How to Sell a Membership from the Client Profile

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

*Screens and layouts may vary depending on the user settings and device compatibility.

To Add a New Client - Select Clients.

Then select Add Client. 

Add client Profile Information.

*** Required fields can be set in Contact Preferences. Areas that are set as required will be in bold Text.

Add the client profile by selecting Add Client

In the clients profile, select Sell Membership

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

Confirm that the membership plan details are to your liking (these areas can be edited by first clicking on Edit text in Green Next to Plan Details & Billing) 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.