How to Assign a Membership to a Client from the Dashboard

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This article will take you through;

How to assign a membership from the Clients tab

  1. From the dashboard, click the 'Manage' tab and then the 'Clients' tab 
  2. Search to find the client you want to buy for
  3. This will pull up your client's profile, click the 'Membership' tab;
    • If the client has no existing membership you will see a button that says 'Add Membership+'
    • If the client already has a membership and you are buying a 'Consecutive Membership' for them, you will see a button that says ' Add Next Membership+'
  4. A list of available memberships will appear, select 'Purchase' on the one you want
  5. Select the payment method, and assign a staff member if you wish
  6. Click 'Proceed with Transaction' 

Memberships-_buy_from_client_tab.gif

How to assign a membership using Global Search

There are two ways you can buy a membership from 'Global Search'; 

Searching for a client to assign a membership to

  1. Search for the client's name in 'Global Search'
  2. Select the Book/Buy button on the client you want to purchase for
  3. Search the memberships name
  4. Select 'Buy for/Book for'
  5. Choose the payment method and assign a staff member if you wish
  6. Select 'Proceed with Transaction'

Memberships_-_buy_from_Global_Search.gif

Searching for a membership to assign to a client

  1. Search for the membership using 'Global Search'
  2. Select the membership you want to buy for your client and select 'Book/Buy'
  3. Search the client's name
  4. Select 'Book for/Buy for'
  5. Choose the payment method and assign a staff member if you wish
  6. Select 'Proceed with Transaction'

Memberships_-_buy_from_global_search_2.gif

Please note;

All results in Global Search will appear alphabetically. If you are unable to see a client's name in your search, be sure to select the 'View more clients' option at the bottom right of the results panel.

Next steps and additional support

To learn about purchasing a membership for Glofox Pro, read the below article;

For additional support, reach out to support@glofox.com, and we will be happy to assist you. 

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