Members : Minimum Spending Requirements by Department

Step By Step:

To Set Minimum Spend Rules By Class:
 
Step 1: Click on the Setting button from the header of the window.



Step 2: Select the Class Management from the left row of the window. To apply the Minimum Spend Rule, select the Minimum Spend Rule from the Action button's drop-down list. 



Step 3: The system will generate a new Minimum Spent Rule window. Click on the Add button then select the department from the Drop Down for which department you want to add Minimum Spend Rule. Set the amount and select frequency then click on the Save button. The rule will be added to the list. Click on Remove to remove it.

To select specific customer:

Step 1: Click on the Customers module. Select Members from the left row of the window.

Step 2:

Select Minimum Spends Rule under the Membership tab. Click on the Add button and setup minimum.

 

 

There are two types of minimum Rule:

Type 1:

Minimum Rule which comes directly from member class

This type of rule has a dependency on class expiry, once class will get expired, the minimum rule will automatically vanish from member's profile

ClassTypeName: If the minimum Rule come from class directly

Departments: Departments that need to be considered for a minimum

Frequency: Monthly/Quarterly/Annually

Amount: Minimum Rule Amount that needs to be spent.

From Date: Date of Minimum Rule assignment

To date: Date after which rule's renewal will happen and the member will get charged if he has not fulfilled the minimum spend requirement

This type of rule is on an individual basis with no expiry, so if the course doesn't want to charge a minimum for any member then they need to delete that rule by going into the member's profile

To check a member's minimum purchase: Click on action> Select Ledger option

Minimum Amount: This is the original minimum rule amount

Applied: Total purchase against a minimum amount

Remaining: Amount that members need to spend else he will get charged against this amount as he has not fulfilled the minimum spend requirement

 

 

 

 

 

To chance a minimum:

Step 1: Select Settings, then Class Management.

Step 2: Select Action, Minimum Spend Rule, then Edit.





Step 3: You will then be able to edit the department in which you would like the minimum to apply to, the amount, and the frequency. Once the information is correct, select Save. You will then receive a pop-up asking when for the changes to apply.

When changing a minimum:
Apply Immediately - Will make the change to all Active Cycle.
Apply Next Renewal - Will make the change on the next Minimum Cycle.
Do Not Apply - Will keep the current minimum set for all Active Users.