How to purchased a Fixed Membership at the Front of House (FOH)

Summary

This guide explains how to purchase a fixed membership on behalf of a customer at the front of house (FOH).

Step-by-Step Guide

1. Start a Facility Machine

2. Search for the Customer

3. Access the Memberships Tab

• Click on the Memberships tab in the customer’s profile.
  
  

4. Add a New Membership

• Click Add New Membership.
  
  

5. Select the Home Centre

• Choose the customer’s Home Centre from the dropdown.
  
  
  
  

6. Choose the Fixed Payment Type

• Select Fixed Payment as the payment type for the membership.
  
  
  
  

7. Filter by Membership Categories (Optional)

• If necessary, filter the memberships by category to narrow down the options and select the preferred membership for the customer.
  
  
  
  

8. Select the Payment Type

• Select 'Fixed' as the Payment Type.
  
  
  

9. Confirm Membership Selection

• Click Choose this Membership to proceed.
  
  
  
  
  

10. Enter Additional Details (if applicable)

• Complete any additional fields required by the Data Collection Module and click Save and Continue.
  
  
  
  

11. Review Payment Details

• The payment screen will display the total amount due, including any joining or setup fees (if applicable). Add a promo code if you have one.
  
  
  
  
• Tick the box to agree to the Terms & Conditions and click Save and Go to Payment.
  
  
  
  

12. Select Payment Method

• Choose the Payment Tender (e.g., card, cash).
  
  
  
  

13. Complete Payment

• Click Continue to process the payment.
  
  
  
  

14. Receipt Option

• Choose how the customer wishes to receive the receipt:
  • Email
  • Print
  • No Receipt (if applicable)
    
    
    

15. Membership Activation

• The membership will typically activate immediately unless documentation is required (e.g., for student memberships).
• If documents are needed, the customer can upload them via their online account, or you can do it for them at the Front of House.