This article will guide you through adding amenities to a sales package in ClubReady. Amenities can be automatically included with a package purchase or set up as selectable options for the client to choose from at the time of sale.
Content:
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Club Setup — Can Access Setup
- Club Setup — Can Access Sales Packages Setup
How to Include Amenities in a Sales Package
1. Navigate to the Sales Package: Go to Setup > Sales > Sales Packages, select the desired sales package, and click on the Included tab.
2. Configure Amenity Options: The Included tab allows you to define how each amenity is assigned when the package is purchased. You have the following options:
- Included — Click on the amenity under Included to automatically assign it to the client upon purchase.
- Choose From — Select multiple amenities under Choose From to give the client options to select from at the time of sale.
- Not Included — Leave the amenity unselected to exclude it from the package entirely.
Note: When an Agreement Activation Date and the first Membership Invoice Due Date are both set to a future date, the corresponding amenity will not be assigned at the time of agreement creation. Amenities are only assigned when an agreement is written and activated on the same date.
If a member wishes to start their membership on a later date, write the agreement with the Activation Date set to the current date while adjusting the first Membership Invoice Due Date to the member's preferred start date. This ensures the amenity is automatically assigned to the account and that the client will not be charged until their preferred date.
Frequently Asked Questions
Q: What is the difference between Included and Choose From?
A: Amenities set under Included are automatically assigned to the client when the package is purchased, with no action needed at the time of sale. Amenities set under Choose From allow the client or staff to select from a list of options at the time of sale.
Q: Why was an amenity not assigned to a client after their agreement was created?
A: This typically occurs when the Agreement Activation Date and the first Membership Invoice Due Date are both set to a future date. In this case, the amenity will not be assigned automatically. To avoid this, set the Activation Date to the current date and adjust only the first Membership Invoice Due Date to the client's preferred start date.
Q: Can I add amenities to a package after it has already been sold to a client?
A: Amenity settings on a sales package apply at the time of sale. If an amenity needs to be added to a client's account after the fact, it can be assigned manually through the client's profile. Refer to your amenity setup documentation for guidance on manual assignment.