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Selling a Membership to a Client

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To sell a membership to a client, you first need to create the membership. If you haven't already done that, click here to see how.

When you're ready to sell a membership to a client go to POS, click Add Client (bottom right), and on the right side panel search for the client and click their name in the Search Results.

Once the client has been added to POS, click Add Items (top right), click Membership, choose the specific membership from the menu on the right side panel, as well as the operator who sold it, and click Save.

The membership will be added to the clients sale.

Click Receive Payment (bottom right), choose payment type (whatever they are using to pay for the joining fee or up front payment), and click Finish Sale.

The membership will be added to the client. Search for the client again, and this time go to the client's client card. Click the MEMBERSHIPS option down the bottom to see all active, expired memberships.

Now when the client Checks-In, it will check that they have a membership, and it will record that the Checked-In.

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

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