In Onsight Pro, membership configurations are automatically applied when a membership product is sold. This includes details like:
- Enrollment fees
- Guest passes
- Billing schedules
If you need to make changes to the configurations template, navigate to:
Settings > Customers > Manage Memberships.
Below is an example on Signing Up Member(s) for Monthly EFT Memberships
1. Navigate to the Point-of-Sale (POS) tab
2. Click "Customer" to choose the individual you're selling a Membership to
3. 3. Click into the "Find Customer" field and type the customer name
4. After finding the customer, check the box next to their name to indicate the sale is for this customer. Click "Save" to add the customer to the transaction
5. Click on the "Quick Button" for the Membership. If there isn't a Quick Button, click the "Search Commodity" field and type the membership product name
6. Select the appropriate membership product for the customer and any additional family members. Click "Prorate" afterwards
7. Onsight will prompt a prorated warning based off the remaining day(s) in the billing cycle. Click "Yes" to continue
8. Click "Save" after confirming the price has adjusted
9. Click "Tender" to complete the transaction
10. Onsight will prompt you to add a card for recurring billing. Click "OK"
11. You'll be prompted to collect payment by either manually keying in credit card details or if using an integrated Stripe Terminal, by inserting, tapping, or swiping the card the customer wants to use for recurring billing
12. Check the box that reads, "Save payment method for future billing" if the card used for today's payment will also be what the customer wants to be billed recurringly. If not, uncheck the box and collect card information. Click "OK" when finished
13. Onsight will prompt to check the customer in after the transaction is complete. Click "Yes" to continue
14. Onsight will pre-select the customers who were part of the purchase to check them in. Confirm the correct customers are ready to be checked in
15. Click "Check-In Customer(s)" to finish checking in the customers part of the membership sale
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