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Updated Policy and Procedure Handbook - GoodLife Fitness

Updated Policy and Procedure Handbook - GoodLife Fitness

Updated Policy and Procedure Handbook - GoodLife Fitness

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Associate Discounted 1 Year Term Membership for all Clubs - (excluding Manitoba<strong>and</strong> Quebec)Paperwork:Fill out a ‘Membership Agreement’ <strong>and</strong> attach the Associate Discounted 1 Year TermMembership coupon to the membership agreement. If the coupon is not attached the salewill be made complete. The Associate Discounted 1 Year Term will have 2 units assignedto this agreement.To Enter in CARE:1. Log into CARE as yourself.2. Click on Daily Sales Journal from the Main menu.3. Click on today’s date from the Calendar.4. Click on Record a New Agreement from Agreement Menu.5. Enter the following information for the associate.Transaction DetailsActivity TypeSelect ‘New Member’Change Form #Skip – not applicablePT Contract #Skip - not applicableSold BySelect salesperson nameSourceSelect ‘Referral – Staff’Closed AtSelect ‘Initial Visit’Referring Membership #Skip - not applicableMembership DetailsMember Name (Prospect/Member) Input Member NameMembership # Input Membership #Barcode #Input Barcode number<strong>Fitness</strong> Planner/Consult #Input <strong>Fitness</strong> Planner number (minimum 4 digit number)Club AccessSelect ‘<strong>Fitness</strong> Plus’Membership or Services Type Select ‘Assoc Discounted 1 Year Term’Towel Service‘NO’ not applicableBasket Rental‘NO’ not applicableSmall Locker Rental‘NO’ not applicableLarge Locker Rental‘NO’ not applicableNo Commitment Addon‘NO’ not applicableExecutive Change Room‘NO’ not applicablePersonal Training Details (Optional) – you can fill this in if member purchase PT@POSPersonal Training Session TypeSelect Session Type# of Sessions Input # of SessionsPersonal TrainerSelect EmployeeDatesAgreement Effective Dateleave as today's dateMembership Start Dateleave as today's datePAP Start Date / AmountSkip - not applicableDate Agreement Properly Prepared Select today's date if the agreement is complete <strong>and</strong> signedVoid Rec'd DateSkip - not applicableRevenue DetailsRevenue Type 1It will come up as F & L (optional: you can adjust it or leave it)Amount Leave the amount as 0.00Revenue Type 2Term MemAmount199.00 (Ontario price before tax)Total Upfront Agreement Value 208.95 (Ontario price including taxes)GST9.95 (in Ontario),Confidential <strong>and</strong> Proprietary Information of <strong>GoodLife</strong> <strong>Fitness</strong> Clubs | V16 October 2009 114

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