Give a Membership to Someone

In this article, we'll explain how to add a membership to one of your client's accounts. To get started, first, create your memberships. See this help article to learn how to create a membership.

Method 1: Gifting a Membership Directly

This method allows you to quickly assign a membership to a contact without requiring payment.

Steps to Gift a Membership

1. Navigate to the membership you want to give
2. Click Actions and select View Details
3. Click the Give Membership button
4. Search for the client in your contact list OR add their name and email address
5. Type in a personalized message (optional)
6. Change membership settings if needed:
   • Credits: Change from limited (e.g., 8 credits per cycle) to unlimited if desired
   • Expiration Date: Set a specific date, or leave blank to default to one membership period
7. Submit to complete the gift

Note

• If you don't set an expiration date, it defaults to one membership period (e.g., one month for monthly memberships)
• You can customize the number of credits or make them unlimited
• Perfect for complimentary memberships or promotional offers

Method 2: Selling Through Point of Sale

Use this method when processing payment or applying a discount code for a membership.

Steps to Sell via Point of Sale

1. Access the Point of Sale
2. Look up the client or add their details manually
3. Navigate to the Membership page and click on the membership you want to sell
4. On the checkout page, choose your payment method:
   • Use their saved card
   • Manually key in card details
   • Using a payment terminal (if available)
   • Apply a gift card
   • Use a discount code. Important: Discount codes apply to ALL billing cycles, not just the first one.
     
5. Select when the membership should start:
   • Now: Membership begins immediately
   • On First Use: Membership begins when the client first uses a credit
   • Specific Date: Choose a future start date (ideal for pre-selling). The billing cycle won't begin until that start date
6. Click Submit to complete the transaction

Tips and Best Practices

Understanding "Available for Sale" Setting

• Even if a membership is disabled from being "Available for Sale":
  • Clients cannot purchase it on their own
  • You can still sell it through the point of sale
  • You can still gift it to clients
• Useful for exclusive or invite-only memberships

Quick Reference

Need to give a free membership? → Use Method 1 (Gifting) OR use a 100% discount code in Method 2

Need to collect payment? → Use Method 2 (Point of Sale)

Need to pre-sell a membership? → Use Method 2 and select "Specific Date" for the start date

Want to control who can buy? → Disable "Available for Sale" and use gifting or point of sale only

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