In-Person Enrollment and Billing Process Guide

The following steps guide you through the in-person enrollment process using the software. This involves navigating through the Point of Sale (POS) system, selecting plans, applying discounts, and completing the billing process. Each step ensures that the client's needs are met efficiently and accurately.

Step 1

Begin by navigating to the Point of Sale page from the main menu in the software. Select the client for whom you are processing the billing and choose the plan that the client is interested in.

Step 2

Choose between a base plan or an add-on plan. Here, a base plan is selected. Once the plan is added to the cart and checked out, you will see a comprehensive breakdown of the plan on the billing summary page.

Step 3

Review the details, including the base price. Here, staff can select an alternative start date for the client if the settings permit. This option is settings-driven.

Step 4

If the branch setting allows, staff can select another start date. The next section involves applying discounts, which are categorized into two types.

Step 5

The two types of discounts are coupon discounts and staff discounts. Only one discount can be applied at a time. To apply a coupon discount, click on "Apply Coupon."

Step 6

Upon applying a coupon, the system automatically verifies its validity, expiry, and any attached eligibility rules. Attempt to apply a non-existent coupon will be validated as invalid by the system.

Step 7

Next, apply a staff discount, which is commission-driven. Staff can apply a percentage for which they are authorized.

Step 8

If not authorized for a discount percentage, staff cannot provide a discount. When applying a discount, a reason must be stated, such as management approval.

Step 9

Apply the discount and confirm its application. The next section focuses on referrals.

Step 10

On the billing summary page, staff can enter the referral information. Search for any existing client in the system to map the referral to the profile of the new client.

Step 11

Complete the signup flow. Choose between recording an online or offline payment.

Step 12

Regardless of the payment mode, a signup link is generated and sent to the customer to complete the waiver and finalize the process. In this example, an offline payment is selected, and the signup link is generated.

Step 13

Initiate the signup by sending the link to the customer. This link allows for digital waiver signature and, for online payments, completing the payment.

Step 14

The signup link is sent to the customer. The customer completes the waiver by digitally signing it.

Step 15

In the software, under the subscription tab, verify that the subscription is created successfully, indicating a successful signup. If the client requires an add-on service, follow the same procedure.

Step 16

To add an additional service, go to the POS page, select the add-on service desired by the client, and complete the signup process as previously outlined.

Updated on: 06/12/2025