Purchase a Membership with a Scheduled Payment Option
Summary
This guide explains how to sell a membership using a Scheduled Payment option in the Front of House module.
Scheduled Payment memberships run for a fixed date range, making them ideal for:
- Academic terms
- Seasonal memberships
- Semester-based access
- Short-term programmes
Time required: 5 minutes
User role: Administrator with access to Front of House > Memberships > Create New Membership
Module: Front of House
Before You Start
Ensure the membership type has already been configured with a Scheduled Payment option.
For setup instructions, refer to the article on adding a scheduled payment option to a membership type.
Important: Scheduled Payment memberships behave differently from standard Fixed Payment memberships.
- A standard Fixed Payment membership lasts for a set duration from the purchase date (for example, 12 months from the day it is purchased).
- A Scheduled Payment membership runs within a predefined date range, regardless of when the customer purchases it.
Example
A summer membership runs from 1 June to 31 August.
Whether the customer purchases the membership on:
- 1 June, or
- 15 July
the following will still apply:
- The membership will expire on 31 August
- The customer will pay the full fixed fee
- No pro-rata pricing will be applied
Step-by-Step Guide
- From the home page, open the Front of House module.
- Go to Dashboard.
- Select the facility and start a machine.
- Search for the customer.
- Click View Profile.
- Open the Membership tab.
- Click Add New Membership.
- Select the Home Centre from the dropdown menu.
- Under Payment Option, select Fixed.
- (Optional) Select a Membership Category to narrow the search results.
Select the required membership.
The scheduled start and end dates for the membership will be displayed.
- Click Choose this Membership.
- Complete any additional details, if required, then click Save and Continue.
- If applicable, add a promo code and click on Apply.
If prompted, tick:
“As a member of staff, I have taken reasonable steps to ensure that the customer understands and agrees to the Terms and Conditions.”
Then click Continue.
If prompted again, tick:
“As a member of staff, I have taken reasonable steps to ensure that the customer understands and agrees to the Membership Terms and Conditions.”
Then click Go to Payment.
- Select the appropriate tender type to process the payment and click on Continue.
- Choose how you would like to issue the receipt:
- Print Receipt
- Email Receipt
- No Receipt
Membership Status
- If the membership start date is in the future, the membership status will display as Future.
- If the membership start date is today or in the past, the membership status will display as Active immediately after purchase.