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Changes for page Sale For Existing Member

Last modified by David Stadnyk on 2026/03/23 16:54
From version 23.3
edited by David Stadnyk
on 2026/03/23 15:30
Change comment: There is no comment for this version
To version 23.1
edited by David Stadnyk
on 2026/03/23 15:26
Change comment: Uploaded new attachment "1774279610929-219.png", version {1}

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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.**//
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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.
20 +[[image:kb-1487437960-1487569048-1.png]]
20 20  
21 -**Note:** Contracts must be sold separately via **Sales > New Contract**.
22 +Click to remove an item.
22 22  
23 -[[image:1774279610929-219.png]]
24 +* Click to add Renewal settings for a Package.
24 24  
25 -Click to remove an item.
26 +[[image:kb-1487437960-1487569054-1.png]]
27 +[[image:kb-1487437960-1487569060-1.png]]
26 26  
27 27  * Click **Checkout** to complete the sale.
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