How to Sell a Membership in the Client Profile

This article will demonstrate how to sell a membership contract to a new or existing client.

Select Clients, then select Add Client.

Add client Profile Information.

***Trainer Tip - Required fields can be set in Contact Preferences.

Add the client profile by selecting Add

In the new client profile, select Sell Membership

Select the membership plan you would like to sell the client.

Confirm that the membership plan details are to your liking and then select "Next".

Select your Membership Agreement preference

Lastly, view the payment details for the contract. You can decide to pay the contract now or decide to "Pay Later" which will leave the client with an open invoice on their profile.

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