Clients do not have to buy online. The front desk can sell a membership in the panel, and the client pays in cash, by card or with a link.
Selling a membership
- Go to Operations → Clients and open the client. If they are not there yet, add them first.
- Go to the Payments tab and click Create payment.
- Choose the membership, the payment method and the date the membership starts.
- Check the amount and save.
Confirming the payment
- Cash or card terminal – once the client has paid, click Confirm next to the payment. The membership becomes active straight away.
- Online payment – click Send payment link. The client gets an email with a link and pays on their own. The membership becomes active after the payment.
Who sold it
Every payment records the person who created it. If the sale should count towards someone else's commission, for example a trainer, choose them in Commission recipient.
Company invoice
If the client wants an invoice for a company, fill in the company details in their client record, under Company invoice, before the sale. The payment keeps a copy of them at the moment of sale.