Once a client purchases a membership that includes products, they can use the membership to pay for a product via POS. See the steps below:
Go to POS > New Ticket page
Add client who purchased the membership to the ticket
Select a product from the Product tab (ensure the product is qualified to be paid for using a membership)
When the product is added to the ticket, the Membership label will appear in the price field. The price for the product on the ticket will be $0 since the product is covered by the membership.
At the bottom, select Close Ticket.
Once the ticket is closed, the membership count on the client profile will decrease.
In the examples above, it shows that 1 product credit was used. This means the client has 2 product credits remaining.
Membership Credit Balance on Client Profile
On the client's profile page you will be able to view their membership credit balance. To do this simply:
- Open the client's profile that you want to view
- Scroll down to the Memberships section
You can increase or decrease the number of product credits remaining if you'd like. To do this, simply click on the View Details link.
In this example, I decreased the number of credits remaining from 2 to 1. See screenshot below.
The credit balance will be updated on future appointments and the Membership Credit report.