Why does Renew not show for this member?

Renew only offers a plan the member bought from a plan (not a custom package), that is not a day pass, and that is still running or ended in the last 60 days. Use Sell plan instead.

Will Give plan without payment show in my sales report?

No. It records no sale and no revenue. To charge, always use Sell plan.

How to sell or renew a membership at the front desk.

Sales of plans go through the POS so the payment, receipt and reports all match. Gifts and corrections go straight onto the member profile without a sale.

Who it is for: Front desk staff, owners and managers
Plan: Advance and Team

Sell a plan

Open Customers (Members for gyms) and click the member.
In the action bar at the top of the profile, click Sell plan. If the member had a plan recently, the button reads Renew followed by the plan name instead.
The POS opens with the member already chosen and the Memberships tab showing (Plans and courses for businesses that sell courses).
Tap the plan to add it to the cart. Renew puts the same plan in the cart for you.
Take payment as usual. The package is added to the member when the sale is paid.

Give a plan without payment

Use this for a free month, a prize, or to copy over a membership someone paid for elsewhere. No sale or revenue is recorded.

On the member profile, open the more menu (More actions) and choose Give plan without payment.
Pick a Plan, or choose Custom (enter manually) and type a name and Total sessions (0 means time based, no session cap).
Check Start date and Expires at (optional). The expiry fills in from the plan length; change it if you need to.
Tick Activate later to keep the package dormant until you press Activate on it. Start and expiry then count from that day.
Click Create package.

What your customers see

The new package shows in the member app and on the member page straight away, with its sessions and end date.
A package created with Activate later does not open the door or allow bookings until staff press Activate.

Common problems

Why does Renew not show for this member?: Renew only offers a plan the member bought from a plan (not a custom package), that is not a day pass, and that is still running or ended in the last 60 days. Use Sell plan instead.
Will Give plan without payment show in my sales report?: No. It records no sale and no revenue. To charge, always use Sell plan.

More in Memberships and packages, or start with the getting started guide. Still stuck? Contact us.