Introduction
In Perfect Gym, you can create exclusive membership offers that are not visible to the general public on your Client Portal. This feature allows you to offer special rates or contract terms specifically for corporate partners, VIPs, or targeted marketing campaigns. By using the "Voucher creates contract" logic, you can ensure that only users with a valid code can access and sign up for these specific plans.
In this article, you will learn how to configure a exclusive Membership offer that remains invisible on the public Client Portal until a specific voucher code is entered, effectively overriding standard selections with exclusive payment plans.
This article will be helpful for PG Champions, System Administrators, and Marketing Managers responsible for configuring sales offers and promotional campaigns.
Before you start
Ensure you have the necessary administrative permissions to access the Sale (Payment plans) and Marketing (Voucher types) modules in Perfect Gym Manager (PGM).
Verify that your Client Portal is currently active and configured to accept voucher codes during the signup flow.
Fast lane
This is a brief overview of the process. The following sections contain more detailed information.
Create a Payment Plan in Sale -> Memberships -> Payment plans and uncheck "Client Portal 2".
Create a Voucher Type in Marketing -> Client acquisition -> Voucher types with the "Voucher creates contract" benefit enabled.
Link the hidden plan to the Voucher Type.
Generate the specific codes in Marketing -> Client acquisition -> Voucher codes.
Instruction
Step 1: Create the "Hidden" Payment Plan
First, you must define the contract terms that will be applied when the code is used.
Navigate to PGM -> Sale -> Memberships -> Payment plans.
Click Add new (or clone an existing plan) to create the offer.
Configure the pricing, duration, and contract terms as required for your promotion.
In the Available for section, ensure ClientPortal2 is unchecked.
Note: By leaving this unchecked, the plan will not appear in the standard public list, but the system can still "call" it via the voucher backend logic.
Save the payment plan.
Step 2: Configure the Voucher Type
Next, create the logic that swaps the user's selection for the hidden plan.
Navigate to PGM -> Marketing -> Client acquisition -> Voucher types.
Click Add new type.
Configure Restrictions:
Voucher sell type: Select Not for sale (This defines it as a promo code, not a purchasable gift card).
Configure "Can be used in club":
Select the specific clubs where this offer is valid.
Can be used by:
Select New members (you may also add Guests/Members if this applies to renewals or upgrades).
Configure Benefits:
Locate the checkbox Voucher creates contract and tick it.
In the dropdown menu that appears, select the Payment Plan you created in Step 1.
Save the Voucher Type.
Step 3: Generate the Codes
Navigate to PGM -> Marketing -> Client acquisition -> Voucher codes.
Click Generate vouchers.
Select the Voucher type created in Step 2.
Define the code format:
Random: The system generates unique, one-time alphanumeric strings.
Override with own code: Use this to create a "vanity" or "bulk" code (e.g., CORP2025, VIPSECRET).
Save to activate the codes.
Step 4: The Client Portal User Flow
Since the target plan is hidden, the end-user workflow differs slightly from a standard signup:
The user accesses the Client Portal Join Now flow.
The user selects an initial plan and then clicks "I have a discount code".
The user enters the code generated in Step 3.
Upon validation, the system triggers the Voucher creates contract benefit.
The interface refreshes, automatically overriding the initially selected plan with the Hidden Plan.
The user proceeds to checkout with the exclusive terms applied.
Hints
Placeholder Plans: If you intend to have only hidden plans available (a fully restricted signup flow), you must still create at least one "Placeholder" or "Standard" plan that is visible on the Client Portal. Users cannot reach the "Enter Code" field if there are no plans available to select initially.
Analytics: To track the success of this campaign, use the Sales by Source report or filter the Contract Report by the specific Payment Plan name.
Renaming: Ensure the "Hidden Plan" has a clear, client-friendly name (e.g., "Corporate VIP Tier"), as this name will become visible to the user the moment the code is successfully applied.