SELL MEMBERSHIP

1. Find or add member
2. Add family members, if applicable
3. Hover over “Offerings” > Click “Membership” > Choose membership type
4. Click “Add” on selected membership
   • Change start date if not today
   • Select modifier if applicable
   • Select price frequency (monthly, quarterly, biannually or annually)
5. Click “Add” 
6. If Done (not adding additional programs or items) > Go to Cart
7. Review Information in the cart for accuracy (Dates, Branch, Amounts, Forms)
   • Draft Date will default to the next closest draft date. If the member wants to change draft date > Click “Recurring Billing” > Change next sale date to the desired date. Pro-rate due today will update accordingly.
   • Forms - Complete any forms required. If an error message displays under forms (red triangle) return to the form to correct errors. 
8. Select Payment Method 
   • Add if new 
   • If recurring payment method will be different from cart, go to Recurring Billing > Payment Method 
9. Enter promo code in promo code box, if applicable
10.  Click “Finalize Order” > Click “Yes, Finalize my Order” 
11.  Send Receipt
    • Email (preferred) > Choose correct address
    • If printed receipt desired > Click Print > select Window Envelope
12.  Return to Profile > Click “Profile” 
    • Take Photo if not on file > Click Camera Icon under Profile Picture/Space > Click “Take Photo” 
    • Edit Personal Info > Access ID if not on file > Add Bar Code (will change to Allow Access)