In this article, we will guide you through the steps to add a membership to client profiles.
Staff members can choose to either process the payment immediately or add the membership to the client’s profile without completing the payment.
The option to prevent adding memberships to client profiles without taking payment is controlled by a hidden setting that can only be enabled by the MyTime team. To enable this setting, please contact our Support Team at support@mytime.com.
- A credit card must be on the client’s profile to purchase memberships unless the 'Require credit card on file to purchase membership' setting is disabled
- Once the 'Membership Purchased' transactional automated message template is activated, the client will receive a notification whenever a payment is processed for their membership
To add a membership for clients on their profile:
1. Go to the Clients tab
2. Filter by the desired location and labels
3. You can enter the name, phone number or email of the client in the 'Search Client' field
4. Select the client's name to open their profile
5. On the client's profile, navigate to the 'Membership' section
6. Select the 'Add Membership' hyperlink or the '+' icon
7. In the 'Add Membership' modal, select the location from the purchase location dropdown menu
8. Select the desired membership from the 'Membership' dropdown
9. If the membership is configured for individual family members, the 'Membership Owner' option will appear. From the dropdown menu, select the owner, who can be either the client or a family member
10. If you don't want to process payment for the membership, click the 'Save' button. Once saved, the membership will be added to the client's profile
11. To process payment for the membership, click the 'Take Payment' button
12. You will be directed to the POS > New Ticket screen, from the 'Sold By' dropdown menu, select the staff member who is selling the membership
13. Select the 'Take Payment' button located at the bottom of the page
14, From the 'Take Payment' screen, enter the payment method provided by the client
15. Select the 'Close Ticket' button located at the bottom of the page
Once the ticket is closed, a confirmation will display at the top of the screen
For more information, contact us at support@mytime.com
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