Register on behalf of clients using their own packages and memberships

Sometimes you need to manually register someone for a class. What if the person has a package or membership and would like to use it to pay for the class? You can achieve this easily through your admin website. Simply go to the 'roster' section, click on the scheduled class and then press the 'Add Registration' button. 

This brings up a window where you search for your clients by name or email. Once you select a client, their name and email will be pre-filled in the entry rows below. If you want to register a new client, manually enter their name and email. Press continue. The system will pull the client packages and memberships under that client's email (if they have any).

This brings up a registration window where you should see the client's packages and memberships in the payment method dropdown. If the client email you searched for or entered manually doesn't have any packages and memberships relevant for this event, no packages and memberships will show up in the dropdown. You will still be able to register them by selecting "Credit Card" in the drop down. You can also skip payment by selecting the 'Pay later' checkbox. 

That is all there is to it. It's convenient and easy to register people using their own packages and memberships. 

P.S. Join our Facebook group and connect with other OfferingTree users to share questions, offer ideas and insights, and support each other towards a more thriving wellness business.