Agreement Groups


				

Contents

Overview

An Agreement Group categorizes Agreements for the purpose of allowing a primary Party to sponsor other parties under their Agreement. These sponsored parties are referred to as "Add-ons" to the Agreement.

This feature also gives you the ability to assign specific attributes as they relate to the Add-ons in each specific Agreement e.g. cancellation options, payment allocations, discounts, etc.

Since you must assign each Agreement to an Agreement Group, you MUST configure your Agreements before configuring any Agreement Groups.

There are three (3) primary Agreement Groupings:

  1. Family - An Agreement that is sold to a single Party as the primary Member and then family Add-on members are added to that Agreement.
  2. Corporate - An Agreement that is sold to an Organization or Corporation as the primary Party and then other individual Add-on members are added to that Agreement at their discretion. The delineation between Corporations and Organizations typically revolves around how the payment responsibilities for the Agreements are structured:</p>
    1. Corporation: The Corporation will typically purchase a Corporate Agreement of some sort and be the Primary Party on the Agreement. Individuals will subsequently have Add-on Agreements that the Primary Party is completely responsible for, or they have an agreed upon split of the payment responsibilities.
    2. Organization: While these will be set up in the same manner as Corporate Agreements in MosoMRM, and they may split Agreement responsibilities, Organizations will typically be an entity where a group of Individuals get a preferred or special rate and do NOT share in the responsibility e.g. Teachers, Military, Sports Officials, Firefighters, Police, etc.
  3. Individual - The standard single Party Agreement.

Configuring an Agreement Group

Entering a Name and making a selection in the (Group) Type drop-down list are the only required data when adding an Agreement Group. That drop-down list is hard coded however, and includes a default value.

To Add an Agreement Group:

  1. From the Launch Pad, click the System Configuration icon in the left navigation panel.
  2. In the Inventory, Activities & Related Settings section, select Agreement Groups.
  3. In the left panel, click Add. This activates the General tab (right panel), which is where you add the Agreement Group information.
  4. Enter the Name of the Agreement Group (REQUIRED).
  5. Enter a Description, Start Date, and End Date in their respective fields.
    1. The Start Date field defaults to the current date.
    2. In either Date field, you can either enter a date or click the Calendar icon (right) and select a date from the Date & Time Picker.
  6. Select a Group Type from the drop-down list (hard coded).
    1. The option you select in this drop-down list affects which Agreement Groups are available for selection in the Select agreement group drop-down list in Step 1 of the Agreement Writer process.
    2. Personal: This type can only be sold to an Individual Party who can then include individual Add-on Agreements accordingly, based on how the Agreement is configured.
    3. Corporate: This can only be sold to an Organization or Corporate Party type which can then also include Add-ons.
  7. Click the Save button.
    Adding an Agreement Group in the General tab.

Agreements

This is where you select which Agreements can be designated as Primary or as an Add-on within the Agreement Group. It is REQUIRED that you select a Primary Agreement in each Group! These are the Agreements that subsequently become available for selection during specific steps of the Agreement Writer process.

When you select the Add-on options, this serves two (2) purposes:

  1. These are the only options that will be available for selection by an individual purchasing an Add-On Agreement.
  2. When a Corporation purchases a Corporate Agreement, they will have the option to select any or all of these Agreements during the Agreement Writer process. These selections in turn, limit which Agreements are available for an Add-on to select from when they subsequently purchase their Add-on Agreement.

Below are some simple Agreement Group configuration examples. These Agreement Groups are selected, or are pre-populated, in the Choose Agreement Settings step of the Agreement Writer. This is based on which Agreement Type you selected, which will in turn, provide you with the available Agreement Options available in the group. These Agreement Types are:

  1. New Agreement
  2. Add-on
  3. Corporate Add-on
  4. New Corporate Agreement

These Agreement Types are selected when you click the Agreements button in the Toolbar on the Member or Organization Profile page.

  • If you are a Corporation or Organization, the ONLY option that will be available is New Corporate Agreement. This will never be an available option for an Individual.
  • If you are an Individual, the New Agreement, Add-on, and Corporate Add-on options will be the ONLY available options. These will never be available options for a Corporation or Organization.

Corporate Unlimited

  1. The Corporate Agreement can be selected as the Primary Agreement by ONLY a Company or Organization.
  2. The three (3) other Agreements that have been selected in this Group (Standard Member, VIP Membership, VIP Ultra) will be the ONLY Add-on Agreements available for an Individual who selects the Corporate Add-on Agreement Type.
    A Corporate Agreement with Add-ons.

Individual Agreements

  1. The four (4) Agreements (Standard Member, VIP Membership, VIP Ultra, Maryland Promo) can be selected as the Primary Agreement and will be the ONLY options available for an Individual who selects the "New Agreement" Agreement Type.
  2. Since there are no check boxes selected in the Allow Add-ons column, there will not be any Add-on options available for anyone that purchases one of these Agreements.
    Individual Agreements with NO Add-ons.

NOTE for Childcare Service Agreements...It is highly recommended that you have these Agreements in the Individual Agreement Group so all of the individuals will be linked directly to the Primary Member or Guardian.

Family Agreements

The following is an example of a "Family 4" Group i.e. a Family Membership with up to 4 Add-ons.

  1. The four (4) Agreements (Standard Member, VIP Membership, VIP Ultra, Maryland Promo) can be selected as the Primary Agreement and will be the ONLY options available for an Individual who selects the "New Agreement" Agreement Type.
  2. The "Family Add On" Agreement has also been selected and will subsequently be the ONLY Agreement available for an Individual who selects the the Add-on Agreement Type and this Agreement Group.
    A Family Agreement with Add-ons.

General Rules

This is where you enable Add-on details, most notably the maximum number of Add-ons that will be allowed for any Agreement within this Agreement Group.

If you select either of the two (2) check boxes, the corresponding text box becomes required data.

To Configure General Rules:

  1. If you select the Enable ID required for Add-on check box, enter a Display prompt in the the text box.
    1. This feature is a property of the Agreement and thus, you will be prompted to enter a value for this field IF an Agreement in this group is selected in the Agreement Writer.
    2. The primary purpose of this feature is to provide a Check-In Alert for Corporate Add-on members that prompts front desk personnel that some sort of Identification is required to allow the Check-in.
    3. What you enter in this text box is what displays in the alert message pop-up window at Check-In.
  2. If you select the Enable Add-on count limit check box, you must enter a numeric value in the Maximum Value field.
    1. By selecting this option, you are limiting the number of Add-on Members for all Primary Agreements within this Agreement Group.
    2. If you do not select this check box, all Agreements within this Group can have unlimited Add-on Members.
    3. IMPORTANT NOTE...once you configure this option and an Agreement within this Agreement Group is sold, these setting should NOT be edited or altered.
      1. While you can edit or alter these settings it is strongly discouraged.
      2. If you do edit the settings, these new settings will apply to Agreements sold within this Agreement Group from that point forward.
      3. Having multiple options for this Agreement Group across multiple modules within the application may become confusing. Hence, to edit or change these settings in a specific Group, it is strongly recommended that you enter an End Date for the current Agreement Group and create another Group with your new desired settings.

In the screen shot below, this Corporate Membership requires that Add-On Members show an "Employee ID" at Check-In and this Agreement is limited to 50 total Add-ons.

Configuring General Rules for Add-on Agreements.

Status Change Rules

This is where you configure the rules for Cancelling and Suspending the Primary Agreement within this Agreement Group and how it affects the subsequent (Add-On Agreements.

The Status Change Rules tab has three (3) drop-down lists:

  1. Cancellation
  2. Freeze
  3. Hold

These drop-down lists include two (2) options. These are the options that affect the Add-on Agreements:

  1. Action Required for Add-ons: This means that should the Primary Agreement be Cancelled or Suspended, this action also pplies to the Add-on Agreements. (See IMPORTANT NOTE below!)
  2. No Action Required: Should the Primary Agreement be changed to this Status, the new Status does not apply to the Add-on Agreements.
    Configuring Status Change Rules.

IMPORTANT NOTE: To cancel the Primary Agreement, you MUST cancel the Add-on Agreements FIRST in the application and then cancel the Primary Agreement.


Discounts

This tab is currently inactive.

Payment Allocation

This is where you set the Payment Responsibilities by percentage or amount, between the the Primary and Add-On Agreements. This can be applied to both Down Payments as well as Recurring Billing (perpetual) options.

The Type drop-down list includes two (2) calculation method options:

  • Percent
  • Amount

The columns in the grid include: (Min, Max, and Default are the only editable fields.)

  1. Role - Primary or Add-On
  2. When - (i.e. when the split rule is applied) Down Payment or Recurring
  3. Min and Max - The minimum and maximum amounts that each Role can be allocated for that payment.
    1. For Percentage, this figure can not be more than 100 percent.
    2. For Amount, this is a dollar figure so there must be a differential of some sort between the two entries with the Min being lower than the Max.
  4. Default - This is the default value for that Role in any payment rule e.g. in the Agreement Writer when purchasing an Agreement.

The default settings are 100 for the Primary in both the Down Payment and Recurring fields, regardless of the Type you select. If you select Amount, all three fields default to "Remaining" for both Down Payments and Recurring and cannot be edited. For Percentage, you must enter an amount in ALL SIX (6) fields, if the amounts do not balance. (NOTE: You can tab through to each field to speed up the entry process.)

Payment Allocation
Default Percentage Values.
Default Amount Values.

Amount

If you select, Amount as the calculation type:

  • Amounts are entered for the Primary ONLY with the Add-on automatically being responsible for the remaining amount of that payment.
  • If a payment exceeds either of these amounts, or the entries exceed the payment amount, either the Primary or Add-On pay up to that amount i.e. no change or refund is generated.

In the following example, if you set the following:

  • Primary
    • Down Payment: Max and Min Amounts = $90
    • Recurring: Max and Min Amounts = $40
  • Add-On
    • Down Payment: Remaining for both
    • Recurring: Remaining for both

If the Down Payment = $150 and the Monthly Recurring amount is $60:

  • Down Payment ($150)
    • Primary pays: $90
    • Add-On pays: $60
  • Recurring Payment ($60)
    • Primary pays: $40
    • Add-On pays: $20 (the remaining amount)
Amount Configuration.

Percentage

For the examples below, an assumption will be made that the percentage splits will be the same for BOTH the Down Payment and Recurring payments.

A common percentage allocation is a 50/50 percentage split between the Primary and the Add-on. Here is how you would configure a straight 50/50 split. This configuration gives the ability to do that equal split but also gives you the ability to adjust it accordingly should that split change (also see RECOMMENDATION):

A 50/50 allocation.


RECOMMENDATION: The preferred method to do a "split" for Corporate Agreements is to configure it here but with the flexibility to adjust the amounts when you sell the Primary Corporate Agreement. Subsequently, you will enter the actual split in the Payment Responsibility section in Step 1 (Choose Agreement Settings) of the Agreement Writer when selling that Corporate Agreement.


In the example below, the default split is 80% to the Primary and 20% to the Add-on. By entering 0 (zero) in the Min field and 100 in the Max field, you have the ability to adjust the split between 0-100% in the Agreement Writer.

An 80/20 split with the flexibility to adjust the percentages in the Agreement Writer.


A common setup for an Organization is for them to offer a discounted or preferred rate to their Members, but assume none of the cost of that Agreement e.g. Teachers, Firefighters, Police, etc get this allotted rate.

The following configuration sets the default responsibility completely on the Add-on Member. While using Percentage is the preferred Type in this scenario, you can configure this using either method.

A 100% Add-on allocation.

Technical Information

Related Information

Inventory, Activities & Related Settings

Agreements
Agreement Templates
Agreement Groups
Agreement Classifications
Portal Configuration
Past Due Batch Cancel
Cancellation Reasons
Bundle Setup
Category Setup
Access Types


Discounts/Adjustments
Item Setup
Reinstatement Reasons
Vendors
Suspension Reasons
Redemption Rules
Inventory Receiving
Inventory Adjustments
Inventory Adjustment Reasons


System Configuration
The MosoMRM User Interface
The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
Operation Security
Feature Security Agreement Writer


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