Module : Memberships

The Membership module allows Admin to configure all settings related to membership packages. These packages and configurations will be displayed on the JSales platform and serve as the foundational setup for recording company sales and new member registrations.

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1. Types

When adding a new member to the system, a membership type must be selected. 

One membership package can consist of multiple membership types.

 Form : 

• Title: Enter a title for this membership type.

• Runtime: Select whether the membership runtime is weekly or monthly.

• Count Single Bonus : When this option is checked, sales from this membership type will be included in the Single Bonus calculation.
• Count towards Target: When this option is checked, sales from this membership type will be included in the overall Target accumulation for the Location.
• Count for Mini-Jobber : When this option is checked, Mini-Jobbers will receive a Single Bonus for sales made under this membership type.

Under Runtime Setting, Admin can create multiple prices under Weekly/Monthly Terms.

• • Terms in Week(month) : Defines the duration of the membership type in weeks or months.
  • Price (Weekly/Monthly): The price charged per week or per month.
  • Value : This value is used to calculate the Single Bonus when a new member selects Monthly Payment.
    • Example : 

      • Single Bonus: €10.00

      • Value: 1.0

      • Bonus received by Sales Employee:
        1.0 × €10.00 = €10.00
        

  • Value One-Time-Payment : This value is used to calculate the Single Bonus when a new member selects One-Time Payment.
    • Example :

      • Single Bonus: €10.00

      • Value: 5.0

      • Bonus received by Sales Employee:
        5.0 × €10.00 = €50.00
        

  • Cancel Period : Defines how many weeks or months in advance a member must give notice to cancel the membership. There is no calculation or logic behind this value. 
  • Display as Default ( JSales ) : Allows the Admin to select which price option is shown as the default on JSales.
  • Monthly Cancellation(Display on JSales): When enabled, an additional price field will appear, allowing the Admin to enter an alternative price and terms that will override the original Terms in Week/month and Price Weekly/Monthly displayed on JSales.

The following configuration only display on JSales Platform:

• Add-Ons (JSales) : Admin can select list of Add-Ons and assign to this Membership type
• Description (JSales) :  Admin can enter descriptive text in this field. The content will be displayed on JSales.
• Discount (JSales) : Admin can assign multiple discounts to this membership type. The discount value will be deducted from the selected runtime price.

2. Package 

After a Membership Type is created, it will be assigned to a Package.
In JSales, the Sales Representative selects a Package that the customer is interested in and reviews the available Membership Types under that Package.

The purpose of a Package is to group related Membership Types together, making it easier for Sales to present and manage different membership options.

• Title : Assign a name to the Membership Package
• Location: Assign locations on this Package
• Membership Types : Select and assign active "Membership Types" to this package
• Description: Enter a remark for this Package.
• Start Fee (Display on JSale): Assign Start Fee value to this Package. 
• Status: Active/Inactive

3. Add-Ons 

Add-Ons represent optional paid items that can be attached to a Package.
Once assigned, the Add-Ons and their respective prices will be displayed on JSales for viewing during the sales process.

• Title : Name of the Add-On.
• Description : Optional description of the Add-On. This will be shown in JSales for reference.
• Weekly Price: Price displayed when the Sales Rep selects Weekly as the runtime.
• Monthly Price: Price displayed when the Sales Rep selects Monthly as the runtime.
• Status: Defines whether the Add-On is Active or Inactive. Only Active Add-Ons will be available for selection in JSales.

4. Discount 

A Discount represents a price reduction that can be applied to a Package’s runtime price. For example, an Admin may create a special discount for customers who only attend the gym in the morning.

When this discount is selected in JSales, the system will automatically deduct the discount value from the selected runtime price.

• Title : Name of the Discount
• Description : Add a short description to explain the purpose of this discount. This text will be displayed in JSales for reference.
• Weekly Price: Price deducted when the Sales Rep selects Weekly as the runtime.
• Monthly Price: Price deducted when the Sales Rep selects Monthly as the runtime.
• Status: Defines whether the Discount is Active or Inactive. Only Active Discount will be available for selection in JSales.