This article will take you through how to buy a membership for a client.
- What are memberships in Glofox?
- How to purchase a membership for a client
- Next steps and additional support
What are memberships in Glofox?
Memberships provide your clients with access to your services over a set period of time. Memberships can take on many forms such as unlimited or restricted, private or public, roaming or single-location, full-priced or complimentary, trial or full membership, and many other options available to you from within the 'Memberships' section of Glofox.
If you have not created a membership before, you can check out our guide on How to Create a New Membership to get you started.
How to purchase a membership for a client
You can purchase a membership on behalf of a client at any time from the Glofox dashboard using a number of different methods which we've detailed below.
How to purchase a membership from the Clients tab
The below steps outline how to purchase a membership for one of your members.
- Navigate to the clients profile and 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+'
- A list of available memberships will appear, select 'Purchase' on the one you want
- Select the payment method, and assign a staff member if you wish
- Click 'Proceed with Transaction'
How to purchase a membership using Global Search
There are two ways you can buy a membership using 'Global Search', either by searching by the clients name first or the memberships name.
- Search for the client's name in 'Global Search'
- Select the Book/Buy button on the client you want to purchase for
- Search the memberships name
- Select 'Buy for/Book for'
- Choose the payment method and assign a staff member if you wish
- Select 'Proceed with Transaction'
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, check out the below article:
To find out more about Memberships, you can check out the below resources:
- How to Set up Single and Recurring Memberships
- How to Set up and Share a Private Membership
- How to Set up Consecutive Memberships
- How to Set up a Service Credit Pack
- How to Set up a Restricted Services Membership
- How to Set Up a Roaming Membership
- How to Set up a Trial Membership
- Understanding the Payment Options for Memberships
- How do I restrict a membership to one purchase per member?
- What's the difference between a membership and a Service Credit Pack?
For additional support, reach out to email@example.com, and we will be happy to assist you.