Improvements To Service Agreements Management Interface
Some improvements have been added to the way service agreements (eg customer PT contracts) can be managed.
The agreement detail page has a few additions - the ability to add notes about an agreement directly from the details page has been added & the link to adjust / cancel agreement.
The new button - Adjust / Cancel leads to a new page that provides options for adjustment all in one place.
The top of this page shows all the payments to date on this agreement with the option to refund or partial refund any of the payments & then determine what should happen to any bookings & session credits associated with the payment. If the payment was through ClubReady then an option is to process the refund directly back to their credit card or bank account. This could be done before but the interface was not nearly as nice to use
The bottom part of the page lists any planned payments (EFT) - these can be canceled all in one step now. Also - all the due dates can be changed in one step, or all the due amounts changed.
The last part of the adjust/cancel page has options for notifying the customer of the changes to their agreement and also classifying the change if it means the agreement is canceled
From one simple interface everything about a customer agreement can be managed. Contrast that to the outsourced billing approach - customer signs a contract (likely on paper) - Contract sits on a desk for a few days - gets faxed to the billing company. Customer wants a change or a cancel - contacts the club, who contacts the billing company, who don’t make the right change…customer still gets billed…irate customer calls club…and so on. That model is totally broken - with ClubReady the contract doc is electronic, changes can be made in seconds and the customer is instantly notified. Much more efficient.
