Purchase membership from Add user Screen

How to purchase a membership from the Add User screen

Step I - Hover over your Functions Menu and click Add User to add a new member.

1. The User Type field defaults to 'Member'.*
2. Card ID: enter Card ID or autogenerate.
3. Name: Enter the new member's first name and last name.*
4. Referred By: select from the drop down.
5. Gender: select from drop down.*
6. Birthday: enter date
7. Member Type: defined in your System Settings -> Field Definitions.

8. Primary Goal: defined in your System Settings -> Field Definitions.

   *Fields marked with an asterisk are mandatory, but any field can be enabled as mandatory in your System Settings -> User Add/Edit Settings.

Step II - 'Purchase Membership'. Drop down to 'Select a membership'. Allow Shape to refresh to display your memberships for sale.

1. Product Category: click the appropriate Product Category, ex. Single.

   

    

2. Membership Type: Select the appropriate membership, ex. 12 month term.

   

Step III - Contact Information

1. Scroll down and enter the new member's contact information.

  2.  Scroll down to the bottom right of the page and click Save go to billing.

  3. Enter the Primary Credit Card or Banking information. Auto billing settings default to Primary Credit Card. Be sure to verify the EFT Settings are changed to Bank Account if the member will pay by ACH.

  4.  Scroll to the bottom of the billing page and click the link 'Click here to Continue'.

  5. On the next page, click the link 'Make First Payment'.

  6.  Verify the amount and click 'Continue'.

The member's billing information will auto-populate on the Point of Sale screen.

  7.  Click the green 'Submit' button.

Purchase Successful!