📝 How to Collect Member Information Without Assigning a Membership
Got a tech-challenged old-timer? Or just want to collect all member info before assigning a membership?
Good news! With this method, you can automate the process and let the member enter their own information — saving you time and manual work.
🚀 What Happens When You Send a Membership Link or QR Code?
Sending a membership link or QR code automatically:
✅ Collects the member’s personal details
✅ Collects billing/payment info
✅ Assigns a membership
✅ Prompts them to sign documents
🛑 But What If You’re Not Ready to Assign a Membership?
You might want to:
Offer a free trial
Prorate to a future start date
Hold off on assigning a membership until later
✅ The Solution: Use a $0 Punch Card
To collect info without assigning a full membership:
Create a $0 punch card
Select "Collect Billing Information"
Do not attach any Tracks
Set it to expire after 1 day
Name the payment plan something like: Info Collection Only
💡 This setup is purely for information collection — no paid membership is activated.
📲 Send the Link or Use a QR Code
Once your punch card is ready, just:
Copy the link and send it via SMS or email
Or display a QR code for walk-ins to scan
That’s it! You’ve gathered all the essential details, and you’re free to assign the right membership when the time is right.