Signing up for a membership can be done by signing a customer up on their behalf in the Business Manager or by self-signing up in the Online Ordering Link.
To sign up on a customer's behalf, identify a customer who does not yet have a membership associated with their account.
Open up the customer panel and click “Choose membership” to create a plan for them.
All of the membership plans will be available to choose from. Choose the plan of choice and click next.
Next, either select “Send to customer for sign-up” or “Sign up on behalf of customer now.”
To send a customer the sign-up link, select this option, the membership start date and the phone number associated with this customer to send them a text message. Click “Send SMS” to complete the sign-up process for this user.
Important to note: membership start date can be delayed to begin at a later date. Simply check the specified date to do so.
To sign up on behalf of a customer, select the membership start date, add a payment method, and ensure the customer has agreed to the membership agreement.
Click “Sign up” to finalize the plan.
Now the customer has been enrolled in this membership plan.
In order for a customer to sign up for a plan on their own, they will be able to do this in their online ordering link.
On the left hand panel, they can now click into “Memberships.”
They now have the opportunity to sign up for the available membership plans.
Once a customer clicks on the sign up button, they will see all of the benefits available.
Now when this customer places an online order, they will see the membership plan and discounts displayed during their order process.
If an operator does not want a specific membership plan to display for customers to be able to sign up on their own, simply disable the option for customers to be able to self sign-up during membership creation.
For more details, watch this video on signing up a customer: