This article reviews the possible statuses for a Training Management Package Agreement as sold in Club OS and describes what each status means.
Package Agreement Statuses
The following are possible package agreement statuses available in Club OS:
- Draft
- Processing
- Active
- Frozen
- Completed
- Canceled
Read on for a description of each status.
Draft Status
The Draft status indicates that an agreement was initiated, but the sale was not completed. Draft agreements will not release units. A draft may be edited to further modify and sell the agreement, or it may be deleted if it is not needed.
Processing Status
There are two reasons an agreement will display a status of Processing:
- The agreement was just activated and the down payment is in the process of being charged. When an agreement is activated, it shows as Processing until the payment attempt for the down payment has returned as successful, at which it becomes Active. This process typically takes about 45 seconds from when the agreement is activated.
- The agreement's down payment was not successfully charged. If there was an error in charging the down payment, the agreement will stay in the processing status. Once the down payment has been successfully charged (or marked as Comped or Written Off), the agreement will move to the Active status. Refer to the PT Transactions Report or the Unpaid Invoices Report for information on why a down payment failed. In order for the agreement's recurring payments to be attempted, the down payment invoice must be resolved.
Processing agreements will not release units.
Active Status
An Active status means that the agreement is still within its term date and is not frozen. Note that this status does not indicate whether there are any billing problems like Delinquent or Chargeback invoices, nor does it indicate if there are future payments remaining. Click on the agreement name to view more information about past and future payments.
Frozen Status
A Frozen status means that billing is being paused. Purchased units are still available for use during this time. Payments that are skipped due to the freeze period are added onto the end of the agreement (maintaining the contractual number of payments). Expiration dates for sessions already purchased are not affected by freezes.
Completed Status
A Completed status indicates that the agreement's term is complete and that there are no scheduled payments remaining. The status does not indicate whether the member still has available units. Click on the plus icon next to the agreement name to expand the agreement to view information about remaining units.
Canceled Status
A Canceled status means that the agreement's payments were terminated before the contract end date (or that auto-renew was discontinued). No further payments will be drafted once an agreement is canceled. As with the Completed status, the Canceled status does not indicate whether the member still has available units. Click on the plus icon next to the agreement name to expand the agreement to view information about remaining units.
