Sell a Membership

In this article, learn how to sell a membership from Point-of-Sale.

APPLIES TO: Admins and Staff

Last updated: May 23, 2023

Sell a Membership - Step by Step Guide

  • Access Point of Sale by clicking the big green plus sign in the top right of the screen and click Point of Sale.
  • Search the name of the client you are looking to sell a membership to and click their name
  • Search the membership name of the membership you are wanting to sell
  • Select the Profile when prompted "For whom would you like to purchase this membership?
  • Click Add To Cart
  • Click Continue if you don't need to add any other Products to the Cart


  • If you have a Membership Agreement, you will have the ability to accept the terms of the agreement for the client before continuing to payment. Note: This is not mandatory for Admin/Staff users.


  • Review the Cart Details before proceeding by clicking Continue To Payment
  • Select the Payment Method and input the Credit Card information if necessary.
    • Note: If purchasing a membership with a credit card, you must Save Card in order to complete the purchase.
  • Click Purchase

Sell a Membership - Guided Walkthrough