This guide provides step-by-step instructions for creating an additional service in the system. By following these steps, you can add new services and ensure they are properly configured for real-time charging.
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Contents:
- Accessing the Settings
- Adding a New Record
- Submitting the Information
1. Accessing the Settings
- Navigate to the "Settings" section of your software. (Found in the 3x3 grid menu icon in the upper right corner).
- Select 'Settings' from the Members Main Menu (3x3 grid icon, upper right)
2. Adding a New Record
Step 1: Click on “Datastore” in the left-hand menu.
Step 2: Click on the 3 dots on the right-hand side of "Additional Services", and then click on “New Record”.
3. Submitting the Information
Step 1: Fill out the required information to add a new record:
- Status: Choose "Active".
- Name: Enter the preferred name for this new additional service.
- Slug: No need to fill out; this will auto-populate.
- Payment Frequency: Choose if the additional service needs to be charged daily, weekly, bi-weekly, etc.
- Info: Enter a short description of the additional service.
- Fee: When entering a fee, please exclude the "$" sign. For example, instead of putting $50 for the fee, enter 50.
Step 2: Click “Submit” to save the new record.
**Tip:**
Ensure that the fee entered does not include the "$" sign to avoid any errors in the system. For example, enter "50" instead of "$50".
Conclusion:
By following this guide, you have successfully added a new additional service to your system. This service is now ready to be added to the member's profile and will be charged in real time.
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Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation