How to sell a membership in full ?

Requirements

You must have listed the membership in full in the catalogue, and you must have registered a member file for the buyer.

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

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

STEP 1 : FOR ALL SALES...

On the member file, click on 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 the category "Memberships".

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 Know

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

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. 

• 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 basket, select the start date of the membership (see case 1 insert) and click on Add at the desired price level.

Once added to the basket, the basket summary shown on the right-hand side of the screen will reflect the new book. You can then click Validate at the cart level:

STEP 3: 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 signs 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 to firm 

When the signature is done, you can click on Save signature.

STEP 4: COMPLETE THE SALE

Select the mean of payment the client chose. Here, a bank card payment.

Click on “Validate payment”. 

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