Go to Setup > Setup Packages & Memberships > Setup Memberships Click Add New Add Membership Details Name is the name of the membership Price is the amount to bill Billing Cycle is how often to auto-bill Service Package to auto credit every time the ...
To sell memberships online, simply follow these steps: Go to Setup Memberships Select the Membership to sell online Enable the "Available for Self Purchase" checkbox Select a Billing Cycle Input a Client Facing Name and/or a Description (optional) ...
Memberships offer automated monthly billing and verify a client’s good standing. Use Service Packages to auto credit services every time the membership bills. Set Up Membership Go to Setup > Setup Services > Setup Memberships Click Add New Set up ...
To update a credit card associated with a membership auto-billing, follow these simple steps: Go to Clients Search and select the client Click on the Accounts tab Scroll down to the Memberships table Click on the Update Token button Enter the ...
Location: Reports > Sales Reports The Memberships Report is located within the Sales Report group and displays a list of clients participating in membership programs designed by the business. The report Type selected determines whether report will ...