GetFit Temporary M1 – PROFILE CRUD (GYM) – BUSINESS LADSCAPE To be created, a GYM must be invited to by CW country or HQ; No possibility to self create a GYM. From the BUSINESS interface, in the GYM area visible only to CW, is possible to create a GYM by clicking on the “+” icon (visible only to Directors, Operators and Salesmen – not visible to Trainers); CRUD (Create, Read, Update, Delete) PROFILE APPROACH (all profile types and roles) The CU (Create, Update) flow is always an overlay • CREATE : the fields to be filled appear once at time (order and which one is defined by the interface and role creating). BUSINESS CW can create GYM, GYM UNIT, CW Unit profiles as GYM Draft or in GYM in status Temporary • Operator, Salesman and Director: can create GYM, GYM UNIT, CW Unit (only CW HQ) • Trainer: cannot create GYM profiles • UPDATE : the same of the CREATE about fields, but without Privacy and Terms and conditions • DELETE : Only available in Draft GYM The RD (Read) is visible in the Chat under profile/profile info area «+» to create a new GYM Only role Director, Salesman and Operator can click on the «+» can start the GYM Creation flow Search box allow to search by: Company name, Company brand, VAT number, Fiscal ID, Email, Phone number, address In the card, the following data is quoted: • 1 st row Company picture + name (Orange color, if in Temporary status: see GetFit) and beside the group characteristic “Group head” or “Group son”): mouse over on the group characteristic shows the group composition with Father on top and sons below with that GYM bold (see mouse over) • 2 rd row City and Country of the GYM (i.e. Milano, Italy) • 3 th row GYM status (Draft: black, Temporary: Orange, Active: Green, Suspended: Red) • 4 th row icons of actives CW modules (with red veil in case the GYM has expired credits) • 5th row CW seller name. Only visible if a seller has been associated to the GYM. The swipe command, only for a DRAFT GYM allow to : • Edit (black icon on white background) • Delete (black icon on red background). The swipe command (not for a Draft GYM) allow to : • Edit (black icon on white background) • Suspend (black icon on red background) Example of suspended GYM’s card; the card has a white veil and there is: • “Suspended” status, that on mouse over show via a tooltip, the GYM Name and City • “RE‐ACTIVATE” text & icon clickable. If clicked it open a pop‐up to confirm to reactivate the GYM This button filter, if active show only DRAFT GYMs and GYM’s status: SUSPENDED, TEMPORARY (Group head) (Group son) Gym1 • GYM2 • 24 Hours • GYM3 • GYM8 MODALE PROFILE STRUCTURE AND FUNCTIONALITIES (CWs, Gyms, Athletes, Companies, etc) HEADER AREA WITH %DYNAMIC% NAME PRIORITY AREA This is the area holding the fields that must be shown to be filled/checked with the following priorities: 1) The mandatory fields not filled/checked yet, shown all together; 2)The asked to change fields not accepted/declined yet, shown all together 3)The optional fields not filled/checked yet, shown one by one and the following one when the cursor is in the previews The first field/s appear with the modal and following they move down one by one once it is filled/checked correctly, to the LIST OF FIELD AREA with a movement “top down” that help the user to understand where the field is going to be placed The optional fields arrive in priority area one by one from top when in the area there is only one more filed to be filled/checked and following the defined profile order. This area has dynamic height in order to hold together all the defined above fields LIST OF FIELDS AREA This is the area holding all the fields of the profile, except the fields that are in the PRIORITY AREA. Fields are white when filled/checked and grey when to be filled/checked This area shows all the fields together ordered by priority number independently if they are filled/checked or not filled/checked yet; some of them can be over scroll and other are under scroll. The fields appears with the modal, except the ones that are in the PRIORITY AREA; A filled field that arrive from PRIORITY AREA arrive from top and the user must perceive that the filed is changing area and can “understand” where is going to be placed. SEPARATING AREA Empty space to underline the difference between the PRIORITY AREA and the LISTO OF FILEDS AREA; this area has fixed height MAIN BUTTON SECONDARY BUTTON MANAGE %GYM NAME% Mandatory field1 ? Mandatory field2 ? Mandatory field3 ? ADD DIRECTOR ? Optional filed1 ? Optional field2 ? Optional field3 ? Optional field4 ? Optional field5 ? Optional field6 ? Optional field7 ? MAIN BUTTON SECONDARY BUTTON LIST FOR MANDATORY FIELDS FOR GYMs (all filled allow to Publish) 1.Company name (mandatory also for CU and GU) 2.Address, type legal (CU and GU get automatically the father one) 3.VAT code number 4.Fiscal code number (visible only if fiscal country ITA and in this case only one between VAT or fiscal code is mandatory) 5.Email address, type legal 6.ADD DIRECTOR ( at least one is mandatory, then the filed moves down to LIST FO FIELDS AREA) LIST FOR OPTIONAL FIELDS FOR GYMs 7.Brand 8.Short Description 9.eMail (multiple) 10.Email in chat (auto created by SW) 11.Mobile phone (multiple) 12.Address, type operative 13.Landline phone 14.Billing Unique Code (only in Italy) 15.VAT Rate (visible only by the Profile related that wrote them; not visible by the profile owner 16.Online links (multiple) 17.Balance sheet start date 18.ADD BANK ACCOUNT 19.ADD GROUP 20.CW modules (not present in a CW Profile) 21.CW salesman of reference (only for a GYM Profile) / MANAGED countries (only for a CW Profile) 22.Note (visible only by the Profile related that wrote them; not visible by the profile owner In case of Italian GYM, also the additional fields should be displayed M1 – PROFILE CU (GYM) – BUSINESS LADSCAPE (SEE OVERLAY RULES) Modal Title • dynamic text “Manage Profile” that become “Manage %GYM name%” as soon as the “GYM name” filed has been filled. No mouse over! No clickable! • “x” icon, always visible: click on the “x”, closes the overlay but if there are unsaved changes, it must be displayed a pop‐up to confirm: “ You have unsaved data. Are you sure you want to exit?” | Buttons “Cancel” (go back to the overlay without changes | “YES” close the overlay and dismiss all unsaved data, but keeping the saved ones GYM NAME ‐ String Suggestion Component ‐ link This field allow to enter the GYM Name; Mandatory field, with suggestions. No checks are required on the typed string. Suggestions must be “Company Name + VAT + Fiscal code ID” (i.e. “Coca Cola SPA – IT12345678901”) appear, in alphabetic order, after typing 3 chars in the filed. Suggestions comes from CW DB In case is selected one of the suggestions, if the selected Profile: • is already a GYM; SW open the already existing GYM Profile (edit mode) • is not a GYM, this error message should appear, in red, just below the field “It’s not possible to create a GYM with this VAT number. If it’s correct, click HERE to ask for Cowellness support ” where “HERE” is a clickable text label; if clicked it send a the following predefined message (that include a link to the Profile that need to be fixed) to Cowellness HQ. “The following existing Company Profile %Company.Name% can not becomes a GYM. Can you please fix this issue and reply. ” Tooltip: “Company name, mandatory” ; Placeholder: “Name”; Lable: “NAME” VAT Code ID – VAT Component – link This field allow to enter the VAT Number ; It’s mandatory to add the Vat code ID or the fiscal code ID so in countries where the Fiscal code ID do not exist is mandatory). Default fiscal country (country code) = fiscal country of the CW / CH / CU that is creating the GYM, then updated with the country of the Gym legal address (only if field is empty and the address entered is valid / in valid country). It’s only possible to select a fiscal country (on the fiscal country selector) where the CW / CH / CU is enabled to create a GYM. The field has suggestions suggestions must be “VAT + Company Name” (i.e. “IT12345678901 ‐ Coca Cola SPA”) appear, in alphabetic order, after typing 3 chars in the filed. Suggestions comes from CW DB limited to the selected country. Tooltip: “GYM VAT number” ; Placeholder: “VAT number”; Lable: “VAT” The field require the following controls: 1) SYNTAX CONTROLS – see component controls 2) UNIQUENESS CONTROL (in CW DB): a) if it doesn’t exist‐‐> ok proceed b) if it exist in CW DB, • It is already a GYM; SW open the already existing GYM Profile • It is not a GYM, this error message appear, in red, just below the field “It’s not possible to create a GYM with this VAT number. If it’s correct, click HERE to ask for Cowellness support ” where “HERE” is a clickable text label; if clicked it send a the following predefined message (that include a link to the Profile that need to be fixed) to Cowellness HQ. “The following existing Company Profile %Company.Name% can not becomes a GYM. Can you please fix this issue and reply. ” FISCAL CODE ID – FISCAL ID Component – link This field allow to enter the Fiscal ID, a company identifier that is available only in specific countries (i.e. in Italy); only in these countries has to be visible. It’s mandatory to add the Vat code ID or the fiscal code ID in countries where the Fiscal code ID exist. Fiscal country must be the same of the VAT Code ID component. It can only be selected a fiscal country where the Fiscal ID exist and where the CW / CH / CU is enabled to create a GYM. Tooltip, Placeholder and lable depends on the country name of the Fiscal ID The field require the following controls: 1) SYNTAX CONTROLS – see component controls 2) UNIQUENESS CONTROL (in CW DB): a) if it doesn’t exist‐‐> ok proceed b) if it exist in CW DB, • It is already a GYM; SW open the already existing GYM Profile • It is not a GYM, this error message should appear, in red, just below the field “It’s not possible to create a GYM with this FISCAL ID number. If it’s correct, click HERE to ask for Cowellness support ” where “HERE” is a clickable text label; if clicked it send the following predefined message (that include a link to the Profile that need to be fixed) to Cowellness HQ. “The following existing Company Profile %Company.Name%can not becomes a GYM. Can you please fix this issue and reply. ” The button “SAVE” becomes clickable only once the GYM name is filled. If clicked, the GYM Profile will be saved as DRAFT. Tooltip: “Save the GYM as DRAFT” The button “PUBLISH” becomes clickable only when all mandatory fields have been added (GYM name, legal address, VAT number and/or Fiscal ID, legal email and at least a Director). If it’s clicked the “PUBLISH” button, the Profile remains “Temporary” until the GYM Director approve the CW contract. While a Profile is Temporary, it’s seen in the CARD in red color (company name in this case) in the Info Profile view and in the list of contacts (chat area); furthermore, the SW exposes a card “to be confirmed” in dashboard (see CW Business dashboard details). Legal Address – Address Component – link This field allow to enter the GYM legal address (type=legal). Mandatory field. Only the legal address can be selected as type. Only one address can be added Tooltip: “Enter the legal address of the GYM.” Placeholder: “%type% address?”; Lable: “ADDRESS” In case is typed / selected an address in a country where the Business profile is not allowed to create a GYM in, this error message should appear, in red, just below the field “It’s not possible to create a GYM in %Country%. and it’s not possible to save / publish until the error is fixed. PEC – EMAIL Component – link This field allow to enter a legal email address (called PEC). More than a legal email address can be added; Tooltip: “Enter the company legal email address” ; Placeholder: “Legal email?”; Lable: “LEGAL EMAIL” The field require ONLY SYNTAX controls, as described below: 1) SYNTAX CONTROLS – see EMAIL component controls ADD DIRECTOR – ADD ROLE – link This subflow allow to add one ore more Gym Directors. The subflow require the fields defined/described in the “ADD ROLE FLOW”. This subflow is mandatory (need to be added at least one Director) to proceed. In case of GYM branch or GYM Unit, the Directors of the father GYM are automatically added / invited as Director of the son GYM. One or more Director can be added. When the subflow ends and we go back to the main flow, it’s added a CARD, that has the following elements: • Profile name & surname + role name (between brackets) • If the role HAS NOT been accepted: • Date and time the role request has been notified to the profile • Status of the role request: “To be confirmed” • send button: it’s not clickable for 24h from last sent command (if clicked, it allow to send again the notification (in chat) of the role attribution); Once the card is created the button is not clickable because the invite has already been sent. • If the role HAS been accepted: • Status of the role request + date&time the role has been accepted: “Accepted: date&time of acceptance” • SWIPE actions: • Edit open in edit mode the Profile added as director (in a subflow) • Delete Available only if more than one director is present (because a GYM can’t remain without at least one Director). If available, in case it’s selected, a confirmation pop‐up should appear: “Are you sure you want to remove %Name% %Surname% as %Role%?” | Buttons “YES” | “CANCEL” (cancel the delete command) Tooltip: “Enter the GYM Director details, mandatory” Brand – TEXT component – link Limited to 50 characters (any keyboard chars), optional Tooltip: “GYM Brand, optional” ; Placeholder: “Brand”; Lable: “BRAND” Short description – TEXT component – link Limited to 300 characters (any keyboard chars), optional Tooltip: “GYM short description, optional” ; Placeholder: “Short description”; Lable: “SHORT DESCRIPTION” PRIORITY AREA MANDATORY FIELDS LIST OF FIELDS AREA Once a field is correctly filled (without errors) in the Priority area, it moves down to the LIST OF FIELD AREA with a movement “top down” that help the user to understand where the field is going to be placed Optional fields arrive in the priority area (one by one from the top) ONLY after all mandatory fields have been correctly filled (without errors). This area has dynamic height in order to hold together all the mandatory fields As soon as, in the priority area, the cursor enter in an optional field or the field is skipped, the next optional field to be filled appear (in this case the short description field). Until the last mandatory filed (in the priority area), has not been filled, no other field is shown in the priority area. When the last mandatory field has been filled, in the priority area appear the first optional field that need to be filled (and the PUBLISH button becomes active, while the SAVE button becomes inactive) M1 – PROFILE CU (GYM) – BUSINESS LADSCAPE (SEE OVERLAY RULES) EMAIL – EMAIL Component – link GYM email address. Optional field. Multiple value can be added 2) UNIQUENESS (in CW DB, done after syntax control): The SW should verify if it’s already presents in CW. • if it doesn’t exist in CW DB ‐‐> ok proceed • If it exist in CW DB ‐> we ask to change it to proceed ‐> pop‐up message is “’The email address %email% is associated to an other Profile and can not be used” + 1 button: “OK” to delete the field value MOBILE – PHONE Component – link Default country code = country of the GYM. Optional field. Multiple value can be added 2) UNIQUENESS (in CW DB, done after syntax control): The SW should verify if it’s already presents in CW. • if it doesn’t exist in CW DB ‐‐> ok proceed • If it exist in CW DB ‐> we ask to change it to proceed ‐> pop‐up message is ’The mobile phone %mobile% is associated to an other Profile and can not be used” + 1 button: “OK” to delete the field value Operative Address – Address Component – link This field allow to enter the GYM operative address (type=operative). Optional field. Only the operative address can be selected as type. Multiple address can be added. Tooltip: “Enter the legal address of the GYM, optional.” Placeholder: “Address?”; Lable: “ADDRESS” In case is selected an address in a country where the Business profile is not allowed to create a GYM in, this error message should appear, in red, just below the field “It’s not possible to add an address in %Country%. and it’s not possible to save / publish until the error is fixed. UNIQUE BILLING CODE – UNIQUE BILLILNG CODE Component – link This field allow to enter a code used in Italy for electronic invoicing, so it should be showed only in case country=italy. It’s an optional field; Tooltip: “Enter the unique billing code used for electronic invoicing, optional”; Placeholder: “Unique billing code?”; Lable: “UNIQUE CODE” The field require the following controls: 1) SYNTAX CONTROLS – see component controls LANDLINE – PHONE Component – link This field allow to enter the landline phone number (type=company landline) ; Optional field. More than one mobile phone number can be added Tooltip: “Landline phone number, optional” ; Placeholder: “Landline”; Lable: “LANDLINE” The field require the following controls: 1) SYNTAX CONTROLS – see component controls M1 – PROFILE CU (GYM) – BUSINESS LADSCAPE (SEE OVERLAY RULES) VAT RATE – Dropdown Component with suggestion – link This field allow to select the VAT rate that CW should use, by default , when invoicing the GYM; it’s selected via a dropdown, that display the vat rate + short description (if any) defined in the CW DB for the country of the CW Business; Default value = higher VAT value in the country; Tooltip: “Select the default VAT rate to apply when invoicing this client, mandatory”; Placeholder: “VAT rate”; Lable: “VAT RATE” In the dropdown list, VAT rates should be ordered from the bigger to the lower value, alphabetically ordered. It should be possible to select a value / filter values also by typing chars (chars should be searched in the vat rate, short and long description). This field is not visible to the profile itself but only to the Profile that has entered the value (like for the notres) this vale has to be stored in the relationship. EMAIL IN CHAT The Card of the EMAIL IN CHAT contains the following data: • the email (alias) assigned to the GYM; default alias = %gym.name%@cwemail.net. Only Cowellness, via the edit swipe command, can modify it (please note that the old alias is not deleted, but just not anymore visible. In case it’s typed an already existing alias this error message should appear, in red, just below the field “Email address not allowed, already in use. ” and it’s not possible to save / continue until it’s fixed the issue. • the list of gym email addressed (one per line) that have already forwarded at least an email to the GYM email in chat alias, with data of the last received message. Text color is green if the data of the last message is recent (less than 3 days old), otherwise is red. Swipe actions (only visible to Cowellness): • Edit (only CW can edit / change default alias) it allow to change the alias (save button is visible). • View (also for the GYM) alias in not editable (save button is NOT visible). Tooltip: “To allow emails to be received in your CoWellness chat, it’s required to configure automatic email forward toward to %getfit@cwemail.net% . To configure email forward proceed as follow: Gmail Yahoo Hotmail Outlook EXAMPLE OF OTHER FIELDS – LOOK ONLY AT THE FIELD DESCRIPRION, NOT TO OTHER ELEMENTS (since these images contains errors) Online link – ONLINE LINK Component – link This field allow to enter a GYM online link: website, facebook, Instagram, linkedin or twitter (type=company). Optional field. More than one link can be added. Tooltip: “Enter GYM web links: website, facebook, linkedin, Instagram or twitter. Optional” ; Placeholder: “online link”; Lable: it’s automatically selected by the system according to the kind of link typed: “FACEBOOK”, INSTAGRAM, “LINKEDIN”,“TWITTER” or generically “WEB” The field require the following controls: 1) SYNTAX CONTROLS – see component controls Balance sheet start date – Date Component (only day and month) – link This component allow to select the start date (only day and month) of the balance sheet. Optional field. Tooltip: “Select the day and month of the start of the balance sheet. Optional” ; Placeholder: “Start day balance sheet”; Lable “START DATE BALANCE SHEET” IBAN – BANK IBAN Component – link This field allow to enter the company IBAN number ; Mandatory field. Tooltip: “Bank IBAN number” ; Placeholder: “IBAN”; Lable: “IBAN” The field require the following controls: 1) SYNTAX CONTROLS – see component controls SWIFT – BANK SWIFT Component – link This field allow to enter the company SWIFT number ; Optional field. Tooltip: “Bank SWIFT number, optional” ; Placeholder: “SWIFT”; Label: “SWIFT” The field require the following controls: 1) SYNTAX CONTROLS – see component controls BANK ACCOUNT COUNTRY ‐ String Suggestion Component ‐ link I t allows to select the country of the Bank account; Suggestions comes from CW DB of countries. Mandatory field Country is auto selected with the country of the Company / GYM. According to the country, it may change the next asked bank field: IF Europe IBAN & SWIFT IF America Account number & ABA IF ... Tooltip mouseover: “Country of the Bank”; Placeholder: “Bank account country”; Label: “BANK COUNTRY” Account name – TEXT component – link Limited to 50 characters (any keyboard chars), mandatory Tooltip: “Bank account name” ; Placeholder: “Account name”; Lable: “ACCOUNT NAME” ADD BANK Account ‐ SUBFLOW It allow to add a bank account. Optional subflow. In the sub flow the fields requested may change according to the country of the BANK: for example, in Europe, is requested IBAN & SWIFT When this flow is finished and we go back to the main flow, and it’s added a CARD with 3 rows: • %Account Name% + %Country% (between brackets i.e. “Barclays Bank (Italy)”) • %IBAN Label% + %Account number% (i.e. “IBAN: IT 88 A 01234 56789 012345678901”) • %SWIFT Label% + %Routing Number% (i.e. “SWIFT: DABAIE2D”) In the card the swipe command allow the following actions: edit, delete (delete always require a confirmation pop up). ADD GROUP This optional subflow allows to manage the connection of the GYM with: • a father GYM “Headquarter” • a son GYM “Branch” or “GYM Unit”. Tooltip: “If the GYM belongs to a corporate group, it allow to enter a subsidiary or parent company. Optional” ; The sub‐flow is similar to the GYM main flow but with few differences, as described below. It start asking if the connected Profile is a “GYM or Unit” – where a “GYM” is an independent Profile, HAVING its own GYM Name, VAT Number/ Fiscal ID, while a “Unit” is a dependent Profile, NOT HAVING its own GYM Name / VAT Number / Fiscal ID (these data is the same of the father Profile). Then the flow continue as follow: • If Unit the flow is like to the GYM flow BUT starts skipping the mandatory fields, since are the same of the father GYM; furthermore there are differences in the following fields / elements: VAT RATE, GYM Unique Billing code are not present (are the same of the father GYM); ADD DIRECTOR is prefilled with the Directors of the father GYM, since they gets automatically the Director role also of the UNIT (of course the director role than need to be accepted to become active); ADD GROUP and ADD MODULE are not present (the CW contract & CW services are the same of the father GYM; services are all paid by the father GYM); CW salesman is not available (will be equal to the one of the father GYM); • If GYM the flow is like to the GYM flow it starts with the same mandatory fields; there are differences in the following fields / elements: GYM name has a selector that allow to choose between “Headquarter” – father GYM ‐ (by default) or “Branch” – son GYM –; In case of GYM branch (son) or GYM Unit the Directors of the father GYM are invited automatically as Director also of the son GYMs; ADD GROUP is visible but allow only to create UNITs, CW salesman is not asked / visible (if not present, is the same as in the main flow); • IF COWELLNESS if it’s created a CW Branch or CW Unit, the flow is the same of the GYM but have differences in the following fields / elements: ADD MODULE (CW contract) is not available (not needed); “Enabled countries” instead of “CW referent Salesman”, to configure the countries where the Branch or Unit is allowed to create GYMs. When this flow is finished and we go back to the main flow, and it’s added a CARD ‐ see CARD M1 Component link – with “%Company.brand% (Headquarter)” or “%Company.brand% (Branch)” or “%Company.brand% (Unit)” (i.e. “GetFit (Headquarter)”), according to the type of relationship (if %Company.brand% is not available it’s used the %company name%). In the card the swipe command allow the following actions: edit, delete (delete always require a confirmation pop up; can be requested either from the son or the father GYM). When connecting to an independent GYM (HEADQUARTER or BRNACH), the request needs to follow an authorization process that is manual if the connected GYM profile is existing and active, otherwise it’s automatic (do not require action). Automatic message sent from Profile 1 (who make the request) to Profile 2 (who receive the request): • Case A (GYM Profile 2 is not “active” ). “Since we belong to the same corporate group, we’re now connected as %connection.type%” • Case B (GYM Profile 2 is existing and active) “Since we belong to the same corporate group, I have requested to connect as %connection.type%. I hope you can accept it”. 2 Buttons: ACCEPT – DECLINE where %connection.type% is: if Profile 2 is HEADQUARTRER “subsidiary company (branch)”, otherwise “parent company (headquarter)” This request expires after 30 days : after the expiration date the request is considered denied; only a Directors can click / press the buttons Profile 2 ACCEPTS (only a Directors can click / press the buttons) Automatic message from Profile 2 to Profile 1 ‐ ‐ Reply to the original message with the following text: “Thanks, I have confirmed your request to connect as %connection.type%” (i.e. “Thanks, I have confirmed your request to connect as subsidiary company”) Relationship is accepted, message Buttons can’t be clicked anymore, and Directors of the father GYM are invited as director also of the son GYM Profile 2 DECLINE or the REQUEST EXPIRES after 30 days (only a Directors can click / press the buttons) Automatic message from Profile 2 to Profile 1 ‐ Reply to the original message with the following text: Thanks, but I cannot accept your request to connect as %connection.type%” (i.e. “Thanks, but I cannot accept your request to connect as subsidiary company”) The action cycle is closed and the message Button is not clickable anymore. The relationship is not established. M1 – PROFILE CU (GYM) – BUSINESS LADSCAPE (SEE OVERLAY RULES) Module description: as defined in the CW Default area. It can’t be edited Module pricelist: as defined in the CW Default area. It can’t be added a custom discount CW Terms & Conditions: here is reported the CW Terms & Conditions document EXAMPLE OF OTHER FIELDS – LOOK ONLY AT THE FIELD DESCRIPRION, NOT TO OTHER ELEMENTS (since these images contains errors) Switcher HEADQUARTER/BRANCH ‐ SWITCHER Component – link . It allow to choose if HEADQUARTER (father) or BRANCH (son) CW MODULES – visible only in case of GYM / GYM Unit This section list all the CW module and allow to select the ones to be activated; The Start module is the minimum CW service required to use / access the service so it’s always pre‐flegged and is not un‐ flaggable (can’t be deactivated). All the other modules need to be flagged to be activated. In each Module card, there is: • Module name • Switcher PAID BY GYM / PAID BY GROUP ‐ SWITCHER Component – link Visible only for GYM with a father GYM (headquarter); default value is PAID BY GYM. It allow to select who is paying (GYM or GROUP). If the selection of Group pay (i.e. PAID BY GROUP ) has not been done by a Director of the GYM that should pay (headquarter), it always have to be authorized, according to the below process (Please note that until it’s not authorized, the GYM pay the service). • Set up price with displayed the standard setup price defined in the CW settings area, for that country (if any) • Price with displayed the standard recurrent price (if any, with its unit of measure) defined in the CW settings area, for that country • Active from it show the day from which the price is active or the period the price it has been active. It can be: • “Active from: 01.02.2020 – 31.12.2020” in case the price has been active in the past • “Active from: 10.02.2020” in case the price is currently active, from the quoted date • “Active from: signature date” in case the price need to be accepted. The price becomes active at the signature. In case a price is not accepted within 30 days, the Gym automatically becomes suspended and a message is sent to Cw. Clicking on the Module Card, the Card opens ed it’s possible to see the card of the historical prices list (via the swipe command is than possible only to view the price list details). The swipe command allow to: • edit only to Cw it display, in a subflow, details on that module in terms of: module description (normal text field), price and commercial conditions (the commercial conditions document contains dinamic fields correctly valorized (like GYM Name, Company ID, Company Fiscal code ID, Legal address, Email, mobile phone Legal email, GYM Director Name, Surename, user_id, email); The offer can be changed by Cw: if it’s changed, a pop‐up should request to confirm the changes, and a message should be sent to the GYM to communicate the change The modules that can be activated are: • Start paid on active contact, where active means all the related profiles with at least one active role net of those manually defined negligible role. THIS MODULE IS ALWAYS ACTIVE, being the minimum a GYM can have • Ready To Use just with a setup fee • Enti Promozione Sportiva (Italy only) paid per shared client, where client is a role with an active subscription • Training Plans paid per client • CRM | MGM Promo paid per new client, where new client are the new roles relation coming from MGM that activate a subscription within 12 months • CRM | CLIENT LIFE CYCLE paid per active client • Accounting paid per client • Budgeting tbd • HR tbd • Phone Help desk paid per active contact • Notifications paid per notification SMS and Whatsapp sent • Payment this is a service invoiced by a third parties where Cw help only to track the transaction and the cost of service (different % per type of credit card and virtual or POS payment) When this flow is finished and we go back to the main flow, and it’s added a CARD ‐ see CARD M1 Component link – with “%Company.brand% (Headquarter)” or “%Company.brand% (Branch)” or “%Company.brand% (Unit)” (i.e. “GetFit (Headquarter)”), according to the type of relationship (if %Company.brand% is not available it’s used the %company name%). When connecting to an independent GYM (HEADQUARTER or BRNACH), the request needs to follow an authorization process that is automatic if the connected profile is new or manual if the connected profile is existing and active. Automatic message sent from Profile 1 (son) to Profile 2 (who pay = group): “We have requested to charge, the following Cowellness services %list.of.CW.modules.names%, to the Group (headquarter). I hope you can accept it”. 2 Buttons: ACCEPT ‐ DECLINE Profile 2 ACCEPTS (only a Directors can click / press the buttons) it’s opened a modale where is possible to see the Cw module prices of the son GYM and accept. Automatic message from Profile 2 to Profile 1 ‐ Reply to the original message with the following text: “Thanks, I have accepted your request to charge the payment of Cw modules to the parent company (headquarter)” Payment from the Group Profile is accepted, message Buttons can’t be clicked anymore. Profile 2 DECLINE (only a Directors can click / press the buttons) Automatic message from Profile 2 to Profile 1 ‐ Reply to the original message with the following text: “Thanks, but I cannot accept your request to charge the payment of Cw modules to the parent company (headquarter)” The request is refused, so the PAYMENT switch back to “PAID BY GYM”, and the message Button is not clickable anymore. READY TO USE – Change how the billing works Billing per contact A pop‐up should ask for how many profile to uploa; the number is than editable, in the detailed page OLD DESIGN – SEE PAGEs 7 – 9 for the new design M1 – PROFILE CU (GYM) – BUSINESS LADSCAPE (SEE OVERLAY RULES) CW SALESMAN (IF GYM) OR MANAGED COUNTRIES (IF CW) ‐ String Suggestion Component – link • In case of GYM, the CW Salesman field allows to: select the CW SALESMAN associated to the GYM, via suggestions (Name + Surname); Suggestions comes from CW salesman available related with the CW profile that is creating the Gym. In case the seller is not present in the list is possible to create a new CW seller (New contact), using the ADD ROLE FLOW, with Salesman as predefined role; this option is available only for the Director, via a sub‐flow. This is important in order to know who sold to the GYM and, in the future, having contracts, statistic/ranking and report in order to evaluate the salesmen and to pay them, also to keep CW contracts in digital format. Tooltip: “Enter the CW referent Salesman, optional” ; Placeholder: “CW Reference Salesman”; Lable: “CW SALESMAN” ‐ This field is not visible to the profile itself but only to the Profile that has entered the value (like for the notres) this vale has to be stored in the relationship. • In case of CW, the Enabled countries field allow to: select the countries where the new CW entity can operate (and create GYM). Only a subset of the countries managed by the father CW profile can be selected. It’s a mandatory field and at least a country must be selected. Tooltip: “Select the countries where the CW entity can operate” ; Placeholder: “Managed countries”; Lable: : “MANAGED COUNTRIES”. This field is visible to the profile itself, but it’s not editable by the profile but only by a father Profile. EXAMPLE OF OTHER FIELDS – LOOK ONLY AT THE FIELD DESCRIPRION, NOT TO OTHER ELEMENTS (since these images contains errors) Company Notes – TEXT component – link – This field allow to enter “personal notes” (so it’s not visible to the profile itself, but only to CW) ; the typed text has to be stored in the role, since each GYM/CW can add/have his own notes with the profile. In case the typed text is longer than a line the text should be displayed over one line Tooltip: “Enter your notes, optional"; Placeholder: “Notes”; Lable: “NOTES” Company Notes – TEXT component – link – This field allow to enter “personal notes” (so it’s not visible to the profile itself, but only to CW) ; the typed text has to be stored in the role, since each GYM/CW can add/have his own notes with the profile. In case the typed text is longer than a line the text should be displayed over one line Tooltip: “Enter your notes, optional"; Placeholder: “Notes”; Lable: “NOTES” GYM CREATION FLOW – Rework module cards Udated card layout (see next page) Udated sub‐flow to edit module: Switcher ACTIVE (default value) + DATE (if available) | NOT ACTIVE It allows to select the module as ACTIVE or as NOT ACTIVE. If the switcher is active and the module is already in use by the GYM, there is also reported the date since when the module is in use by the GYM.been Module description Discount % + period (START (date) – END (date) More than a discount can be added Link to Active Cowellness Terms and Conditions of the CW Business Profile that is creating the GYM > Here, in the text, is quoted the Nominal price and the discounts; • Active and future active discount (gray text color): Visible also sub line/s with the price discounted one per line, color white • Expired discount (gray text color): visible only the main line and not the pirces Switcher PAID BY GYM ( default value) + PAID BY GROUP , visible only if the GYM has a father Credit value + date (start – end). It allows to define one or more credits; credits allocated will have a validity period (form – to) than if not used will expire; optional flled In this field , is possible to enter the number of contacts that will be charged in the ready to use Placeholder: “Contacts to upload”; Lable: “CONTACTS” READY TO USE OTHER MODULES CORE MODULE DISABLED 12.12.19 Setup price 50,00€ one shot accounted in advance Variable price 0,20€ per active profile per year accounted daily Billable at %Gym name% Discount 01.01.21–30.06.21 : 50,00% • Setup price discounted: 25,00€ • Variable price discounted: 0,10€ ... ACTIVE | ACTIVE + DATE| DISABLED | DISABLED + DATE (font dimension smaller compared to module’s name and in green/grey color) 1) ACTIVE is when the Gym receive the first time the offer and has not accepted yet (green clor) 2) ACTIVE + date is when the Gym accepted the contract and the module is still active; the date refer to the acceptance moment (green color) 3) DISABLED is when the Gym has never activated it 4) DISABLED + date is when the module has been disabled and date refers to the moment of disabled (single module or contract cancellation); (grey color) Module name CORE MODULE ACTIVE 12.12.19 Setup price 50,00€ one shot accounted in advance Variable price 0,20€ per active profile per year accounted daily Billable at %Gym name% Discount 01.01.21–30.06.21 : 50,00% • Setup price discounted: 25,00€ • Variable price discounted: 0,10€ Discount 01.07.20–30.09.20 : 25,00% Discount 01.01.20–30.06.20 : 15,00% ACTIVATED 01.01.17 EXPIRED 30.06.19 Setup price 100,00€ one shot accounted in advance Variable price 0,25€ per active profile per year accounted daily Billable at %Gym name% Discount 01.01.19–30.06.19: 30,00% ... EXPIRED 30.06.18 Setup price 300,00€ one shot accounted in advance Variable price 0,19€ per active profile per year accounted daily Billable at %Gym GROUP name% Discount 01.01.17–30.06.17 : 20,00% Discount 01.01.18-30.06.18 : 15% ... Discount + date (start – end) + discount % Active and future active (white text color) : Visible also sub line/s with the price discounted one per line, color white These are the only discount visible in closed card Expired module is created when: 1) Is changed the module country price 2) Is changed who pays the module (GYM / GROUP) The creation of the card (changed) is always at the end (24h) of the day of change. If multiple changes happens in the same day, will all be applied when the expired card will be created Is the sign‐up date and click on the text ope in overlay the contract signed including the time stamp, the IP and the name of the profile who signed. The main Eye, preview, see, seen, view icon ‐ Free download (iconfinder.com) Discount + date (Start – end) + discount % Expired (gray text color): visible only the main line and not the pirces and the color become grey and only when the card is open Ios, iphone, play, replay, ui icon ‐ Download on Iconfinder GYM CREATION FLOW – Rework module cards GYM CREATION FLOW – CW Contract to accept to activate the GYM The CW contract document that need to be accepted is composed of the following pieces: 1) Active Cowellness Terms and Conditions (of the CW Business Profile that is creating the GYM) + PRICELIST (label) + 2) LIST OF ALL MODULES PRICELIST Active Cowellness Terms and Conditions (of the CW Business Profile that is creating the PRICELIST (label), to divide the area of the T&C from the one with the list od Modules price LIST OF ALL MODULES PRICELIST with: ‐ « DESCRIPTION %MODULE.NAME%» label plus, below, the description ‐ «%MODULE.NAME% PRICE OFFER» labe