Learning objective:

Some of your customers may pay for their membership earlier than the balance is due. In these cases we may offer those customers a complimentary free month at the end of their standard membership. Here you will learn how to process a new membership and include the last month for free.

Step 1: Sell Primary Membership

  1. Click on the Retail tab and search for the customer.

  1. Go to the Contracts ribbon
  2. Select the appropriate contract (ex. '12 Month Unrestricted')

  1. Apply any necessary discounts
  2. Click Add Item.

Step 2: Add Free Month

  1. Go to the Contracts ribbon
  2. Select the 'Last Month Free' option which corresponds to the membership type the customer has purchased (ex. 'Contract Last Month - 12 Month')

  1. Update the Contract Start Date. You will want to make sure this free month starts at the time the previous membership expires. In this example we would want the Free Month to start on 4/11/2020 which is when the 12 Month Unrestricted is set to expire.
  2. Click Add Item.

Step 3: Process Sale

  1. Once all items have been added you will see 2 contracts in the Ticket area. One for the primary membership autopay contract and one for the last free month.
  2. Select the payment method.

  1. Enter the payment information.
  2. Complete the sale by clicking Save Print Receipt.

  1. On client’s Account Details page you will see both Contracts, with the 'Last Free Month' set to activate when the '12 Month Unrestricted' membership expires.