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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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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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