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Wiki source code of Buy Package

Version 8.1 by Isaac Mejia on 2026/06/08 20:03
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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 Purchasing packages is very important as its the only way for a member to be charged for services rendered through **Activity Scheduler**. Below is a walk through of **Buy Package**feature.
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5 == Accessing Buy Package ==
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7 [[image:1590624357.png]]
8 To access **Buy Package**, you will open up **Activity Scheduler** and go to the **Packages Tab**. Once your cursor is on the **Packages Tab** a drop down will appear.  When the drop down appears please click on **Buy Package**.
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10 == Select Activity Package and Select Pricing Plan section ==
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12 [[image:1590558791.png]]
13 Now that you have selected **Buy Packages** this screen will appear. This is where you will select the **Activity Group, Activity Package** and **Pricing Plan** for the **Activity Package.**
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15 **1:**Please select the drop down for the **Activity Group** to select the correct group for the package your customer will like to purchase. For example we have a **Activity Group** **Cardio Kickboxing.**
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17 **2:** Please select the drop down for the **Activity Package**that is connect to the **Activity Group** that your customer would like to purchase. For Example we have an **Activity Package**  for **10 Cardio Kickboxing Classes**
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19 **3:**Now that we have the **Activity Group** and **Activity Package**selected we need to select the **Pricing Plan** that the member. We can see here that we have a **Pricing Plan** for **10 Cardio Kickboxing Classes.**
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21 It will also inform you of the **Package Term, Recurring Type , Recurring For**(length of time),**Payment Term, Payment Amount**and if it is **Discountable**. Run your cursor to the **Pricing Plan** you like to select and click.
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23 == Purchase Screen ==
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25 [[image:1590689828.png]]
26 Once you have selected the **Pricing Plan** then **Purchase Screen** will appear. The **Purchase Screen** is divided into four sections. **Member Info, Activity Package, Payment and Down Payment/Payment Method**
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28 **Member Info:**The**Member Info**section is where you will find the Member/Guest that is purchasing the package.
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30 **Member ID:** If you know the **Member ID** for that Member or Guest you can place it in the **Member ID** field. If not select the **Find Member** or **Find Guest** links and find the Member or Guest.
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32 Once you have found and selected whom is purchasing a package their basic information will appear. **Member Name, Account Payment, Method Account Status** and **Account Expire Date** (is applicable)
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34 **Activity Package:**This section goes over the basics of the package that will be purchased.
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36 **Activity Package:** names the Package that will be purchased.
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38 **Sales Person:**Is who is selling the package. This is necessary if your facility uses commissions for compensation.
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40 **Package Term:** Will inform you how long the package being purchased is for.
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42 **Bill if Frozen/Bill if Inactive:**This informs you if you would like to bill the member for the package still if the Members account is **Frozen** or **Inactive**.
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44 **Payment:** The**Payment**section goes over all of the financials of the package.
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46 **Payment Term:** This informs you if the account is a **Recurring Payment** or must be **Paid in Full.**
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48 **Full Payment Amount:**Shows how much the package costs
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50 **Discount Allowed:** Is the package able to be discounted
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52 **Full Payment Plus Tax:** If tax is applied to the package this will show you how much the payment is plus tax
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54 **Sales Tax:** The percentage of sales tax being applied
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56 **Additional Tax:** Any other additional taxes that need to be applied
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58 **Discount Percent/Amount:** If a package is discountable this is where you will place either the **Dollar Amount** or **Percentage**. In gray it will tell you how much can be applied
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60 **Full Payment Amount Plus Tax and Discount (If Any):**The payment amount with tax and discounts applied
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62 **Total Package Amount:**The full payment amount of the package
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64 **Down Payment/ Payment Method:**This section goes over how the package will be paid for
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66 **Start Date:**Date the Package starts
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68 **End Date:**Date the Package ends
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70 **Next Payment Due Date:**Date next payment is due
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72 **Down Payment Amount Today:**The amount of money the member needs to pay at the time of sign up
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74 **Down Payment Method:**How the **Down Payment** is is going to be paid. If your facility is taking the payment you can choose to include that payment info your **Cash Drawer** by checking or un checking the check box.
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76 **Amount Financed:** If a member has a **Recurring Payment** the **Amount Financed** will show how much money the member owes through the life of the package
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78 Once all information is entered in you will select **Next** on the bottom right hand corner to move to the **Submit Screen**
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80 //**If a member has a recurring payment the Down Payment/Payment Method section will look a little different, below is a walk through of those changes.**//
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82 == Purchase Screen 2 ==
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84 [[image:1590624364.png]]
85 As you can see here this is an example of a **Open End Activity Package.**
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87 You can see that the**End Date, Amount Financed and Number of Payment** fields all say **Open End**.
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89 You can also see that there is**NO Down Payment** field and that has been replaced with a **Payment Method** field.
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91 Select the drop down menu to select the **Payment Method** of how the member would like to process their payments for the **Activity Package**. If the member has a **Credit Card** or **EFT account** on file with eFit for their monthly dues that information will appear here.
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93 If the member would like to place another form of automatic payment select the **Create Payment Option** link and a **Edit Payment** screen will appear for you to enter in a **Credit Card** of **EFT account**.
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95 Once you have selected the **Payment Method** please select **Next** in the bottom right hand corner.
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97 == Submit Screen ==
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99 [[image:1590689834.png]]
100 The **Submit Screen** will show you the receipt for the package being purchased. Go over all information to make sure that everything looks correct. Once everything is ok select the **Purchase** button on the bottom right hand corner. Now the package has been applied to the members account.
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102 This completes the **Buy Package User Guide.**