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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 22.1
edited by David Stadnyk
on 2026/03/23 15:24
Change comment: Uploaded new attachment "1774279469717-233.png", version {1}
To version 24.1
edited by David Stadnyk
on 2026/03/23 15:30
Change comment: Uploaded new attachment "1774279829893-617.png", version {1}

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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 -[[image:kb-1487437960-1487569030-1.png]]
10 +[[image:1774279469717-233.png]]
11 11  
12 -Click **Search**, then double-click anywhere on the member's highlighted row to select them — avoid clicking the first or last name directly, as this will open the member's profile in a separate window instead.
12 +Click **Search**, then double-click anywhere on the member's highlighted row to select them. Avoid clicking the first or last name directly, as this will open the member's profile in a separate window instead.
13 13  
14 14  [[image:1774023549165-749.png]][[image:1774024226989-850.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]]
18 -Next choose a **Product**, **Service**, or **Package** to sell. You can add multiple items from any category. Click **Add to Cart** for each pick. Enter the name under **Member Purchased For** if there is a different Member. Member Manager will search for a current member record or give you an option to //Add New Member// if the record is not found. //**Note: If you are selling a contract you must sell that separately. Go to Sales>New Contract to enter a contract.**//
19 19  
20 -[[image:kb-1487437960-1487569048-1.png]]
19 +Select the Products, Services, or Packages you wish to sell — multiple items from any category can be added. Click **Add to Cart** for each item. If purchasing on behalf of a different member, enter their name in the **Member Purchased For** field; Member Manager will locate their record or offer the option to add a new member if not found.
21 21  
22 -Click to remove an item.
21 +**Note:** Contracts must be sold separately via **Sales > New Contract**.
23 23  
24 -* Click to add Renewal settings for a Package.
23 +[[image:1774279610929-219.png]]
25 25  
26 -[[image:kb-1487437960-1487569054-1.png]]
27 -[[image:kb-1487437960-1487569060-1.png]]
25 +Click to remove an item.
28 28  
29 29  * Click **Checkout** to complete the sale.
30 30  
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