How to Assign a Membership to a Client from the Dashboard

This article will take you through;

• How to assign a membership from the Clients tab
• How to assign a membership using Global Search
• Next steps and additional support

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' 

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'

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'

Next steps and additional support

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

• Managing Your Clients from the Glofox Pro App

For additional support, reach out to [email protected], and we will be happy to assist you.