Introduction

In this article, you will find the information on how the Contract Discounts work. You will find here the detailed description of the most important options and fields that are available to be selected during Contract Discount configuration. If you do not know how to use a given Contract Discount feature, here, you can check its function and in some cases, example of usage. 

Mind, it is not a practical instruction, but the feature description. Use this article as an explanation of the possibilities you have when configuring your Contract Discount.

• This article will help you understand the meaning of the fields you have to fill in during the Contract Discount configuration. 
• This article will be helpful to PG Champion, Club Manager, Administrator and Club Owner. 

Feature Description and Basic Instruction

In Perfect Gym, you have many options available when you create Contract Discounts for your club members. You can choose from various options to find the best solution fit for your business. Depending on the options selected during set up, Contract Discounts you offer to club members will bring different functional result and business outcome. 

To make this easier for you, the Contract Discount configuration process hass been divided into several steps:

1. Go to the PGM -> Sale -> Memberships -> Contract Discounts 

2. In the right top corner, click on the Add new contract discount type button to create a new Contract Discount.

3. In the New contract discount window, fill in the following fields:

• Name - enter the name of the Discount. 
• Is active - tick this checkbox if you want this Contract Discount to be active.
• Membership fee - from the drop-down list, you can select the discount you want to add. 

Here, is the list of all the discounts you can use:

• Chosen interval scope for fixed amount - enter the fixed amount of the Discount you want to give to your club members for a chosen Payment Interval. The scope, which means the number of Intervals with the Discount - will be available to choose on the Member Profile during the Discount addition. 
• Chosen interval scope lower by amount - enter the amount of the Discount you want to give to your club members for a chosen Payment Interval. The scope, which means the number of Intervals with the Discount - will be available to choose on the Member Profile during the Discount addition. 
• Chosen interval scope lower by percent - enter the percentage of the Discount you want to give to your club members for a chosen Payment Interval. The scope, which means the number of Intervals with the Discount - will be available to choose on the Member Profile during the Discount addition. 
• Chosen interval set at fixed value - enter the fixed value of the Discount you want to give to your club members for a chosen Payment Interval. It differs from the Chosen interval scope for fixed amount option, where the Discount is given for several Payment Intervals. Here, you give the Discount for one Payment Interval only!
• Free interval after - enter the number of free Intervals you want to give to your members and define after how many Intervals the Discount will be active. I.e. you can give '2 months for Free' Discount after the 3rd Interval. 
• Free intervals after chosen by user - enter the number of free Intervals you want to give to a member. The members can define the start date of the Discount by themselves. 
• Free month after - enter the number of free Intervals you want to give to your members and define after how many months the Discount will be active. I.e. you can give '2 months for Free' Discount after the 3rd month. 
• Free months after month chosen by user - enter the number of free months you want to give to a member. The members can define the start date of the Discount by themselves. 
• Lower by amount - enter the amount of the Discount you want to give to your club members for the whole Contract period. 
• Lower by amount for last months - enter the amount of the Discount you want to give to your club members and define the number of the discounted months. The system will assign the discount to the last months of the Contract. Contract has to have End Date defined.
• Lower by percent - enter the percentage of the Discount you want to give to your club members for the whole Contract period. 
• Lower by percent for number of first intervals - enter the percentage of the Discount you want to give to your club members and define the number of the discounted Intervals. The system will assign the discount to the first Intervals of the Contract. 
• Lower by percent for number of first months - enter the percentage of the Discount you want to give to your club members and define the number of the discounted months. The system will assign the discount to the first months of the Contract. 
• Lower by percent for number of last months - enter the percentage of the Discount you want to give to your club members and define the number of the discounted months. The system will assign the discount to the last months of the Contract. 
• Lower for number of first intervals - enter the amount of the Discount you want to give to your club members and define the number of the discounted Intervals. The system will assign the discount to the first Intervals of the Contract. 
• Lower for number of first months - enter the amount of the Discount you want to give to your club members and define the number of the discounted months. The system will assign the discount to the first months of the Contract. 
• Lower since given intervals by amount - enter the amount of the Discount you want to give to your club members and define the Interval the Discount should apply from.
  • Click on the blue pencil icon next to the amounts. Click on the Add new record button in the right upper corner. Define which Interval you want to assign the Discount from and enter the Discount value. Click on the Insert button - the blue tick on the left side. Close the pop-up window. 
• Lower since given intervals by percent - enter the percentage of the Discount you want to give to your club members and define the Interval the Discount should apply from. 
  • Click on the blue pencil icon next to the percent Value. Click on the Add new record button in the right upper corner. Define which Interval you want to assign the Discount from and enter the Discount percentage. Click on the Insert button - the blue tick on the left side. Close the pop-up window. 
• Month chosen by user for fixed amount - enter the fixed amount the member will pay for the discounted month. The members can define by themselves when the discounted month will be. 
• Month chosen by user lower by amount - enter the amount of the Discount you want to give to your club members. The members can define by themselves when the discounted month will be. 
• Month chosen by user lower by percent - enter the percentage of the Discount you want to give to your club members. The members can define by themselves when the discounted month will be. 
• Set at fixed value - define the amount the members will pay for one discounted Interval. This Discount applies to the whole Contract period. In practice, choose this option if you want to give a new Membership Fee to your members. 
• Since interval chosen by user lower by amount - enter the amount of the Discount you want to give to your club members. The members can define by themselves when the discounted Intervals will start. 
• Since interval chosen by user lower by percent - enter the percentage of the Discount you want to give to your club members. The members can define by themselves when the discounted Intervals will start. 
• Since month chosen by user lower by amount - enter the amount of the Discount you want to give to your club members. The members can define by themselves when the discounted months will start. 
• Since month chosen by user lower by percent - enter the percentage of the Discount you want to give to your club members. The members can define by themselves when the discounted months will start. 
• Until chosen interval set at fixed value - define the amount the members will pay for one discounted Interval. This Discount applies until the chosen Interval only! In practice, choose this option if you want to give a discounted Membership Fee to your members for a predefined period of time. After this Interval, the initial amount of the Membership Fee will be restored.  

Admin fee

• Lower by amount - enter the amount to reduce the Administration fee.
• Lower by percent - enter the percentage to reduce the Administration fee.
• Set at fixed value - define the new amount of the Administration fee. 

 Joining fee

• Lower by amount - enter the amount to reduce the Joining fee.
• Lower by percent - enter the percentage to reduce the Joining fee.
• Set at fixed value - define the new amount of the Joining fee.

 Membership fee during prorata

• Lower by amount - enter the amount to reduce prorata.
• Lower by percent - enter the percentage to reduce prorata.
• Set at fixed value - define the new prorata amount.

 Modify commitment time

• Intervals - define how many Intervals the new commitment period will have.
• Months  - define how many months the new commitment period will have.

Allows you only to expand the commitment period of the Contract.

• Payment plans - define to which Payment Plan the Discount should apply.
• Access rules - define to which Access rules the Discount should apply.

This option is not obligatory! If you have already chosen to add the Discount to Payment Plans, omit this step!

• Clubs - define in which clubs the Discount should be available.
• Valid for periods - define when the Discount will be visible in the system. Click on the Add new record button on the right, and select when the Discount will be visible within the system. Choose start date and end date from the Calendar. To save the changes, click on the Insert icon - the blue tick on the left side. 

Remember! If the Discount is set to Active, but you have not chosen the dates from the Calendar in the Valid for Periods field, then you will not be able to add the Discount properly to the Member Profile!

• Combine with discounts - define which Discounts can be used together with the Discount you have been currently adding. 

If you will not use this option, after choosing this Discount, your club members will not be able to use other than this particular Discount during their whole Contract period.  

• Only for chosen roles - tick this checkbox if you want to grant the access to the Payment Plan visibility to a specific role, i.e. Club Manager. In this case, roles other than this specific one will not be able to see this Payment Plan during new Discount addition. 
• Only available for chosen payment methods - tick this checkbox if you want to grant the access to the Contracts with chosen payment methods. 
• Only for chosen sources - select the modules where the Discount should be available for purchase, i.e. Client Portal, PGM, or POSweb.

4. Click on the Update button to save the configuration.