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Add How to Check Out page and link at the end of this one. |
The Membership tab is the first tab on the left side of the sales module. It loads by default when the sales module is opened, but if a user is navigating through the module, they can click the first tab to get back to memberships.
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In this dialog, users can select the term they would like to see the membership for, set a start date for the membership, chose choose the plan member(s), change the quantity, or if they have the correct permissions, override the registration fee or membership amount.
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When choosing members, a primary member needs to be selected first, then only the multi-member plans will show a “+” for additional family members.
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If autopay is chosen as the membership term, the user will be prompted to set up the autopay payment method once “Add to Cart” is clicked. Any existing payment methods on the primary customer’s record will be shown in this dialog. Users can select once one of these, or they can click the “+” to add a new one.
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The cart item can be clicked to remove the plan from the cart or update plan details. If the autopay payment method was chosen, this will show here as well.
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Once the user has checked out (See How to Check Out) the new plan will be shown in each participating member’s customer record.
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