This article will show you how to create a PIF (Paid-in-Full) sales package.

Requirements: A Master Admin login or a staff type that has access to the following permissions:

• Club Setup: Can access setup 
• Club Setup: Can access sales packages setup

Note: This article is meant to provide you a brief example of how you create a sales package for a paid in full agreement. Please take advantage of the more descriptive articles if you require more information on each field available for package setup options.

Adding A Sales Package

Navigate to Package Setup by clicking on Setup > Sales > Sales Packages. Packages are kept in folders. Select the folder you would like your PIF to be in. Click on Add A Sales Package for the sub-folder that you want your package to reside.

To have more information about Sales Package Folders, click here. 





After clicking you will now enter the name of your package. Choose what type of package you are creating. You can clone an existing package from the drop down if you would like. Click on Add The New Sales Package.


To learn more about the different types of packages, click here. 

Sales Package Settings

For a Paid In Full Package the Package Duration is how long the term will be for this agreement. Package Duration can be set to days or months. For example a 6 month PIF would have a duration of 6 months, 12 month PIF would have a duration of 12 months. The Package Standard Price is required and would be the total cost of the Paid In Full. A minimum/maximum price can also be added but is optional. Select which contract you want the client to see and sign during the agreement process. 

To learn more about how to create a contract template, click here. 

For a Paid In Full Package are able to make some Auto-Renew Evergreen selections if you would like. Some auto-renew examples:

Auto-renew with the same package so that every duration an invoice is created for the customer for the same price.

Auto-renew with a different package so maybe the customer will simply roll over to a Monthly billing package you offer in your club.

Once you have completed your initial package setup click the Update Settings button to save your changes.

To learn in more details about Sales Package settings, click here. 

Sales Package Installments Or Issuing Session Credits

Installments will allow you to create Setup Fees or Enable Package For Online Purchase.

To learn in more details about Sales Package Installments, click here. 






Included will allow you to set up to issue session credits or amenities with the purchase of this package.

To learn in more details about Sales Package Included, click here.