How do I add a new customer?

Here's a high level look at the process.

Step-by-step instructions:

1. At the Site level, select Contacts > Customers.
2. Select Add Customer.
3. Select Membership Signup, Booking Signup, or Package Signup.
4. Complete the customer’ Personal Details (see Customer fields in detail) in the Personal tab.
5. Select Next.
6. If the new customer is signing up to a membership, you will see the Membership tab. Similarly for booking and Booking tab, package and Package tab.
   
   
   • Membership tab 
     (a) Select a membership for the customer and select Next. 
     (b) Configure the Selected Membership Details. 
     (c) Enter the Membership Start date. The default start date is today. You can backdate the membership start date with the maximum date range or one year from today (whichever comes first). The Membership End and Minimum Term End dates are automatically calculated based on the start date and dependent on the membership term and minimum term specified for the membership that the customer has signed up for. 
     (d) Re-select the Salesperson name, if necessary. 
     (e) Select the Source. For example, how did the customer hear about us? 
     (f) Select the Membership Rate. For flexible membership rate, also select the billing frequency mode and enter the Flexible Rate. 
     
     
   • Booking tab 
     (a) Select a booking for the customer and select Next. 
     (b) Configure the Selected Booking Details. 
     (c) Select Booking Attendance Option. Select This booking only if customer wants to attend just this one session. Select This booking onwards if customer wants to attend all sessions of this booking. 
     (d) Verify the First Booking Session date, Last Booking Session date, and Price Per Session with customer. 
     (e) Re-select the Salesperson name, if necessary. 
     (f) Select the Source. For example, how did the customer hear about us? 
     
     
   • Package tab 
     (a) Select a package for the customer and select Next. 
     (b) Configure the Selected Package Details. 
     (c) Enter the Package Start date. The default start date is today. For ongoing package, you can backdate the package start date with the maximum date range or one year from today (whichever comes first). The Package End date is automatically calculated based on the start date and dependent on the validity period specified for the package that the customer has signed up for.
     (d) Re-select the Salesperson name, if necessary. 
     (e) Select the Source. For example, how did the customer hear about us? 
     
     
   Notes:
   1. You can only select a product at a time. Selecting another membership or booking or package will undo the previous selection.
   2. There are booking sessions and date filters on the right panel of the booking calendar which you can use to narrow down to the booking class you want to select.
      
      
7. Complete the Billing Details. 
   (a) Select how the Billing method or First payment will be collected from the customer. 
   Note: Available options depend on your organisation's billing settings.
   • With direct debit - First payment is collected the next working day after the customer has signed up for the product or on the product future start date.
   • With next scheduled direct debit - First payment is collected on the next scheduled direct debit after the product start date.
   • At the till - First payment is collected immediately by cash, cheque or payment card at the till.
   • With ClubCash - First payment is collected by deducting the ClubCash account balance.
     Note: This payment option is available or visible only if customer has sufficient funds in the ClubCash account.
   
   (b) (For Booking Signup) Select or verify the billing frequency, billing start date, breakdown, amount, and payment dates. If necessary, change the billing frequency. Select Booking Date if customer wants the amount to be collected or deducted on the booking date or select Paid in full if customer wants to pay for the full amount now.
   
   (c) (For Package Signup) Select or verify the billing frequency, billing start date, and amount. Note the billing frequency for package is only Paid in full for now.
   
   (c) (For Membership Signup) Verify the First Payment or billing start date. If necessary, make the required changes. 
   Note: Depending on the membership rate and preferred billing day, the first regular payment may be a pro-rated amount. To see the itemised details of the first payment, select the First Payment amount link.
   • Load Fee (or Setup Fee) is a one-time service charge payable to Ezypay whenever a new billing customer is added to iconnect360. If there is no “first payment”, i.e. the first regular payment and joining fee have been removed, the load/setup fee will be charged in the next debit.
   • Transaction Fee is a transaction charge payable to Ezypay each time a debit billing transaction occurs. If you do not see this fee listed, it means your organisation bears the fee instead of the customer.
   • You can:
     • Change the debit's amount (select Edit, change the Regular Payment or Joining Fee amount, and then select Save).
     • Remove the joining fee (select the Remove button).
       
       
   (d) (For Membership Signup) Verify the Recurring Payment amounts and dates. You can also change the amount and start date for the Recurring Payment. 
   Note: Changing the start date may affect the first payment amount.
   For Singapore only: The earliest first payment date for debits is 30 days from the date the customer is added due to the processing approval time taken by Singapore banks.
   
   
8. Complete the Payment Details (see Bank fields in detail). 
   Notes: If the customer has selected the Membership Rate, booking, or package to be Paid in full and the First Billing method is At the till, then no payment details are required. 
   • By default, the Self-pay is set to Yes. Enter the customer’s desired Payment Method and payment details for debit billing.
   • If Self-pay is No (someone else is paying for the customer) and if the payer is not an existing customer, enter the payer’s name, payment details, email, phone number, and address. If the payer is an existing customer with direct debit payment details, the payer's information will be populated in the form.
     
     
9. Select Next.
10. If there is an Agreement, you can ask the customer to sign the online agreement now (if there is a digital signature capture pad) or later.
    • Select Sign Agreement and then Capture Signature.
    • Ask the customer to sign on the digital signature pad.
    • Select Save Signature.
11. Select Next.
12. Obtain the payer’s signature for the debit authority (DDR Mandate/Payment Request Form).
    • Select Sign Debit Authority and then Capture Signature.
    • Ask the customer to sign on the digital signature pad.
    • Select Save Signature.
13. Select Next.
14. Check the accuracy of the customer details in the Summary page.
15. Select Finish.

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Bank and customer fields in detail: