How to Sell a Membership

1. To sell a membership, add the customer’s information to the sale by selecting the “ADD CUSTOMER” button on the sale tab.
   
   
   
   
2. This brings you to the customer database. To add a customer to a sale, select the “ADD TO SALE” link on the left side of the desired customer.
   
   
   
   
3. You can now see that the customer is added to the sale. Now select the desired membership product to add to the sale. In this example we will select the “Annual (12 month)” membership.
   
   
   
   
4. This will bring you to the member information form. Fill out as needed.
   
   

NOTE: Some systems will be setup up with swipe card memberships. This would be the time to swipe the card and obtain the card number; this will be the “Membership ID”.

5. Once the membership information is added, the system will bring you back to the sale tab and display the sale and some brief membership information.
   
   
   
   
6. Select “PAY NOW” or “EXACT CHANGE”. At this point the rest of the process is identical to a simple sale.