How to sell Multi-Memberships

Summary

FLOW allows the purchase of multiple Direct Debit (DD) memberships offline (online functionality coming soon) under a single billpayer. This enables one customer to purchase memberships for themselves and others in a single transaction, with all DD collections linked to a single DD mandate.

This feature must be enabled by your Client Success Manager. Please contact them if you would like to activate it.

Once enabled, staff access must be configured via the Customers Area in the Staff User Role settings.

Key Points to Note

• Offline Sales Only: Multi-customer memberships can currently only be sold via the Customers module. Online sales will be available soon.

• Flexible DD Management: You can freeze or cancel DD fees for individual memberships while keeping others active.

• Single Direct Debit (DD): The head payer (customer responsible for the DD mandate) will have a single DD transaction, regardless of the number of associated memberships. (Except for Fixed Memberships.)

Step-By-Step Guide

1. Locate the Head Payer’s Customer Account

• Navigate to the Memberships tab.
  
  
  
  

• Click on Add New Membership.
  
  

  

2. Select Membership Type

• Choose whether the membership is for the head payer or another customer.

• Click Continue.
  
  
  
  

• If purchasing for another customer, search for their name and click Select Customer.
  
  

3. Configure Membership Details

• Select the Home Centre.
  
  
  
  

• Choose the Payment Type (Fixed or Recurring).
  
  
  
  

• Search for the desired membership (use the Membership Category dropdown to filter options).
  
  
  
  

• Select the Membership.
  
  
  
  

• Enter the Start Date and Billing Date, then click Choose This Membership.
  
  
  
  

• Fill in any additional details and click Save and Continue.
  
  
  

4. Apply Discounts (if applicable)

• Add a Promo Code if available and click Continue.
  
  

5. Confirm Membership Terms

• Confirm that you, as a staff member, have taken reasonable steps to ensure the customer understands and agrees to the Membership Terms and Conditions.

• Click Continue.
  
  

6. Confirm Direct Debit Authorization

• Ensure the customer has confirmed they are the account holder and authorized to set up DD payments.

• Verify that, as a staff member, you have taken reasonable steps to ensure the customer understands and agrees to the Direct Debit Guarantee.
  
  

7. Finalize the Purchase

• To add more memberships, click Add Another Membership and repeat the process.

• Once all memberships are added, click Go to Payment.
  
  
  
  

• You will be redirected to the Front of House Dashboard to process the payment.
  
  
  
  

• Select the Tender Type and click Continue.
  
  
  
  

• A confirmation prompt will appear indicating the order has been successfully processed.
  
  

8. Post-Purchase Information

• For Recurring Memberships, the head payer will now cover the membership fees for their dependants each month.

• Any memberships purchased for others will be listed under their Memberships tab.