Contracts Overview

Key Notes

e-Ballroom uses the concept of “Authorizations” for contract/packages. When you create a contract/package, you specify the number of authorizations the client receives.

• Authorizations can expire or not expire
• Authorization amounts can be changed with each contract at contract creation
• When a client is checked in using the payment method of “On Contract/Package”, an authorization is deducted from their contract
• If a client has more than one active contract, the system automatically aggregates the authorizations into a single “bucket”
• e-Ballroom supports payment plans; you can annotate the amount paid when the contract/package is purchased, and then log payment receipts as they occur
• e-Ballroom will alert you if a client booked for a private lesson on today’s date has 1 or 0 contract/package authorizations remaining, allowing you to drive upsells in a proactive manner
• Contract/package sales can be optionally linked to an instructor for tracking purposes
• You can edit a client’s authorizations manually without needing to enter a new contract/package
• Contract/Packages are logically separate from introductory packages, but function the same
  • If a client has both an introductory package and a contract active, their intro package authorizations are deducted first
• Contract/packages are separate from memberships
• Contract/packages can be used in conjunction with a membership