Sales
To add a new client membership
- Select “Memberships” from the navigation menu.
- Select “Manage Memberships“.
- Click the button “New Membership“.
- Input the Membership Information
- Client: Select the client you wish to assign the membership to, using the drop-down menu.
- Click the button “New Client” if the client wasn’t pre-added to your client list.
- For more information on adding clients, please check the tutorial “Adding a Client“.
- Click the button “New Client” if the client wasn’t pre-added to your client list.
- Package: Select the membership package that the client will be on from the pre-added packages using the drop-down menu.
- Click “Add Package” in the drop-down menu in case you wish to add a new package using the widget.
- For more information on adding packages, please check the tutorial “Adding a Package“.
- Click “Add Package” in the drop-down menu in case you wish to add a new package using the widget.
- Join Date: Select the client’s membership join date using the calendar icon.
- Expiry Date: Select the client’s membership expiry date using the calendar icon.
- Description: [Optional] Add a membership related description.
- Client: Select the client you wish to assign the membership to, using the drop-down menu.
- Click “Save” once done.
- Note that once you click “Save”, you will be redirected to the invoice payment where you can input the membership payment details.
- For more information, please check the tutorial “Adding Membership Payment“.
- Note that once you click “Save”, you will be redirected to the invoice payment where you can input the membership payment details.