Sale For Existing Member
- Member Solutions
Sales > Existing Member
Use Existing Member Sale when selling an item, package or service to a specific member. Go to Sales>Existing Member Sale.
Choose User Type. You can search for Member, Trainer or All. User Trainer if you are creating a sale to a staff member - "purchased by" staff.
Search for the Member by Member ID, First Name and/or Last Name. Click Search, then double click on line for the member you need. Note: Clicking the Member Name will open the Member Profile in a separate window.
If your member is not found, a pop up will give you the option to add them. Click Here for for more details on adding a member during the sale.
Next choose a Product, Service, or Package to sell. You can add multiple items from any category. Click Add to Cart for each pick. Enter the name under Member Purchased For if there is a different Member. Member Manager will search for a current member record or give you an option to Add New Member if the record is not found. Note: If you are selling a contract you must sell that separately. Go to Sales>New Contract to enter a contract.
Click to remove an item.
Click to add Renewal settings for a Package.
Click Checkout to complete the sale.
Once the Invoice is created, choose the payment method and click Pay Now.