View & Manage Membership Sales

This tutorial walks through how to view and manage memberships.

Viewing Memberships

Navigate to the Point of Sale page. From the Quick Links menu, click the Memberships button. A popup will appear with a list of memberships.

Table Filters

The memberships table comes with a status filter which allows the user to select a specific status they want to view, such as active memberships.

Viewing/Editing a Membership

To edit a membership, click the row from the table of the record you want to edit and a popup window will appear with the details of the membership. From here, you may edit the membership dates, edit the members, and view/print membership cards.

• Member Codes: Each member is automatically assigned a member code. This code cannot be changed by the organization. Members will use this code when adding their membership to a form to receive discounts.

• Member Barcode: You may optionally assign each member a barcode. This barcode can be useful for scanning in-person when checking members in and/or adding member discounts to orders.