Gift a Membership

Overview

When Customer A wants to buy a block of Membership time for Customer B, staff will need to assist inside the Dashboard.

There are two possible situations:

• Customer A wants to pay for a Membership for Customer B, and Customer B HAS a Membership already
• Customer A wants to buy a Membership for Customer B, and Customer B DOES NOT HAVE a Membership already

Customer A HAS a Membership

When Customer B has a Membership, staff can follow this process:

1. Charge Customer A from the Dashboard for N-months of the Membership
2. Open Customer B's Profile

   1. Click on the blue Membership flag
   2. Click on the Settings tab of the new side panel
   3. Change the Next Charge Date for the Customer N-months out from the current date

      1. IF there is also a Package connected to the Membership click OFF the Sync dates box so that the Customer will continue to receive their Package of Passes and will not be charged for the next month, or next several months

Customer A DOES NOT HAVE a Membership

When Customer B DOES NOT HAVE a Membership, staff can follow this process:

1. Charge Customer A from the Dashboard for N-months of the Membership
2. Give Customer B a Free Membership

   1. If Customer B does not already have a Profile, create a Profile for the Customer using their name, email, and phone number
3. Leave a reminder to update the Membership at a future date to the Monthly Charge type

Now you have provided a Membership to someone who did not have a Membership before, free of charge.