the system will display an Add Personal ID step
  • Enter the Personal ID number and complete the upgrade

3. Editing existing member's profile

  • Go to Clients > Member Profile > Data
  • Click Edit, update the information, and press Next
  • If the current payment plan requires a Personal ID and it is not yet provided, a new “Add Personal ID” step will appear
  • Enter the Personal ID and click Next to save the changes

POS Web

1. Registration of a New Member

  • Click Add Member

  • Enter personal details and press Next

  • Select a payment plan

  • If the plan requires Personal ID, a step for “Personal ID” will appear

  • Enter Personal ID and complete the registration

2. Upgrading a Guest or Ex-member

  • Open the existing user's profile and click Add Contract

  • Select the desired payment plan

  • If required, the Personal ID step will appear

  • Provide the Personal ID and finalize the upgrade

Client Portal 

1. Registration of a New Member

  • When a user registers via the Client Portal, the Personal ID field will be part of the Personal Information form
  • The field will be mandatory only if the chosen payment plan has the Personal ID requirement 

Hints

  • The system triggers the Personal ID requirement based on the membership fee and the payment plan type. If the payment plan is upfront or the membership fee is 0, the Personal ID is not requested.

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