Selling a membership

To sell a membership, first search for the customer and membership package, then specify the membership package details and fees. Take payment for the membership to complete the transaction.

 

    1. Go to Front Desk > Sell Membership.

    2. On the Package Search page, enter criteria that you want to use to search for a membership package.

    3. Click Search.

    4. Click the Name of the membership package that you want to sell.

    5. On the Customer Search page, enter criteria that you want to use to search for a customer.

    6. Click Search.

    7. Click the Name of the customer that you want to sell the membership package to.

    8. On the Membership Information page, specify the dates and automatic renewal details for the membership package.

    9. Click Submit.

    10. On the Membership Assignment page (if applicable), select the customer that you want to associate with the membership package.

    11. Click Submit.

    12. On the Membership Fees page, specify the charges, notes, and/or custom question answers required for the membership package.

    13. Click Submit.

    14. If you have chosen to apply a payment plan to this membership, confirm payment plan details on the Payment Plan page.

    15. On the Pending Receipt page, click Pay.

    16. On the Receipt Payment page, select the customer who will pay for the membership package.

    17. Select a payment method in the Receipt Payment section.

    18. Click Pay & Finish.

    19. Either print the receipt or send it to the customer as an email.

Related topics

Renewing a membership

Transferring a membership

 

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