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 !

STEP 1 : FOR ALL SALES...

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

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".

Good to know

Product groups can be used to optimise the sales tunnel. The advantage for sellers is better visibility and better organisation of products.

To find out more about product groups, read this article.

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 and the direct debit day, simply use the calendar that appears when you click on the date. The membership cannot be used before the start date indicated. If you click directly on Add to cart at the offer level, the start date will automatically be set to today and the direct debit day will be as close as possible according to the rules mentioned in the key article to help you configure your memberships.

• 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.

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:

STEP 3: ENTER THE CLIENT'S MANDATE INFORMATION

Members enter their direct debit mandate details. (IBAN compulsory) It is also possible to add it later, directly from the member file.

Checking Mandate⚠️

The system takes 7 days to validate the mandate. In the meantime, it will have the status 'pending validation.' Once the mandate is validated, it can be used for payments. If it is rejected by the system (invalid information, etc.), it is possible to apply rejection penalties such as rejection fees or membership cancellations. Contact your Xplor Gym advisor for more information.

If the member has already a direct debit mandate, they are asked to select the one they want to use or to create another one:

Once the information has been recorded, the member signs the mandate (using the tablet if you have subscribed to it).

Save signature. There are several signing modes. More about it here.

STEP 4: THE CLIENT SIGNS THE CONTRACT

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. There are several signing modes. More about it here.

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”. 

The screen informs you the sale is now saved. 

You can come back to the client's profile or close the member file. The membership scheduled payments is then generated on the member file.