In-Person Enrollment and Billing Process User Guide

This document provides a detailed walkthrough of the in-person enrollment process. It outlines the steps required to navigate through the software, select plans, apply discounts, and finalize the sign-up using both online and offline payment methods. This guide is designed to ensure a seamless experience for both staff and clients during the enrollment process.

Step 1

To begin the in-person enrollment process, navigate to the Point of Sale page from the main menu in the software. Select the client for whom billing is being done, and then choose the plan that the client is interested in.

Step 2

Select the plan, which can be either a base plan or an add-on plan. Here, a base plan is being selected. Once the plan is added to the cart and checked out, the billing summary page will display the complete breakdown of the plan being purchased by the client.

Step 3

The billing summary will include information such as the base price. From this point, the staff can select a future start date for the client, if the settings allow for this flexibility.

Step 4

If the branch settings permit, the staff can select an alternative start date. Moving forward, there are options for discounts, which are of two types.

Step 5

The two types of discounts are coupon discount and staff discount, with only one applicable at a time. To apply a coupon discount, click on "Apply Coupon."

Step 6

Upon applying the coupon, the system will automatically verify its validity, expiry, and any eligibility criteria. If an invalid coupon is added, the system will confirm its non-existence.

Step 7

Next, apply a staff discount, which is commission-driven. The staff can apply a percentage of the discount they are authorized to give.

Step 8

If the staff does not have authorization for a discount percentage, they cannot offer a staff discount. When applying a discount, they must provide a reason, such as management approval.

Step 9

Apply the discount, and observe that it has been applied. The next section to address is the referral details.

Step 10

On the billing summary page, staff can enter referral details. Search for any existing client in the system who referred the new client, and map that referral to their profile before completing the signup process.

Step 11

There are two options: record an online payment or an offline payment. Regardless of payment mode, a signup link will be generated and sent to the customer for waiver signing and finalizing the process.

Step 12

For this scenario, let's choose an offline payment method and proceed. This initiates the signup and sends the signup link.

Step 13

The signup link is sent to the customer for them to digitally sign the waiver. If an online payment is involved, they will complete that as well.

Step 14

After completing the waiver signature, the client has successfully signed digitally. Access the software's subscription tab to confirm that the subscription has been created, indicating a successful signup.

Step 15

This concludes the in-person or branch signup process. If the client wishes to add an additional service, the same process is followed.

Step 16

Navigate to the POS page, select the desired add-on service for the client, and complete the enrollment using the same flow.

Updated on: 04/12/2025