How do I sell a membership?
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To sell a membership, follow the steps below:
- Click the Menu Icon (≡) and then click Member Check In
- Click + New Member
- Search and Select an existing Client or click + to Add a New Client
- Enter in the Client Information
- Enter, Scan, or Swipe a Member ID
- Select a Membership
- Select Payment Type
- Check the Box to Auto Bill
- Enter the Credit Card Information
- Update the First Payment amount if needed
- Select whether to bill Monthly, Quarterly or Yearly
- Click First Payment and Save
- Once the payment is received, a receipt will appear with options to Email Receipt or Print Receipt