Sale For Existing Member

Version 22.1 by David Stadnyk on 2026/03/23 15:24
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Sale For Existing Member

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.

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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.

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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.

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If your member is not found, a pop up will give you the option to add them.  Click Here for for more details on adding a member during the sale.

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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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Click  to remove an item.

  • Click  to add Renewal settings for a Package.

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  • Click Checkout to complete the sale.

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Once the Invoice is created, choose the payment method and click Pay Now.

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