How to Waive Fees When a Customer Purchases a Membership at Front of House

Summary

Although the FLOW system does not include a specific "waive fees" functionality, you can use credits as a workaround to absorb membership costs such as pro-rata fees, joining fees, or Month-in-Hand fees.

This guide will walk you through the process of using credits to cover these fees.


Video Walkthrough


Step-by-Step Guide

  1. Search for the Customer

  2. Add the Membership

    • Add the desired membership to the customer’s account.
    • Before completing the payment, Note the Fee amount(s) you wish to waive displayed on the screen.

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  3. Clear the Basket and Add Credit (should be 'General Credit' not 'Memberships Credit')

    • Clear the current basket to reset the transaction.
    • Add credit to the customer’s account for the same amount as the fee(s) you wish to absorb.
  4. Re-add the Membership and Complete the Payment

    • Add the membership to the customer’s account again.
    • At the payment stage, you will have the option to use the added credit to pay for the fee(s) (For example, you wish to absorb the joining fee of £25 in the example above.

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    • Click on Credit and enter the credit amount you wish to use and lick on 'continue'.

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    • The remaining balance (if any) can be paid using the customer’s preferred payment method.

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Outcome

By following this process, the fees will be effectively "waived" using credits, ensuring the customer does not pay the designated amount directly.

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