Sale For Existing Member

Version 24.1 by David Stadnyk on 2026/03/23 15:30
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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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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.

Note: Contracts must be sold separately via Sales > New Contract.

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Click  to remove an item.

  • 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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Still need help?

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