A recent issue occurred where a customer bought a membership in store. It was not done correctly and the members were never added to the membership list and the customer was not set up on a reoccurring billing cycle. Please see the following documentation on how to sell memberships in store.
This inför is also on the Employee Site under the "Membership" link on the sidebar.
Selling Memberships at POS
NOTE: You must click on the Actual Membership image from not the “Sign Up Now” link as you have to enter the name/names of the members before you can add it to the cart
Family Memberships are for up to 4 skatepark participants living in the same household. Individual Memberships are for 1 person.
3a. If selling a “Family Membership” you need to enter the name of all the members that will be able to use the pass in the text boxes below the price. If there is less than 4 members total you need to enter “NA” in the boxes that will not be used. You must put text in each box in order to move to the next step. - screen shot
3b. If selling an “Individual Membership” you need to enter the name of the member that will be able to use the pass in the text box below the price. You must enter a name in the text box in order to move to the next step.
4. Once the names of the members have been entered into the text box press the “Sign Up Now” button below the member names. This will take you to the “Checkout” page to enter the billing address, account password, and credit card information.
5a. Enter all the required fields on the “Checkout” page. Use the information of the credit card holder (the payer) to populate the fields. - screen shot
“First Name *” required - enter the first name of the card holder
“Last Name *” required - enter the last name of the card holder
“Company Name” disregard
“Address *” required - enter the street address of the card holder
“Town / City *” required - enter the city name of the card holder
“State *” required - choose the state name of the card holder from the drop down menu
“Zip *” required - enter the zip code of the card holder
“Email Address *” required - enter the primary email address of the card holder )this will be used to log into their account later
“Phone *” required - enter the primary phone number of the card holder
“Account password” enter and reenter the password the customer would like to use to access their account. They can change this later but it must be entered to process the order. If they don’t want to choose the password there you can just enter it as “1234” and they can log into their account later and change it.
5b. Once you have entered all the customer information please confirm the amount to be billed is correct. Repeat the amount to the customer for their confirmation. - screen shot
5c. Enter their Credit Card number, expiration month and date, and the 3 digit CSV code (the last 3 numbers found on the back of the credit card.
5d. Confirm all the information is correct and click “Sign Up Now” at the bottom of the page.
6. Once the order has processed it will take you to the “Order Received” page and give you a summary of the charges. You can print this page out if they would like a receipt. - screen shot
7. Explain to them that this is a reoccuring charge and it will charge on the same day of every month that the first order was made. They can go to the website and log into their account if they wish to cancel the membership or make any changes to their account.
If they have any questions please direct them to email me at casey@plan-nine.net or they can call me at (314) 502-9136