This article will show you how to sell a membership to a client.
The Membership feature is currently only available to clients in the United States 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.
To begin selling a membership, go to Purchase > Enter the client details for the client purchasing the membership, and then select a Staff member selling the membership.
Next, select Hot Keys > Memberships > Select the membership > Save
Billing Start Date
You can also select a future date to start the membership by clicking the date selector button.
Once you have the date selected, click Save.
Finally, select Pay > Complete Payment.
The Membership has now been successfully sold to the client. From that point forward, their credit card 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.
Selecting Yes will trigger a slide-out where you can store credit card details through your PhorestPay Card Terminal.
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