Changes for page Sale For Existing Member

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

From version 21.1
edited by David Stadnyk
on 2026/03/20 16:30
Change comment: Uploaded new attachment "1774024226989-850.png", version {1}
To version 20.1
edited by David Stadnyk
on 2026/03/20 16:19
Change comment: Uploaded new attachment "1774023549165-749.png", version {1}

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2 2  
3 3  = Sale For Existing Member =
4 4  
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.
5 +**Sales > Existing Member**
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 +
7 7  [[image:1774023384671-630.png]]
8 8  **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.
9 9  
10 10  [[image:kb-1487437960-1487569030-1.png]]
11 11  
12 -Click **Search**, then hover your cursor over line where the name it appears. It will highlightdouble click on line for the member you need. //Note: Clicking the Member Name will open the Member Profile in a separate window.//
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.//
13 13  
14 -[[image:1774023549165-749.png]]
16 +[[image:kb-1487437960-1487569036-1.png]]
15 15  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.
16 16  
17 17  [[image:kb-1487437960-1487569042-1.png]]
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1 -XWiki.DavidStadnyk
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