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Pro Tip - How to Collect Member Information Without Assigning a Membership

📝 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:

  1. Create a $0 punch card

  2. Select "Collect Billing Information"

  3. Do not attach any Tracks

  4. Set it to expire after 1 day

  5. 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.

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