Selling Memberships for Family Members in POS on the Scheduler App

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.

To sell memberships for family members on the scheduler app, follow these steps:

1. Log into the app. For detailed instructions, learn more here
   
2. Once signed in, you will be directed to the schedule by default
   
3. Select the POS icon
   
4. Add a client to the ticket
   
5. Click the "+ Product" hyperlink
   
6. Tap on "Memberships"
   
7. Select the desired membership
   
8. Under the "Member" section, choose the appropriate family member
   
9. Tap "Add"
   
10. Tap "Pay"
    
11. Select your preferred payment method and close the ticket

For more information, please contact our support team at support@mytime.com. 

Related Articles:

• Selling Packages for Family Members in POS
• Selling Memberships for Clients in POS
• Selling Memberships for Pets in POS
• Purchase and Apply Package / Membership Benefits on the Same Ticket
• Purchasing Client Memberships Online
• Purchasing Memberships for Pets Online
• Purchasing Memberships for Family Members Online