Creating a "Come and Try" payment class
RW

Russell Weatherburn

Created Sep 11, 2023

Creating a "Come and Try" payment class

The "Come & Try" payment class is designed for new players to be able to try squash in a structured program for a defined period of up to 12 weeks. Typically it would be for Juniors who are invited to learn squash in an environment such as school sport or a reach-out programme.

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Log into your Client Dashboard

13 Steps
1

Click on "finance" then "payment classes"

Click on "finance" then "payment classes"
2

Click on add payment class

Click on add payment class
3

Check temp

Check temp
4

Click on Come & Try (Squash ACT) ($0.00)…

Click on Come & Try (Squash ACT) ($0.00)…
5

Type in a name for your payment class

for example, "Come & Try Squash"

Type in a name for your payment class

You can either have a specific range of dates, or you can give a number of dates to have the member select. A fixed date range may be easier to manage.

6

Select Fixed date range

Select Fixed date range
7

Put in the start date and end dates using the calendar selection tool

Put in the start date and end dates using the calendar selection tool
8

Enter in a dollar amount for your club fees. Typically this would be a $0 amount

If you are using this with a class structure, any payments should be taken via the Event which this is linked to.

Enter in a dollar amount for your club fees. Typically this would be a $0 amount
9

Enter in a description for the payment class

You should enter in a description so that registrants will know what they are signing up for.

Enter in a description for the payment class
10

You can put a descriptive Welcome email in here.

This can include instructions on how to upgrade to a full playing membership or other details you may want the new member to receive

You can put a descriptive Welcome email in here.
11

If you would like to only allow this to certain ages, you can restrict this here

If you would like to only allow this to certain ages, you can restrict this here
12

Note that this can be applied to New members only

This is locked by Squash Australia.

Note that this can be applied to New members only
13

Click on Add payment class

Click on Add payment class
Well done!
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