the cway miami - contracts
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Contracts and Memberships in PerfectMIND
Setup required before entering contracts
Adding Styles Adding Programs Creating contract templates
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Add Styles (under Setup)
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Add Style
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Adding Programs
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Add a Program
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Creating Contract Templates
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Click “New” on Contracts and then choose “Create a New Template”
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Fill out all fields for your template
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Make the most out of your templates!
Use as many of the fields as possible, it will save you time for every contract activation:
Check “Add Membership” Style, Program Start Date, Expiry Date Total Tuition, Pay Now Amount, Monthly
Payments
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Types of contract
There are different types of contract:
Limited (ie. 12 months) Ongoing (month to month basis) Ongoing with Rollover date (marks the date
of “renewal”) Countdown (specific number of classes)
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Saving the template – click “Next” at the top of the page
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Saving the template – choose which user profile can view the template
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Adding a contract for a student
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Adding a contract for a student – click on the student record, then the
Contracts tab
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Click “New” to add a Contract, then choose from one of your templates
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The contract will be populated with all of the fields you set up on your
template (but all can be overwritten too)
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After saving the contract, click the “Go to Store” button at the top of the page, to
check out
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Checking out in the Store – student’s name, Pay Now and Pay Later amounts will
show. Next click “Checkout”
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For “Pay Now”, choose payment method and then click “Add Payment”
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For “Pay Later”, choose payment method and then click “Add Payment”
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To finish checking out click “Complete”
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Mail Merge – from the student’s contract page, click “Mail Merge” to
print an agreement that they can sign
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To make the student’s membership a “Countdown”, go to their Memberships
tab and open the membership
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Check the “Countdown” box and then enter the number of classes/sessions the student has for the membership
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Countdown Memberships
Private Lessons Fitness Classes Mat time Yoga
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Contracts and Memberships
Q&A