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
Add Styles (under Setup)
Add Style
Adding Programs
Add a Program
Creating Contract Templates
Click “New” on Contracts and then choose “Create a New Template”
Fill out all fields for your template
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
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)
Saving the template – click “Next” at the top of the page
Saving the template – choose which user profile can view the template
Adding a contract for a student
Adding a contract for a student – click on the student record, then the
Contracts tab
Click “New” to add a Contract, then choose from one of your templates
The contract will be populated with all of the fields you set up on your
template (but all can be overwritten too)
After saving the contract, click the “Go to Store” button at the top of the page, to
check out
Checking out in the Store – student’s name, Pay Now and Pay Later amounts will
show. Next click “Checkout”
For “Pay Now”, choose payment method and then click “Add Payment”
For “Pay Later”, choose payment method and then click “Add Payment”
To finish checking out click “Complete”
Mail Merge – from the student’s contract page, click “Mail Merge” to
print an agreement that they can sign
To make the student’s membership a “Countdown”, go to their Memberships
tab and open the membership
Check the “Countdown” box and then enter the number of classes/sessions the student has for the membership
Countdown Memberships
Private Lessons Fitness Classes Mat time Yoga
Contracts and Memberships
Q&A