How to Purchase a Membership for a Client

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  1. What are memberships in Glofox?
  2. How to purchase a membership for a client
  3. 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. 

  1. From the Glofox Dashboard, click 'MANAGE' at the top
  2. Then, click the 'Clients' tab
  3. Search to find the client you want to buy for
  4. This will pull up your client's profile, click the 'Membership' tab;
  5. If the client has no existing membership you will see a button that says 'Add Membership+'
  6. 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+'
  7. A list of available memberships will appear, select 'Purchase' on the one you want
  8. Select the payment method, and assign a staff member if you wish
  9. Click 'Proceed with Transaction' 

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How to purchase a membership using Global Search

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

1. Searching by client

  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

2. Searching by membership

  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, check out the below article:

To find out more about Memberships, you can check out the below resources:

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

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