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    Selling PT Packages: Step 2 - Editing the Package

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    Club OS offers club staff the opportunity to both build and sell PT Packages. By selling PT Packages, both Salespersons and Trainers can accrue commission as Members integrate further with the club. Selling PT Packages is a three-step process. This article, Editing the Package, is Step 2. For other steps, click one of the links below. (For steps on how to create PT Packages, click here.)

    Step 1: Selecting the Package
    Step 2: Editing the Package
    Step 3: Finalizing the Package 

    Once the package has been selected, its details will appear along with the staff's ability to make edits. For the sake of clarity, each section has been listed in sequential order below. Click a link to jump ahead to its corresponding section. Otherwise, read the article in its entirety. 

    A. Agreement
    B. Member Services and Fees
    C. Payments

    Once the package has been selected, its details will appear along with the staff's ability to make edits. For the sake of clarity, each section has been listed in sequential order below.

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    A. Agreement

    This section covers how to complete a package's startup and billing.

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    1. Status: Indicates the current status of the agreement. By default, this will initially appear as 'Draft'. However, once the Member has purchased the agreement, this status will automatically switch to 'Active'.

    2. Term Length: Allows club staff to manually select the length of time that the Member's agreement will last. This field is required. Note: Located below the field is the minimum and/or maximum term lengths that were previously set in Package Setup's Terms tab.

    3. Billing: Displays, both, the frequency and dates in which the package's invoices are scheduled to generate as previously set in Package Setup's Packages tab.

    4. Start Date: Allows club staff to manually set the calendar date in which the agreement will begin. This field will auto-populate with the current date. However, if the Member would prefer for their agreement to begin at a later date, this can be accomplished by clicking the calendar icon and selecting the desired date. This field is required.

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    5. Renewal Type: Allows club staff to manually specify how the package, once it has expired, is set to renew (if at all). This field is required.

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    There are three renewal options:

    a) None: The package will not auto-renew once its term has expired.

    b) Auto Renew - Term: The package will auto-renew for an identical term's length once its original term has expired. (For Example: A year-long agreement will auto-renew to last another year.)

    c) Auto Renew - Open: Upon its original term expiring, the agreement will auto-renew on a bill-cycle-to-bill-cycle basis until canceled. (For Example: A four month agreement with a bi-weekly billing cycle will auto-renew every two weeks.)

    Note: This default is selected upon the package's setup. If, during the package's creation, an alternative renewal type was also approved, staff can choose to attach the additional type instead of the default.

    6. Salesperson: Allows club staff to manually select the employee who is performing the sale. This is the same staff member to which the sales commission will be credited. This field is required.

    7. Trainer: Allows club staff to manually select the Trainer attached to the agreement. This is the same Trainer to which any PT commission will be credited (if, in fact, the club has opted to offer commission on rendered PT sessions). This field is required.

    8. Email Agreement to Member: Allows club staff to manually select if the Member will be emailed a PDF copy of the agreement once it is finalized. Note: This option is a role permission. If you would like to add or remove this option from the package setup page, contact your Club OS account manager.

     

    B. Member Services and Fees

    This section manages the units and potential fees that are attached to a package.

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    1. Unit Price: Allows club staff to manually select the cost of each unit within the member service. Note: Hovering the cursor above the field's 'tools tip' icon will reveal the service's minimum and/or maximum allowable price(s) as previously set within Package's Setup.

    2. Units/Bill Cycle: Allows club staff to manually select the total number of units that will be funded/released per invoice. Note: Hovering the cursor above the field's 'tools tip' icon will reveal the invoice's minimum and/or maximum allowable number of units as previously set within Package Setup's Package tab.

    3. Unit Expiration: Allows club staff to manually select the length of time in which each unit will remain valid once it has been funded/released.

    4. Fee Amount: The cost of the fee. Note: Hovering the cursor above the field's 'tools tip' icon will reveal the fee's minimum and/or maximum allowable price(s) as previously set within Package Setup's Packages tab.

    5. Total Payments: Displays the agreement's total number of invoices that have yet to be generated and paid by the Member.

    6. Total Agreement Value: Displays the agreement's combined cost of invoices that has yet to be charged toward the Member.

    C. Payments

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    1. Base Payment: Allows club staff to manually specify the total number of payments (if any) that the Member will be paying upon the package's purchase.

            Note: This field will auto-populate with a '1', signifying that the initial invoice is slated to be paid.    
            However, a down payment can be voided by, instead, entering a '0'. As a result, the Member's first  
            payment will be rescheduled to occur on the package's first billing date. Additionally, if the Member  
            seeks to pay a package's invoices ahead of schedule, they can do so by increasing the value in the
            Down Payments field. For Example: If a '2' is entered, then the first two invoices will be paid/drafted
            upon package's purchase. If a '3' is entered, the first three invoices will be funded. Etc.

    1. Notes: Allows club staff to enter a note that will publicly appear on the invoice that will generate upon the Member's purchase of the package.

    2. Today's Payment: Allows club staff to manually specify the total price that a Member is paying toward their completed package today. (Click here for details on flexible payment options.)

             Note: Upon purchasing their package, a Member may pay less than the initial invoice's cost on the  
             condition that the package's Start Date is set for a future date. If, instead, a Member chooses to pay  
             more than the cost of their initial invoice, an 'Apply Credit' dropdown menu will appear -allowing the
             Member to specify how they would prefer their credit to be distributed amongst their future
             invoices.

    Once every detail has been completed, click 'Save and Review' -located at the bottom, left-hand corner of the page.

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    Step 3: Finalizing the Package >

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