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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 23.2
edited by David Stadnyk
on 2026/03/23 15:27
Change comment: There is no comment for this version
To version 19.1
edited by David Stadnyk
on 2026/03/20 16:16
Change comment: Uploaded new attachment "1774023384671-630.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 -[[image:1774023384671-630.png]]
7 +Use **Existing Member Sale **when selling an item, package or service to a specific member. Go to **Sales>Existing Member Sale**.
8 +
9 +image:kb-1487437960-1487569024-1.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:1774279469717-233.png]]
12 +image:kb-1487437960-1487569030-1.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.
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]][[image:1774024226989-850.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 -[[image:kb-1487437960-1487569042-1.png]]
19 +image:kb-1487437960-1487569042-1.png
20 +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.**//
18 18  
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.
22 +image:kb-1487437960-1487569048-1.png
20 20  
21 -**Note:** Contracts must be sold separately via **Sales > New Contract**.
22 -
23 -[[image:1774279610929-219.png]]
24 -
25 25  Click to remove an item.
26 26  
27 27  * Click to add Renewal settings for a Package.
27 +
28 +image:kb-1487437960-1487569054-1.png
29 +image:kb-1487437960-1487569060-1.png
30 +
28 28  * Click **Checkout** to complete the sale.
29 29  
30 -[[image:kb-1487437960-1487569066-1.png]]
31 -[[image:kb-1487437960-1487569072-1.png]]
33 +image:kb-1487437960-1487569066-1.png
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32 32  Once the Invoice is created, choose the payment method and click **Pay Now.**
33 33  
34 -[[image:kb-1487437960-1487569078-1.png]]
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35 35  
36 36  {{include reference="KBSupportCTA.WebHome"/}}
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