Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54

From version 20.1
edited by David Stadnyk
on 2026/03/20 16:19
Change comment: Uploaded new attachment "1774023549165-749.png", version {1}
To version 20.2
edited by David Stadnyk
on 2026/03/20 16:20
Change comment: There is no comment for this version

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2 2  
3 3  = Sale For Existing Member =
4 4  
5 -**Sales > Existing Member**
5 +Use **Existing Member Sale** to sell a product, package, or service to a member already in the system. Navigate to **Sales > Existing Member Sale** and search by first name, last name, or member ID.
6 6  
7 -Use **Existing Member Sale **when selling an item, package or service to a member already in the system. Go to **Sales>Existing Member Sale**. You c
8 -
9 9  [[image:1774023384671-630.png]]
10 10  **Choose User Type.** You can search for Member, Trainer or All. User Trainer if you are creating a sale to a staff member - "purchased by" staff.
11 11  
12 12  [[image:kb-1487437960-1487569030-1.png]]
13 13  
14 -Search for the Member by **Member ID**, **First Name** and/or **Last Name**. Click **Search**, then double click on line for the member you need. //Note: Clicking the Member Name will open the Member Profile in a separate window.//
12 +Click **Search**, then double click on line for the member you need. //Note: Clicking the Member Name will open the Member Profile in a separate window.//
15 15  
16 -[[image:kb-1487437960-1487569036-1.png]]
14 +[[image:1774023549165-749.png]]
17 17  If your member is not found, a pop up will give you the option to add them. [[Click Here>>https://msisupport.zendesk.com/hc/en-us/articles/115000293086]] for for more details on adding a member during the sale.
18 18  
19 19  [[image:kb-1487437960-1487569042-1.png]]