You can sign a customer up for a membership plan from the Cents Employee App, from Cents Business Manager, or customers can sign themselves up on LiveLink. From the Employee App or Business Manager, you can either text the customer a sign-up link or sign them up on the spot.
Use this if a customer wants to join a membership plan at the counter, over the phone, or online.
Before you start
A customer can only have one membership at a time. If they already have a plan, it shows on their profile.
From the Employee App or Business Manager you can see every plan you offer, including ones that aren't shown on LiveLink (like a teacher or first-responder discount), and you can set a future start date.
From the Employee App
On the Home screen, tap Membership Sign Up (top row, next to New Service Order and New Product Sale), then tap +.
Search for the customer by name, phone, or email, or tap Add new customer. Their profile summary shows on the right. Tap Next.
Choose the plan. Each one shows the price, billing frequency, benefits, and valid locations. Tap Next.
On Membership Summary & Billing, choose how to finish:
Send to customer for sign-up: set the start date (today or a future date), confirm the phone number under Send via SMS, and tap Sign up. The customer finishes and adds their own payment.
Sign up on behalf of customer now: tap Add payment method, review the amount charged today and the next billing date, check both boxes to confirm the customer agreed to the charge and terms, and tap Sign up.
You'll see a confirmation on the Home screen. If you signed them up, the membership is active right away and you can start a new order for them.
From Business Manager
Open the customer (one without a membership) and click Choose membership in their panel.
Choose the plan and click Next.
To send a sign-up link, choose Send to customer for sign-up, set the start date (it can be in the future), confirm the phone number, and click Send SMS.
To sign them up now, choose Sign up on behalf of customer now, set the start date, add a payment method, confirm they agreed to the membership agreement, and click Sign up.
Customers signing up on LiveLink
On their LiveLink, customers open the menu on the left and tap Memberships.
They see the plans available for self sign-up and can sign up there.
When they place an online order, they see their membership and discounts during checkout.
Don't want a plan to show on LiveLink? Turn off customer self sign-up for that plan when you create it.
Check a membership later
Open the customer. Their Details tab shows their plan, credit, and rewards. Tap View membership to see benefits left, valid locations, card on file, next billing date, and billing history.
Videos
Employee App:
Business Manager and LiveLink:
Troubleshooting
I can't sign the customer up.
They may already have a membership. A customer can only have one at a time.Sign up won't activate.
When signing up on their behalf, both confirmation boxes must be checked and a payment method added.The customer didn't get the sign-up text.
Check the phone number on Send via SMS and that they haven't opted out of texts.A plan isn't showing on LiveLink.
Self sign-up may be turned off for that plan. You can still sign them up from the Employee App or Business Manager.
Need assistance?
Feel free to text our Cents Support team at 888-302-8809.