It is strongly recommended to have online payments turned on so that payments can be taken automatically each month by charging the customer's card.
To find out more about online payments, check out our guide: About Online Payments and how to set it up
Add a member to a membership scheme
To add a member to a membership scheme, select the ‘Members’ tab and click the green ‘+ Add new member’:
Search for the customer and select their account from the drop down, then choose a start date. This is the date that the membership will renew each month and it can be different for each member.
Paying with online payment
When searching for a customer, customers who have a card stored on the system will have ‘##OP##’ next to their name. This means that they can be charged directly, as long as you have their permission. If you’d like to charge their card right away, tick the box next to ‘Charge customer now’.
If the customer’s card is not charged right away, the membership is not activated and the customer will not yet get the benefits when booking. An email is sent to the customer to let them know that they’ve signed up but their membership is not yet active. It also prompts them to add their credit card details to the system.
Manual payment
If the payment is to be made in-store, then you can record a manual payment by clicking ‘Paid cash’ or ‘Paid card’.
Once the payment is settled, you can click ‘Activate Membership’ to enable the benefits on the customer's account. If you do not do this, the benefits will start automatically after 15 minutes.
