How to sell a Direct Debit membership ?

Requirements

You must have listed the Direct Debit memberships in the catalogue, and you must have registered a member file for the buyer.

> To create a member file for the member, click here.   

> To create a membership in the catalogue, see this article !

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STEP 1 : FOR ALL SALES...

In the member file, select the Make a sale button at the bottom left. 

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Then, go to the category of the membership that you want to sell. You can also use the search bar and type in the name of the membership. Go to "Memberships".

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STEP 2: ADD THE MEMBERSHIP TO THE CART 

  • Case 1 - There is only one price on the membership for sale.

Click on the price to choose the start date of the membership and add the offer to the cart. 

To block the starting date of memberships on the opening date of the club, please contact your Xplor Gym counsellor. For example, if you set the 5/08 as the opening date, from now to the 5/08, for each sale of a membership, the starting date will be the 5/08. It will not be possible to activate the membership earlier. From the 5/08, you could choose a later starting date, in this case, it will be the date of the sale of the membership. 

To Know

To select the start date, simply use the calendar which pops up when the date is clicked. The membership cannot be used before the date indicated. In the case of a single price, if you click directly on Add to cart at the offer level, the start date will be automatically set to today.

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  • Case 2 - There are multiple prices on the membership for sale.

Click on the arrow present on the membership insert. The different prices in the membership will then appear. To add an offer to the cart, select the start date of the membership (see case 1 insert) and click on Add at the desired price level.

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Once added to the cart, the summary shown on the right-hand side of the screen will reflect the new membership. Then select Proceed at the cart level:

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STEP 3: ENTER THE CLIENT'S MANDATE INFORMATION

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Here, the client needs to give the information of the Direct Debit mandate.

The mandate enables you to get the Direct Debit from the client's account every month. So, that's important to validate it.

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STEP 4: THE CLIENT SIGNS THE CONTRACT

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Thanks to the signature tablet (if you subscribed to it) or directly on the computer screen, the client can read the contract and sign it. The client also needs to tick the box "I have read and agree to the terms and conditions of the contract". It's also possible to click on sign later. 

When the signature is done, click on Save signature.

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STEP 3: COMPLETE THE SALE

 If there is something to pay, select the mean of payment the member chose. Here, a bank card payment.

Be careful – If the first payment method is direct debit… (UK specific)

As mandates validation can take up to 14 days, make sure you don't decide a date that is before the sale + 14 days. The payment will be rejected as the mandate won't be validated yet by Xplor Pay.

Select “Validate payment”. 

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The screen informs you the sale is now saved. You can come back to the client's profile or close the member file.

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