This article will show you how to sell a membership to a client.
The information in this article is relevant to businesses using PhorestPay.
First Steps!
Before selling a membership to a client, you must first set it up in your Phorest System. Click here for more information on creating a membership.
In this Article
Video Guide
Selling a Membership
To begin selling a membership, go to Purchase > Enter the client's details, then select a staff member to sell the membership.
Next, select Memberships > choose the membership > adjust the billing starting date if needed > Save.
Starting date is when the client is first billed for the recurring fee and can begin using Membership benefits. To change the billing day after purchase, go to Manager > Memberships > Client Memberships, then select a membership > Next Billing Date.
Membership Terms & Conditions
If the Membership includes Terms & Conditions, a QR code will appear on the screen that can be scanned to read and sign the T&Cs.
🔐 For security reasons, it is very important that you scan this on your own device and not the clients'.
Once you complete the Membership sale, a copy of the signed T&Cs will be automatically sent to the client via email.
If your device camera won't scan the QR code, click View larger to scan a larger version.
If you accidentally click OK and dismiss the QR code before scanning, you can click the 3 dots beside the Membership name in the same > Show terms link, and the QR code will appear again.
Finally, select Pay > Complete Payment.
The Membership has now been successfully sold to the client. From that point forward, the client will be charged, matching the billing frequency of weekly, monthly, or yearly.
Adding a Stored Card Before Checkout
If the client doesn't have a stored card on file, you'll receive a prompt asking if you'd like to add one now.
Membership Icons
Three icons appear on the Purchase screen under each membership
The icon is the signup fee
The icon is the recurring fee
The icon is the value of benefit