Sell a membership
Sign a patient up at the till or on their card.
A membership needs a patient record, so you cannot sell one to a walk-in. You can sell from either of two places.
From the patient card
Open the patient from Clients and go to the Financials tab.
Click Sell membership.
Choose the Membership, Location and Start date. Leave the date empty to start today.
Pick the Card to bill, then click Sell membership.
From the point of sale
Choose the patient, open the Memberships tab in the till and pick the plan. It opens the same dialog, because a membership is sold on its own rather than in a basket.
If the Memberships tab is missing or greyed out, check that a patient is selected and that you have permission to sell memberships.
After the sale
The membership appears on the patient card with its next payment date. Sessions it includes are then free at checkout, and its discount applies without extra permission.
Up next
Next, read Pause or cancel a membership.