Membership: Add New
Mar 02, 2021
297
- Find Account or Add Account
- Add family members, if applicable
- Hover over “Offerings” > Click “Membership” > Choose membership type
- Click “Add” on selected membership
- Change start date if not today
- Select modifier if applicable
- Select price frequency
- Click “Add”
- If Done (not adding additional programs or items) > Go to Cart
- Review Information in the cart for accuracy (Dates, Branch, Amounts, Forms)
- Draft Date will default to the next closest draft date. If the member wants to change draft date > Click “Recurring Billing” > Change next sale date to the desired date. Pro-rate due today will update accordingly.
- Forms - Complete any forms required. If an error message displays under forms (red triangle) return to the form to correct errors.
- Select Payment Method
- Add if new
- If recurring payment method will be different from cart, go to Recurring Billing > Payment Method
- Enter promo code in promo code box, if applicable
- Click “Finalize Order” > Click “Yes, Finalize my Order”
- Send Receipt
- Email (preferred) > Choose correct address
- If printed receipt desired > Click Print > select Window Envelope
- Return to Profile > Click “Profile”
- Take Photo if not on file > Click Camera Icon under Profile Picture/Space > Click “Take Photo”
- Edit Personal Info > Access ID if not on file > Add Bar Code (will change to Allow Access)
