Contracts and Memberships in PerfectMIND

Setup required before entering contracts

Adding Styles Adding Programs Creating contract templates

Add Styles (under Setup)

Add Style

Adding Programs

Add a Program

Creating Contract Templates

Click “New” on Contracts and then choose “Create a New Template”

Fill out all fields for your template

Make the most out of your templates!

Use as many of the fields as possible, it will save you time for every contract activation:

Check “Add Membership” Style, Program Start Date, Expiry Date Total Tuition, Pay Now Amount, Monthly

Payments

Types of contract

There are different types of contract:

Limited (ie. 12 months) Ongoing (month to month basis) Ongoing with Rollover date (marks the date

of “renewal”) Countdown (specific number of classes)

Saving the template – click “Next” at the top of the page

Saving the template – choose which user profile can view the template

Adding a contract for a student

Adding a contract for a student – click on the student record, then the

Contracts tab

Click “New” to add a Contract, then choose from one of your templates

The contract will be populated with all of the fields you set up on your

template (but all can be overwritten too)

After saving the contract, click the “Go to Store” button at the top of the page, to

check out

Checking out in the Store – student’s name, Pay Now and Pay Later amounts will

show. Next click “Checkout”

For “Pay Now”, choose payment method and then click “Add Payment”

For “Pay Later”, choose payment method and then click “Add Payment”

To finish checking out click “Complete”

Mail Merge – from the student’s contract page, click “Mail Merge” to

print an agreement that they can sign

To make the student’s membership a “Countdown”, go to their Memberships

tab and open the membership

Check the “Countdown” box and then enter the number of classes/sessions the student has for the membership

Countdown Memberships

Private Lessons Fitness Classes Mat time Yoga

Contracts and Memberships

Q&A