This article will guide you through setting a sales package to be available for Corporate Sales.
Navigate to Setup > Corporate Sales > Company Setup.
Click on the edit pencil next to the existing company profile.
Under the Packages tab, click on Add New Package.
Select from the list the packages eligible for this feature. Choose the Program Type for this sales package.
1. Corporate Employee Program
This option is a standard membership but with a special discounted price. Member billing is the same as any member but the CEP package can have a different price than the standard package. To edit the price, click on the edit pencil next to the CEP sales package.
A pop up window will appear with the following:
Default Price - This is the standard price for the sales package selected. Adjust the amount to reflect the new price for members within this Corporate Sales package.
Apply Pricing To All Clubs - This setting will be available only at the Corporate level. It allows for all clubs to have the new price.
Disabled - Select if this Package Price is disabled for all the clubs.
2. Payroll Deduction Program
This option allows a partnering corporation to pay for its employees' packages. Any package can be setup to be a PDP package (membership and services). It will also handle all recurring invoices. These invoices will be tied to the company so the member never has to worry about billing. PDP packages are setup to not allow members to go past due.
Click on the edit pencil to set the individual store price for the package.
A pop up window will appear with the following:
Default Price - This is the standard price for the sales package selected. Set the individual store price which will override the default installment price.
Apply Pricing To All Clubs - This setting will be available only at the Corporate level. It allows for all clubs to have the new price.
Disabled - Select if this Package Price is disabled for all the clubs.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can setup and manage Corporate Sales accounts