This article and video will guide you through creating a membership sales package. Membership sales packages will affect member status and drives the expiration date.
1. Access Sales Package Setup
Navigate to Setup > Sales > Sales Packages.
Find the Folder Group and locate the Folder you want to add your new sales package. Select Add A Sales Package.
2. Sales Package Settings
Clicking the link will advance you to the Add A New Sales Package screen.
Enter the name of your new sales package and choose Membership Package - This option will set member status for the purchaser. If they are a current prospect, purchasing this sales package will move them to the Members tab. Their expiration date will be driven from the settings in this membership sales package. Click the button Add The New Sales Package to save your changes.
Proceed with the following steps to complete your membership sales package:
Sales Package Settings Tab
Sales Package Installments Tab
Sales Package Included Tab
Sales Package Who Can Sell Tab
Sales Package Eligibility Tab
Sales Package Payment Types Tab
Sales Package Cancel / Freeze Tab
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access sales packages setup