Selling Memberships for Family Members in POS

Modified on Mon, 19 Jan at 9:34 AM

In this article, we will walk through the steps on how to sell memberships for family members in POS.


Things to Know:

  • In order to be able to sell memberships, you must have a membership subscription. For franchise businesses, please contact your account manager or support@mytime.com
  • On the membership configuration page:
    • If "Individual Family Member" is selected - This means that the membership can be used by the selected family member at the time of purchase
    • If "All Family Members" is selected - This means that the purchased membership can be used by the primary client and all family members
  • If a client profile contains only one family member, that member is automatically included by default. You can also choose to select the primary client from the member list or add a new family member.
  • For clients with multiple family member memberships, all charges scheduled for the same day will be combined into a single ticket.
  • The “Require credit card on file to purchase membership” setting controls whether a card must be saved on file to complete a membership purchase, regardless of the payment method. By default, this setting is enabled but can be turned off.
  • When a client purchases a membership with a credit card, the “Save card on file” checkbox is always selected and cannot be unchecked. This ensures the client’s card is securely stored for recurring billing, regardless of the setting above.
  • Staff do not need a configured commission on their profile to appear in the commission dropdown. Staff with roles such as service providers, location managers, support staff, or custom roles can all be selected. However:
    • If Track Compensation is not selected on their profile, they will not appear in compensation reports.
    • If no commission rate is set, no commission amount will be calculated or displayed in reports.
  • By default, payment buttons may lack visual prominence, making it difficult for staff to quickly identify the primary payment method. This can lead to selecting incorrect options or improper transaction processing. You can request a layout change that reorders the buttons and highlights the primary action in blue for better visibility.
    • Default Display:
      • No Card on File: [Key In Card] [Swipe Card]
      • Card on File: [Visa ****1234] [Key In Card] [Swipe Card]
    • Enhanced Display (High Visibility):
      • No Card on File: [Swipe/Tap Card] (Highlighted) [Manual Entry]
      • Card on File: [Visa ****1234] (Highlighted) [Swipe/Tap] [Manual Entry]
    • Important: This is controlled by a hidden setting that must be enabled by the MyTime team. If you would like to switch to the high-visibility payment buttons, please contact us at support@mytime.com 


Selling Memberships for Family Members in POS

  1. Navigate to POS > New Ticket
  2. Add a client
  3. Expand the membership menu on the products tab 
  4. Select the desired membership Screenshot 2024-06-26 133453.jpg
  5. If the client profile includes only one family member, that member is automatically added by default. However, you can choose to select the primary client from the member list or add a new family member if you wish.
    Screenshot 2024-06-27 114644.jpg
  6. Click "Take Payment"
  7. Select a payment method
  8. Once payment is received, close the ticket


For more information contact us at support@mytime.com.

 

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