Selling Memberships

1. Navigate to the Sales Tab on the left hand side of the screen.

   

2. Click + Membership.

   

   
   

3. After clicking add you will be shown the new membership sale screen where you can enter the details. Next either search of an existing client or add a new client to receive the membership.

   

   
   

4. Select the Membership Type from the drop down menu, and then enter the customers credit card information which will be charged in accordance with the settings of the membership selected.

   The start date is automatically set to today's date but can be changed to any future date of your liking.

   The credit card will be securely store by Stripe and automatically change renewals when required.

   
   

5. Once this information has been filled out make sure to click save at the bottom of the pop-up box.

   
   

6. Now that the client has a membership linked to there account, they will have the membership tab on their profile with the information about their membership.

   You can learn more about managing the membership here.