Summary
This guide will show you how to purchase a recurring membership for a customer account at the Front of House (FOH).
Step-by-Step Guide
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Open the Memberships Tab
- Once the customer’s account is open, go to the Memberships tab.
- Once the customer’s account is open, go to the Memberships tab.
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Add a New Membership
- Click on Add New Membership.
- Click on Add New Membership.
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Select the Home Centre
- Choose the customer's primary or home facility.
- Choose the customer's primary or home facility.
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Select the Payment Type
- Select 'Recurring'.
- Select 'Recurring'.
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Filter by Membership Categories (Optional)
- Use this filter to narrow down the available membership types if needed.
- Use this filter to narrow down the available membership types if needed.
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Select the Membership Type
- Choose the membership type that best suits the customer.
- Choose the membership type that best suits the customer.
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Set the Start Date
- The start date will default to today’s date, but you can change it if necessary.
- The start date will default to today’s date, but you can change it if necessary.
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Select the Billing Date
- Specify the date when recurring billing will start. The billing dates available will depend on your Available Billing Days setting under your Payment Settings.
- Specify the date when recurring billing will start. The billing dates available will depend on your Available Billing Days setting under your Payment Settings.
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Choose the Membership
- Click Choose this Membership to proceed.
- Click Choose this Membership to proceed.
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Enter Additional Details (if applicable)
- If additional information is required, complete the fields configured in the Data Collection Module. Then click Save and Continue.
- If additional information is required, complete the fields configured in the Data Collection Module. Then click Save and Continue.
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Review Payment Details
- You’ll now see a breakdown of the payment, including the pro-rata amount, "Month in Hand" (if applicable), and any joining/setup fees. Add a promo code if applicable. Click on Continue.
- Tick the box to agree to the Terms & Conditions and click Continue.
- You’ll now see a breakdown of the payment, including the pro-rata amount, "Month in Hand" (if applicable), and any joining/setup fees. Add a promo code if applicable. Click on Continue.
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Set Up the New Payment Mandate
- Enter the customer’s billing details, confirm their bank information with them, and click Save And Go To Payment.
- Enter the customer’s billing details, confirm their bank information with them, and click Save And Go To Payment.
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Select the Payment Method
- Choose the appropriate payment tender (e.g., bank card, cash, credit, offline voucher, cheque).
- Choose the appropriate payment tender (e.g., bank card, cash, credit, offline voucher, cheque).
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Complete the Payment
- Click Continue to process the payment.
- Click Continue to process the payment.
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Receipt Options
- Select how the customer would like to receive the receipt (e.g., email, print), or click No Receipt if they don’t need one.
- Select how the customer would like to receive the receipt (e.g., email, print), or click No Receipt if they don’t need one.
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Membership Status
- The membership will remain in Pending status until the AUDDIS files (Automated Direct Debit Instruction Service) have been processed. Once complete, the status will update to Active.
- The membership will remain in Pending status until the AUDDIS files (Automated Direct Debit Instruction Service) have been processed. Once complete, the status will update to Active.