This tutorial walks through how to view and manage 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.
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.
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.
To exchange a membership, click the Exchange Membership icon in the Actions column of the Memberships table. A popup will appear allowing you to select the variation you want to change it to. When you click the Exchange button, the old membership and the new membership will both be added to the cart. Proceed with checking out to complete the exchange.
Note: The member code(s), barcode(s), and any form fields they filled out will carry over from the old membership to the new membership. A new membership card will be sent to the member(s). If the membership is for season tickets, new tickets will be sent to the member.
Note: The end date for the new membership will match the end date of the old membership. The end date of the old membership will be set to “today.”
Note: When exchanging an advanced season ticket membership, you can only exchange one membership per cart.