Navigating The Member Portal
- Brian Houy
- Cathy Beckstead
Home
The Home tab shows your open invoices, activities, remaining sessions. Click Pay to pay on any invoices. Click the arrows forward or backward next to This Week to change your activity view.
Book Classes
The schedules tab allows members to book classes (if that option is setup by the business). Select which available classes you would like to book to hold your spot, then click Book. If you have pre-paid for classes or have a monthly membership, classes will be deducted from your Remaining classes when you check-in.
Profile
Profile – The member profile tab, allows you to view/edit your details such as address, phone, email. You can also change your password from this tab.
Interests - This will show any interests that you have selected.
Activities – This tab will show all activities within the date search parameters.
Account – This tab will show details on invoices, contracts, and sessions.
On Account – This will show any completed sessions/appointments that have not yet been invoiced.
Remaining – This will show all pre-purchases sessions/appointments.
Auto Renewals – This will show any items that are set to invoice automatically.
Contracts – This will show all contract purchases with status, next payment date, start/end dates and next payment amount.
Open Invoice – This will list any unpaid invoices with an option to pay directly from this screen.
Invoice History – This will list all invoices with status. Click on Invoice Number to view/print.
Questionnaires - This will show any Questionnaires/Waivers that have been completed or any that have been assigned and need to be completed.
Programs - If your business tracks Programs and Levels this will show your assigned program and current level progress.
Admin - This tab will allow you to add/update your payment profile information.
Marketplace: The Marketplace allows you to purchase products, services, or packages.
Click Store>Marketplace and choose your item.
Click Add to Cart.
You can view the number of items in your card in the upper right. Click View Cart for details or to enter any promocode and Checkout when ready.
Payment Information – if you have card information saved, you can choose a saved card, or choose One-Time Credit Card and add your payment information. If you are purchasing a recurring package/membership or wish to save your card for future purchases, click “Save Card to File”.
Click Complete Sale.
Memberships – Memberships allows you to purchase and sign contracts online.
Go to Store>Memberships to purchase a contract.
Select your contract and click Join Now.
If the Membership is for yourself, your name will be listed in the drop down. Click a different member or Add New Member to purchase contract for another person.
Optional – Add Additional Members. You can add multiple members to the contract – “Click to Add and Additional Member to the Membership”. The pricing setup is per Member, so adding additional members will add the contract amount for each member.
Add your Payment Information and click Review and Sign.
Once you have signed the contract, click Check Out.
Next click Complete Sale to create and pay the invoice for your initial payment.
Click Here for Additional Information on Setting Up the Member Portal.