In this article, we will outline the steps for selling a PT package to a member and ensure that there isn’t a payment taken today.
In this scenario, Karl has come into the club and has purchased an agreement. However, it’s Friday night and he wants to start training on Monday. He also wants his billing to start on Monday, however, he wants to set up his recurring payment method now so he doesn’t have to worry about it when he’s coming in.
Note: In order to not take a payment, the agreement must have a future start date. When a PT agreements starts an invoice will be generated and if a recurring payment payment profile is set up and selected, a payment will be attempted on the member's payment profile. This is why a future start date is required to not take a payment.
If you see the ‘Down Payment’ option in the ‘Activate Agreement’ screen, you are going to attempt a payment that day if a payment profile is selected. If the member has made a payment in the club, you will want to mark the down-payment as paid with ‘Cash/Check’.