Sell Membership
Find Member > Add Individual (if necessary) > Access Account > Offerings

1. Find or add a member. 

2. Add family members, if applicable. 

3. Hover over Offerings > Click Membership > Choose a membership type.

4. Click Add on the selected membership.
   a. Change the start date if not today.     
   b. Select a modifier if applicable.     
   c. Select price frequency (monthly, quarterly, biannually or annually). 

5. Click Add.

6. If Done (not adding additional programs or items) > Go to Cart. 

7. Review Information in the cart for accuracy (Dates, Branch, Amounts, Forms).     
   a. Draft Date will default to the next closest draft date. If the member wants to change the draft date > Click Recurring Billing > Change the next sale date to the desired date. The pro-rate due today will be updated accordingly.    
   b. Forms - Complete any forms required. If an error message displays under forms (red triangle) return to the form to correct errors. 

8. Click Proceed to Checkout.

9. Select Payment Method.     
   a. If none is selected, click Change. You can choose a payment method or add a new one.  Proceed to Payment will appear if a new method needs to be added. Finish entries on this page before proceeding to payment. This allows entry of the new payment method before finalizing the order. 
   b. If the recurring payment method differs from the cart, go to Recurring Billing > Payment Method and select it from the drop-down menu. 

10. Enter a promo code in the promo code box, and click Apply, if applicable.

11. Click Finalize Order > Click Yes, Finalize my Order.

12. Send Receipt.  
    a. Email (preferred) > Choose the correct address.    
    b. If a printed receipt is desired > Click Print > Select Window Envelope. 

13. Return to Profile > Click Profile.    
    a. Take member photo(s) if not on file > Click Camera Icon under Profile Picture/Space > Click Take Photo.      
    b. Edit Personal Info > Access ID if not on file > Add Bar Code (will change to Allow Access).