Payment Plan Intervals - Overview

Introduction

In Perfect Gym, the Payment Plan Intervals feature allows for the creation and management of defined time intervals used throughout the system. Its primary benefit is providing standardized and reusable durations, such as for memberships or contracts, which streamlines configuration and ensures consistency across different modules.

• In this article, you will learn how Payment Plan Intervals work in Perfect Gym, including how to understand their settings, add, edit, and delete them, and follow best practices for naming and management.

• This article will be helpful for PG Champions, Club Managers, and System Administrators who configure or manage memberships, contracts, and other time-based settings in the system.

Instruction

Below are the settings available when creating or editing a Time Period. These settings define the duration and identification of each record.

• Name: A descriptive label for the time period to make it easily identifiable.

  • Example: "1-Month Membership", "Quarterly Access", "14-Day Trial"

• Interval: The unit of time for the period. The system allows for two types of intervals.

  • Example: You can select either Days or Months from a dropdown list.

• Count: The numerical value that defines the length of the time period, based on the selected interval.

  • Example: If you select Months as the Interval, a Count of 3 would create a 3-month period. If you select Days, a Count of 7 would create a 7-day period.

Note: The steps provided explicitly refer to actions taken within the Payment Plan Intervals module.

1. How to View a Record's Status

All created Time Periods are visible in a grid on the main screen of the module. You can view a record's configuration by observing its details in the list.

1. Navigate to the Time Periods module.

2. The main grid displays all existing records.

3. You can see the Name, Interval (e.g., Days, Months), and Count for each time period listed.

4. Use the filter option on the 'Name' column to search for a specific record.

2. How to Add a New Record

1. From the main Time Periods screen, click the Add button.

2. A modal window titled "Adding Time Period" will appear.

3. Enter a descriptive Name for the new period.

4. Select the Interval type (Days or Months).

5. Enter the numerical Count for the chosen interval.

6. Click the 'Save' or 'Confirm' button to finalize and submit the new record. The grid will refresh to show the newly added time period.

3. How to Edit an Existing Record

1. Locate the record you wish to modify in the Time Periods grid.

2. Click the dropdown actions menu on the right-hand side of the record's row.

3. Select the Edit option.

4. An "Editing Time Period" modal will open, pre-filled with the record's current details.

5. Modify the Name, Interval, or Count as needed.

6. Save the changes. The grid will refresh to display the updated information.

4. How to Delete (Cancel) a Record

1. Find the time period you want to remove in the grid.

2. Click the dropdown actions menu associated with that record.

3. Select the Delete option.

4. A confirmation prompt will appear, asking, "Are you sure you want to delete {Name} time period?".

5. Confirm the action to permanently remove the record from the system. The grid will then refresh.

Hints

• Use Clear Naming Conventions: Always use a descriptive name for your time periods, like "14-Day Pass" instead of just "14", to avoid confusion when selecting it in other parts of the system.

• Check for Duplicates: Before adding a new time period, quickly scan or filter the list to ensure an identical period doesn't already exist. This prevents clutter and redundancy.

• Plan Your Intervals: When creating periods for contracts or memberships, decide whether to use Days or Months consistently. For example, a "30-Day" period is different from a "1-Month" period.

• Confirm Before Deleting: Deleting a time period is permanent. Always double-check if the period is linked to active contracts or services before removing it to prevent potential system errors.

Use Case Examples

• Scenario: Setting up a standard monthly membership.

  • Action: Create a Time Period named "1 Month", set Interval to Months, and Count to 1.

  • Outcome: This record can now be linked to a monthly membership product, automatically setting its duration.

• Scenario: A gym wants to offer a 2-week trial.

  • Action: Add a Time Period named "14-Day Trial", set Interval to Days, and Count to 14.

  • Outcome: The "14-Day Trial" option is available for new member sign-ups.

• Scenario: Creating a quarterly payment plan.

  • Action: Create a Time Period named "3 Months", set Interval to Months, and Count to 3.

  • Outcome: This period can be used in payment plans to define a quarterly billing cycle.

• Scenario: A personal training package is sold in blocks of 10 weeks.

  • Action: Add a Time Period named "10 Weeks", set Interval to Days, and Count to 70.

  • Outcome: The system now has a standardized 70-day period for this specific package.

• Scenario: Updating the name of a trial period for clarity.

  • Action: Edit the existing "7-Day" period and change its Name to "7-Day Free Trial".

  • Outcome: The record is updated system-wide, providing better clarity for staff.

• Scenario: A "60-Day Challenge" promotion is launched.

  • Action: Create a Time Period named "60-Day Challenge", set Interval to Days, and Count to 60.

  • Outcome: A specific duration is created for this limited-time promotional offer.

• Scenario: A yearly membership option is required.

  • Action: Create a Time Period named "12 Months" or "1 Year", set Interval to Months, and Count to 12.

  • Outcome: This period is now available to be used for annual membership products.

• Scenario: A time period was created by mistake with the wrong interval.

  • Action: Delete the incorrect record (e.g., one with a count of 30 Months instead of 30 Days) and create a new one with the correct settings.

  • Outcome: System data remains clean and accurate, preventing configuration errors.