In this article, you will learn: How to offer contracts online
Quick Guide
- Settings / Membership signing / Membership offers
- Create offer
- "Approve for online membership subscription"
General
In addition to personal contract conclusion in the studio, online contract offers provide a convenient addition for your member acquisition! New prospects can become your new members with just a few clicks via targeted advertising campaigns or directly through the studio website.
The most important thing for your start into online contracts is the creation of contract offers in your Software. For this, you can store the desired contract packages under Settings / Membership signing / Membership offers.
How the contract offers get on the web
To create contract offers, you must select a previously created tariff in addition to the offer name and a description. This can be either your normal standard tariff or an extra tariff for this offer. In the tariff itself, you define the basics for your contract construct (duration, payment method, notice period, etc.) as usual.
Each contract offer can be made available for both the sales tool (contract conclusion in the studio) and for online membership subscription. For this, you can check the box for "Approve for online membership subscription" when creating the offer.
For an extended configuration or subsequent editing of visibility, there is the offer configuration area.
Once your offer has been created, you must select one or more matching durations+payment methods from the associated tariff and assign them to the offer. For this, you select the Durations tab and can then click on Add Duration & Payment Method in the toolbar.
With this, your basic structure is set up, and depending on the settings, your offer is now available in the sales tool and online.
For your online offers, the result might look like this: