Creating Drop-in Payment Type and Adding Members to Drop-in Class
A.) Creating Drop-in Payment Type
1.) Log into the backend system. Click on “Settings”:
2.) Click on “Payment” tab:
3.) Type in your “Drop-in” label:
4.) Save it:
B.) Adding Members to Drop-in Class
5.) Go to the enrollment calendar:
6.) Click on a class to begin drop-in:
7.) Click on the person icon with the ‘plus’ sign:
***If members already have the class included of their membership package then they are selectable for class enrollment without drop-in.
8.) The class is automatically selected:
9.) Click on “Cash/Other” payment tab:
10.) Click on “Other” radio button:
11.) Click on “Other’s Payment Type(Tag) ” and select “Drop-in”:
12.) Click “Confirm”:
C.) Accessing Member’s Past Dues from the Enrollment Page
13.) Close the “add class/membership” dialog and refresh the page. In this page click on the eye icon (third icon on the right):
14.) Payment history of this member should open up and the “Drop-in” payment type tag is here:
*** The drop-in dues are listed here for reconciliation for a later date.
15.) Close the dialog to see the enrollment calendar that is highlighted with the total number of members enrolled:
D.) Viewing all Past Dues of “Drop-Ins” from the dashboard homepage:
16.) Click on the payment percentage on your homepage:
17.) Click on the “Cash” icon:
18.) Filter by selecting “Drop-In”. Reconcile the payment here(third action icon) or send out an invoice (second action icon):
E.) Viewing all Member’s Past Dues of “Drop-Ins” from the Member Listing Page:
19.) Go to the member listing page. Search for the member:
20.) Click on the ‘Eye’ icon:
21.) View Payment Dues and Transactions:
22.)Alternative: At the member listing page, click on the expand button:
23.) Click on “Dues” tab:
24.) View “Drop-in” dues and other transactions or reconcile the payment here:
E.) Viewing all Past Dues of “Drop-Ins” from the Sales page:
25.) Access Sales page:
26.) Click on “Today” under “Past Dues”:
27.) Access Past Dues of Today:
*If you have any questions on technical questions you can contact support at customersuccess@fitsoft.com