Wiki source code of How To Apply Free Payment To Membership Contracts
Version 3.1 by Isaac Mejia on 2026/06/08 19:59
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| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
| 2 | |||
| 3 | Use the free payment cycles feature to give free payments at the start or at the end of your membership contracts. You can apply free payments at the: | ||
| 4 | |||
| 5 | A) Start of an Open End contract | ||
| 6 | |||
| 7 | B) Start of a Fixed Term contract | ||
| 8 | |||
| 9 | C) End of a Fixed Term contract | ||
| 10 | |||
| 11 | = **A) APPLY FREE PAYMENT CYCLES TO START OF AN OPEN END CONTRACT** = | ||
| 12 | |||
| 13 | 1. Log in to your eFit **Club Advantage** account with your user credentials. | ||
| 14 | 1. Navigate to one of the following screens: | ||
| 15 | |||
| 16 | 1. For new members, click on **Primary** under **Member Management**on the **Operations** page, and in the list that appears click on //Add.// | ||
| 17 | 1. To edit a contract template, click //Contract Templates//on the **Administration**page. | ||
| 18 | 1. Under //Contract Terms//, navigate to the //Free Cycles to Start Term// field. | ||
| 19 | 1. In the //Free Cycles to Start//Term field, enter the quantity of free payments to apply. \\ | ||
| 20 | Press Save. | ||
| 21 | |||
| 22 | Fig. 1: Apply free payment cycles to start of an open end contract from the //Add a Member// screen. | ||
| 23 | |||
| 24 | [[image:1422295291.jpg]] | ||
| 25 | Fig. 2: Apply free payment cycles to start of an open end contract from //Contract Templates Management.// | ||
| 26 | |||
| 27 | [[image:1422295298.jpg]] | ||
| 28 | = **B) APPLY FREE PAYMENT CYCLES TO START OF A FIXED TERM CONTRACT** = | ||
| 29 | |||
| 30 | 1. Log in to your eFit Club Advantage account with your user credentials. | ||
| 31 | 1. Navigate to one of the following screens: | ||
| 32 | |||
| 33 | 1. For new members, click on **Primary** under **Member Management**on the **Operations** page, and in the list that appears click on //Add.// | ||
| 34 | 1. To edit a contract template, click //Contract Templates//on the **Administration**page. | ||
| 35 | 1. To edit renewal terms, click on **Primary** under **Member Management**on the **Operations** page, and in the list that appears click on //Edit Renewal//. | ||
| 36 | 1. Under Contract Terms, navigate to the //Free Cycles to Start Term// field. | ||
| 37 | 1. In the //Free Cycles to Start Term//field, enter the quantity of free payments to apply after the contract start date. Press //Save//. Editing the //Free Cycles to Start Term//field updates the first payment due date automatically. | ||
| 38 | 1. Finish by viewing the //Total Payment Cycles// field under Contract Terms. This field will automatically populate. You should see an updated number of payment cycles after editing the //Free Cycles to Start Term//field. | ||
| 39 | 1. The //Total Payment Cycles//field displays the total number of free and paid payment cycles for the Fixed Term contract. | ||
| 40 | |||
| 41 | **Note**: If Account Type is Fixed Term, the new Total Payment Cycles must equal the previously existing Number of Payments plus the two new Free Pay Cycles to Start/End Term. \\ | ||
| 42 | E.g. A twelve (12)-month term with a monthly payment cycle has one (1) Free Pay Cycles to Start, ten (10) Payments, and one (1) Free Pay Cycles to End Term. | ||
| 43 | |||
| 44 | Fig. 3: Apply free payment cycles to a fixed term contract from the //Add a Member// screen. | ||
| 45 | |||
| 46 | [[image:1422295304.jpg]] | ||
| 47 | |||
| 48 | //Fig. 4: Apply free payment cycles to a fixed term contract from Contract Templates Management.// | ||
| 49 | |||
| 50 | [[image:1422295310.jpg]] | ||
| 51 | = **C) APPLY FREE PAYMENTS CYCLES TO END OF A FIXED TERM CONTRACT** = | ||
| 52 | |||
| 53 | 1. Log in to your eFit Club Advantage account with your user credentials. | ||
| 54 | 1. Navigate to one of the following screens: | ||
| 55 | |||
| 56 | 1. For new members, click on **Primary** under **Member Management**on the **Operations** page, and in the list that appears click on //Add.// | ||
| 57 | 1. To edit a contract template, click //Contract Templates//on the **Administration**page. | ||
| 58 | 1. To edit renewal terms, click on **Primary** under **Member Management**on the **Operations** page, and in the list that appears click on //Edit Renewal//. | ||
| 59 | 1. Under Contract Terms, navigate to the //Free Cycles to End Term// field. | ||
| 60 | 1. In the //Free Cycles to End Term//field, enter the quantity of free payments to apply before the contract expiration date. Press //Save//. | ||
| 61 | 1. Finish by viewing the //Total Payment Cycles// field under Contract Terms. This field will automatically populate. You should see an updated number of payment cycles after editing the //Free Cycles to Start Term//field. | ||
| 62 | 1. The //Total Payment Cycles//field displays the total number of free and paid payment cycles for the Fixed Term contract. | ||
| 63 | |||
| 64 | **Note**: If Account Type is Fixed Term, the new Total Payment Cycles must equal the previously existing Number of Payments plus the two new Free Pay Cycles to Start/End Term. \\ | ||
| 65 | E.g. A 12-month term with a monthly payment cycle has one (1) Free Pay Cycles to Start, ten (10) Payments, and one (1) Free Pay Cycles to End Term. |