In this article, we will be showing you
1. Selling a shared membership from POS
To sell a shared membership from POS follow the below steps:
Navigate to the POS page
Click on Add customer, enter the name/email of the customer and click on their profile
Click on the shared membership plan the customer wants to purchase
A pop up will show up where you can select the members they want to share this membership with. In order for the contacts to show up in the shared members dropdown, they have to be first added as a related contact in the customer profile
If the customer does not have related contacts added you can add them by clicking on add related contact
Once the related contacts are added select the shared members for this membership plan and click on Add to Cart
Proceed to complete the payment by clicking on charge
The membership sale will be completed and the membership will reflect in the customers as well as shared members profiles
2. How to add shared members from the customer profile
You can add shared members to a membership either at the time of sale or from the customer profile
To add shared members from a customer profile, you can follow the below steps:
Navigate to the customer profile who purchased the membership using the universal search icon
In the customer profile, first, add the shared members as related contacts by clicking on the 3 dots below the customer name and click on Add related contact
To add the shared members to the membership, click on the 3 dots beside the membership name and click on shared members
Sharing members pop up will show up where you can add the shared members by selecting the related contact from the drop-down
Click on save changes
The shared members will be added to this membership and this membership will reflect in the shared member's profile