Joining Fee, Promo and Till Products in Plus2

Problem

Administrators need to add joining and admin fees to memberships, control what front-of-house staff can discount, and set up product groups and promotional products so 360 buttons and the finance extract are right.

Resolution

  1. Attach joining and admin fee products

    • Attach them on the subscription's Products tab.
    • Tick the same price level as the membership's price product, or the membership may not show or complete on Go.
  2. Set the one-off fee tick

    • The one-off fee tick on the subscription's fees controls what staff can discount in 360. Only one-off fees (joining fee, admin fee, add-ons) can be discounted at front of house.
    • Check annual up-front memberships so their main fee isn't set up as a one-off fee if staff shouldn't discount it.
  3. Set up product groups for 360 buttons

    • Go to Configuration > Financial > product groups. 360 Product group buttons show the products in a Plus2 product group.
    • Add or remove products here to change what the 360 button offers.
  4. Create promo/discount products (if applicable)

    • For complimentary or promotional items, create promo/discount products in Plus2 on the relevant department and cost centre.
    • At the till, add the activity plus the negative-value promo product, so the discount lands on the right budget line in the finance extract.
  5. Create add-on products for hires (if applicable)

    • For hires, add variable-price products for add-ons such as staffing, set-up or catering, each on its own department.
  6. Save

    • Save each product.

Notes

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