Learning objective:

You will learn how to sell Autopay Memberships to new and returning customers.

Step 1: Select the Student

The Membership Setup screen is the first step in creating memberships for your customers.

  1. Go to the Retail tab.
  2. Search for and select the student who is purchasing the Membership.

Step 2: Select the Contract

  1. Click the tab titled Contracts
  2. Select the Membership from the drop-down menu

  1. Assign the Contract Start date to reflect the date the customer would like to be charged for their autopays moving forward.
    • If this date is different than today's date, adn the customer wants to pay their first months payment at a later time, uncheck Pay Now. This will automate the payment to process the day assigned as the Contract Start Date

  1. Apply any applicable Contract Discounts.
  2. Click the Add Item button.
    • Once you click Add Item you will notice all the contract items will shift to the left side of the screen under Ticket

Step 3: Complete the Membership Sale

  1. Select the Payment Method (note: the payment method you use to pay for the contract will be stored on the student’s profile and can be used for future membership purchases)
    • CC (Key/Stored) - Key the student’s credit card information in manually. Use if your studio does not use a USB credit card mag swiper
    • CC (Swipe) - Use if your studio has a USB credit card mag swiper attached. Simply swipe the credit card and MINDBODY will complete the same and store the payment information.
    • ACH - Instead of using a credit card, attach the student’s bank account information for automatic withdrawal for reoccurring contracts.

  1. Complete the sale by clicking Save Print Receipt

  1. When you have successfully completed this purchase you will see a 'M' Membership Icon appear by the student’s name.